commercial lending relationship manager

Montpellier Resourcing

<p><strong>Up to £80,000 plus excellent bonus and benefits</strong></p><p><strong>Please note this role is 5 days in the office. </strong></p><p>A leading, independent provider of commercial real estate, bridging finance, and buy-to-let mortgages is seeking a proactive and driven <strong>Relationship Manager</strong> to join their growing Commercial Real Estate team. The company specialises in offering tailored financial solutions to commercial real estate professionals, investors, and intermediaries. In this role, you will serve as the primary contact for a portfolio of commercial clients, driving engagement, retention, and new lending opportunities. You will work with loan management, underwriting, and business development teams to deliver an excellent client experience and ensure a smooth commercial property loan lifecycle.</p><p><strong>Duties of the Commercial Real Estate Relationship Manager to include:</strong></p><ul><li><strong>Client Relationship Management:</strong> Act as the lead point of contact for clients with commercial property portfolios, introducing them to the full scope of support available. Ensure high levels of service to secure repeat business and referrals.</li><li><strong>Identifying & Growing Lending Opportunities:</strong> Re-engage previous commercial clients to explore future funding needs, identify opportunities for refinancing or expansion within their commercial property portfolios, and transition clients between products to maximise value.</li><li><strong>Internal Collaboration:</strong> Liaise with all internal departments, including Loan Management, Legal, and Underwriting, to develop and execute relationship strategies for commercial clients. Support the Business Development team as needed.</li><li><strong>Client Experience & Continuous Improvement:</strong> Support commercial property loan cases through the underwriting process, manage client feedback to recommend service improvements, and resolve client issues professionally. Stay informed on market trends and competitor activity.</li></ul><p><strong>Requirements for the successful Commercial Real Estate Relationship Manager:</strong></p><ul><li>Proven experience in relationship management within <strong>commercial real estate lending</strong> is essential</li><li>Strong understanding of commercial loan structures, products, and the UK property finance market.</li><li>Excellent interpersonal and communication skills.</li><li>Ability to manage multiple priorities and build long-term client relationships.</li><li>Knowledge of underwriting and loan servicing processes for commercial property.</li><li>Existing network of commercial property professionals or intermediaries.</li></ul><p></p><p>This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.</p><p></p>

Commercial Real Estate Relationship Manager

United Business Bank

<div><div><div>Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.</div></div><div><div><b>
About United Business Bank</b></div></div><div><div>
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.</div></div><div><div><b>
About the Position...</b></div></div><div><div>
The Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and to fill those needs with the wide range of products and services offered by United Business Bank. These products and services may include extensions of commercial and/or real estate credits, demand, savings or time deposit account products or other services offered. They are responsible for knowing all aspects of loans including CRE, C&amp;I, Construction, Lines of Credit, Letters of Credit and other complex loans. They are responsible for analyzing a clients loan request and determining whether a loan is within an acceptable risk within the framework of the Banks policy and for preparing the required documents and submitting it for approval. The CRM III is also responsible for providing service to existing client relationships, as well as to represent the Bank through involvement in local, civic, social and professional organizations. The CRM III is also responsible for retaining and growing the loan and deposit relationships, and other duties as assigned.</div></div><p><b>
About You...</b><br>
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:</p><p><b>
Education/Certification:</b> Bachelors Degree in Business or related field.</p><p><b>
Required Knowledge: </b>Knowledge of banking and lending operations and procedures, as well as the various regulations and standard banking practices.</p><p><b>
Experience Required: </b>Minimum of 8 years experience in the financial services industry.</p><p><b>
Skills/Abilities:
</b></p><ul><li>Strong oral and written communication abilities.</li><li>
Strong math skills.</li><li>
Strong interpersonal skills.</li><li>
Strong business development techniques and cross-selling skills.</li><li>
Ability to identify, analyze and handle credit requests.</li><li>
Good organizational skills.</li><li>
Good personal computer skills, ability to use<b> </b>Word and Excel.</li><li>
Professional appearance, dress and attitude.</li></ul><p>
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.</p></div>

Client Relationship Manager III (Commercial Loan Officer III)

United Bank Limited

<div><p>Through strong communication and persuasive skills, the role of a Relationship Manager Telesales is to provide services and convince customer to opt for different banking products &amp; value added services using tele marketing channel. Have direct communication with the customers to provide in depth product details, features and convince customers to subscribe for relevant products or services as per customer&rsquo;s needs.
</p><ul><li>Strive towards meeting the assigned sales/cross sell targets.
</li><li>Proper usage of systems/applications must be ensured.
</li><li>In addition to sale targets, the cross sell must also maintain a healthy ratio of connected calls out of total calls made in any period i.e. Daily/monthly.
</li><li>Courtesy &amp; accuracy norm must be followed.
</li><li>Attendance, Punctuality and manned minutes are completed to achieve the productivity targets.
</li><li>Be a team player and support team in achieving overall targets.</li></ul></div><p></p>

