Commercial Relationship Manager

Fort Myers, Florida
May 01, 2024
Jun 22, 2024
Commercial Banking
Full Time

The Relationship Manager is responsible for managing and maintaining borrowing relationships. This position is responsible for the development of new and existing business through calling programs and cross-selling of Bank services. Maintaining loan quality and generating fee income are also key areas of responsibility. The Relationship Manager approves loans within his/her authority and is responsible for presenting loans for approval at various committees. In addition, the Relationship Manager is responsible for managing his/her current loan portfolio. This position will report to the Market President; an RM I can report to an RM II if identified by the Market President. Market President may determine a need for a manager of people role.

Additional Duties:

  • Developing new business and prospects and generate business loans through referrals, business calls, and community involvement.

  • Analyzing customers’ financial data, structure and negotiate credit transactions, and perform ongoing credit management.

  • Servicing existing customer relationships to maximize profitability.

  • Pursuing repayment of loans and contact customers whose loans are past due or have overdrawn accounts.

  • Responsible for early detection of problem loans and generation of reports for management of weak and criticized loans.

  • Assist other lines of business with business development.

  • Where applicable, the Commercial Market President may determine a Team Lead designation for a Relationship Manager II. Team Lead duties may include:
    • Serving as a resource to associates

    • Act as a trainer/coach


Knowledge of:

  • Strong oral and written communication skills

  • Strong sales and customer service skills

Ability to:

  • Generate revenue at 10/5/5 – Level I

  • Generate revenue at 20/10/10 – Level II

  • Analyze and interpret numerical data

  • Analyze and solve problems of a complex nature and make decisions based on a wide knowledge of many factors where application of advanced technical concepts is required for which there are not precedents

  • Make independent and difficult decisions within parameters of the Bank’s loan policies

  • