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Middle Market RM

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Calsoft Labs Inc.

Indiana, PA (In Person)

Full-Time

Posted 1 week ago (Updated 6 days ago) • Actively hiring

Expires 6/17/2026

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Job Description

Middle Market RM Indiana, PA 2 DAYS AGO 22567076 Summary Indiana, PA In-Person Competitive Salary 0 Years Experience Bachelor's degree No Commission 40.00 hours per week / Day Shift / Full-Time Description A Relationship Manager I manages a portfolio of existing middle market banking relationships, cultivates new business from both existing and prospective clients and recommends various banking products across and lines of business to help clients achieve their financial goals. They serve as the primary point of contact, helping clients navigate a range of financial products and services to meet their business needs Essential Job Responsibilities 1. Sales and Business Development - a. Pursue new middle market-sized business clients with borrowing needs greater than $3 million and who are generally greater than $10 million in annual revenue and provide opportunities to generate deposit, loan and fee revenue growth for the bank. Annual loan production, deposit and fee revenue goals determined by executive management based on years of experience and strategic initiatives of the Bank. a. Ability to originate and manage relationships with complex capital structures. b. Identify and execute capital markets opportunities as appropriate. c. Advanced knowledge of the public finance and public debt markets in order to identify and execute opportunities within the existing portfolio and with prospective customers. d. Promote a full suite of banking products and services, with advanced knowledge of all Treasury Management products, various interest rate hedging products and foreign currency exchange concepts. e. Performs a variety of duties required to drive diversified revenue to the Bank including but not limited to prospecting calling and develop a network of Centers of Influence by participating in various community activities and charitable organizations. f. Basic understanding of the Investment Real Estate line of business, with the ability to originate and manage IRE opportunities between $3-$7.5 million. g. Works closely with all internal business partners such as the Financial Solutions Centers, Treasury Management, Mortgage, Equipment Finance, FCI and FCA to deepen the relationship and expand the relationship revenue. h. Monitors individual sales performance versus goal on a regular basis 2. Financial Solutions Advisory a. Share insights with clients, positioning the bank as a trusted partner in their business growth. b. Assess clients' financial needs and objectives to provide tailored banking solutions. c. Maintains a thorough knowledge of the features and benefits of all Bank products and services. 3. Relationship Managem To view the full job description please use the link below.
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