77999.Relationship Manager Cross Sell Personal Loan

<div><p>Through strong communication and persuasive skills, the role of a Relationship Manager Telesales is to provide services and convince customer to opt for different banking products &amp; value added services using tele marketing channel. Have direct communication with the customers to provide in depth product details, features and convince customers to subscribe for relevant products or services as per customer&rsquo;s needs.
</p><ul><li>Strive towards meeting the assigned sales/cross sell targets.
</li><li>Proper usage of systems/applications must be ensured.
</li><li>In addition to sale targets, the cross sell must also maintain a healthy ratio of connected calls out of total calls made in any period i.e. Daily/monthly.
</li><li>Courtesy &amp; accuracy norm must be followed.
</li><li>Attendance, Punctuality and manned minutes are completed to achieve the productivity targets.
</li><li>Be a team player and support team in achieving overall targets.</li></ul></div>

77927.Relationship Manager Cross Sell Credit Card

Washington Trust Bank

<p></p><div><p>As a member of our Commercial Banking Team, the role serves as a proactive, client-focused trusted financial partner to clients through a seamless delivery of investment, trust, credit, and/or depository services. Participates in business development efforts by identifying referrals and prospects and calling on relationship clients/prospects to achieve sales goals. Provides premier client service while assuring bank and division profitability and asset quality standards are met.</p>
<div>
<div><div><div><p><b>Bank Overview:
</b></p><p>Founded in 1902, Washington Trust Bank remains proudly independent. For more than 120 years, we have been focused on long-term client relationships. We dedicate our strengths as an independent regional bank to serving clients who understand the value of an established banking relationship and who seek tailored financial products and services. Our heritage and mission remain clear today: we will be the best at understanding and meeting the financial needs of our customers.</p>
<p>
Executive Chairman Peter Stanton is the fourth generation of his family to lead the Bank, growing from its small Spokane headquarters in 1902 to an $11B financial institution with 40 locations throughout Washington, Idaho and Oregon. We enjoy an advantage over our publicly traded competitors because we focus on long-term goals rather than quarterly results. We base our decisions on what is happening in our communities and what is right for our customers.</p>
<p>
We have never strayed from our commitment to client service, continuing to grow our commercial, private banking, wealth management, small business and consumer portfolios even in the most challenging macroeconomic environments. Our sound business practices, innovation, knowledge and expertise have seen us through both the best and the most difficult economic cycles. Washington Trust&rsquo;s longevity and success are a testament to our unwavering commitment to our clients and our employees.</p>
</div>
</div><br>
</div></div><p><b>CRE Industry Focus:</b></p>
<ul>
<li>Construction and term loan experience within multiple CRE asset classes including:</li>
<li><ul><li>Office</li>
<li>Retail</li>
<li>Industrial</li>
<li>Multifamily</li>
<li>Owner Occupied</li>
</ul></li><li>Collaborating with internal Commercial Lender colleagues on assisting bank clients with owner and non-owner occupied construction needs.</li>
<li>Collaborating with CRE Servicing Group daily to assure client driven timelines are being met.</li>
<li>Understanding industry contacts within secondary market and brokerage industries.</li>
<li>Understanding low-income financing including LIHTC and other subsidized financing structures.</li>
<li>Experience working with internal and external legal counsel to negotiate loan documents if/when required by Borrower.</li>
</ul>
<p><b>Relationship Management/Client Service:</b></p>
<p>
Maintains responsibility for retaining and expanding a specific book of relationships, understanding the intricacies of each relationship to provide superior service to Bank clients. Deliver personalized banking strategies that align with client objectives, enhancing their business operations through our comprehensive suite of banking services.</p>
<p><b>
Sales/Business Development:</b></p>
<p>
Proactively investigates opportunities for expanding market share and making business more profitable, focusing on identifying prospective clients and additional banking needs among current clients. Identifies opportunities and continually prospects for new clients. Generates leads through existing relationships and other referrals sources.</p>
<p><b>
Risk Management:</b></p>
<p>
Controls and minimizes potential risks through proactive relationship management and thorough knowledge of compliance and risk management. Keeps abreast of applicable laws and regulations relevant to banking services.</p>
<p><b>
Qualifications:</b></p>
<ul>
<li>Experience:</li>
</ul><ul><li><ul><li>Understanding of commercial real estate lending principles, especially construction and owner‑occupied financing.</li>
<li>
<p>Awareness of construction draw processes.</p>
</li>
<li><p>Exposure to construction loan underwriting.</p>
</li>
<li>Ability to work with clients as a trusted advisor, with moderate to complex credit needs. Excellent relationship management skills required, along with a strong credit background and business development acumen.
</li><li>Experience in the sales of cash management products or related sales experience at a financial institution.</li>
<li>Work experience in relationship management, including experience in specific unit areas like investment, securities, cash management, real estate, commercial lending, and consumer lending.</li>
</ul></li></ul><ul><li>Knowledge:</li>
</ul><ul><li><ul><li>Knowledge of Bank lending procedures, as set by the current, published Loan Policy.</li>
<li>Advanced loan documentation knowledge; understanding of complex credit structures and documentation.</li>
<li>Working knowledge of Bank products and services.</li>
</ul></li></ul><ul><li>Skills:</li>
</ul><ul><li><ul><li>Proven analytical skills; ability to review and interpret complex data (determining risk, assessing complexity of accounts, etc).</li>
<li>Excellent written and verbal communication skills; ability to analyze, synthesize and articulate complex ideas and communicate such to colleagues, team members, and clients.</li>
<li>Excellent interpersonal skills; ability to collaborate with and work effectively with diverse groups of people, managing conflict, negotiating for results, and developing working relationships with potential and current clients.</li>
<li>Ability to set and achieve challenging goals.</li>
</ul></li></ul><ul><li>Education: Bachelor&rsquo;s Degree in Finance, Accounting, Business or equivalent experience.</li>
</ul>
<p><b>Compensation:</b></p>
<p>
Relationship Manager II - $81,260 - $121,890<br>
Relationship Manager III - $98,977 - $148,465<br>
Relationship Manager IV - $114,813 - $172,220</p>
<p>
The compensation range represents the low and high end of the base compensation range for this position located in Spokane, WA. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. This position is also eligible to participate in an applicable annual bonus and incentive compensation plan.</p>
<p><b>
What Our Culture Can Offer You</b>:</p>
<p>
Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.</p>
<p>
Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.</p><p></p><p>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities<br>
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</p></div>

Relationship Manager - CRE

National Bank of Ras Al-Khaimah PJSC

<p>Description</p> About the role <p>This role is focused on managing and growing a portfolio of SME clients by providing tailored trade finance and working capital solutions. This role involves building strong client relationships, understanding their financial needs, and offering structured trade finance products (such as letters of credit, bank guarantees, supply chain financing, working capital loans, commercial loan) to optimize their liquidity and operational efficiency. The role drives profitability through client centric relationship management, cross selling initiatives, credit risk oversight, and exceptional service delivery. This role reports to Associate Vice President - SME Coverage.</p> What You'll Be Doing <ul> <li>Develop and maintain strong relationships with SME clients, understanding their trade cycles and working capital requirements.</li> <li>Analyze clients' cash flow cycles and recommend working capital optimization strategies</li> <li>Manage and expand a portfolio of SME clients to achieve annual business targets.</li> <li>Conduct in depth analysis of clients' business models and financial requirements to provide tailored banking solutions</li> <li>Identify opportunities to cross sell SME banking solutions including POS Lending, Asset Backed Lending, Supply Chain Finance, and Cash Management</li> <li>Drive revenue generation while upholding strong credit quality standards.</li> <li>Prepare comprehensive credit proposals with detailed financial and risk analyses</li> <li>Monitor portfolio performance, identify early warning signs, and implement appropriate risk mitigation strategies</li> <li>Ensure timely renewal and restructuring of credit facilities in line with internal and regulatory policies</li> <li>Partner with internal teams (Credit, Operations, Compliance) to deliver seamless service execution</li> <li>Address and resolve client queries promptly to maintain high satisfaction and retention levels</li> <li>Maintain up to date knowledge of market trends, regulations, and industry dynamics</li> <li>Utilize insights to provide advisory services and identify opportunities for business growth.</li> </ul> What We're Looking For <ul> <li>Bachelor's degree in Finance, Economics, Business Administration, or a related field (MBA or CFA preferred)</li> <li>7-10 years of experience in SME Banking, including business development and relationship management</li> <li>Proven track record of closing SME deals and managing complex credit relationships in the UAE or GCC region</li> </ul> Skills <ul> <li>Strong understanding of SME banking in UAE and lending products</li> <li>Strong understanding of credit analysis, financial statements, and lending structures</li> <li>Ability to interpret financial documents (P&L, balance sheets).</li> <li>Excellent communication and interpersonal skills.</li> <li>Knowledge of UAE regulatory environment and corporate governance standards</li> <li>Familiarity with digital banking platforms and financial technology solutions</li> <li>Excellent communication, negotiation, and presentation skills</li> <li>Strategic thinking with strong commercial acumen</li> <li>High ethical standards and integrity</li> <li>Sales driven with strong negotiation and closing skills</li> </ul>

Relationship Manager - SME Coverage

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Relationship Manager - CRE

Relationship Manager - SME Coverage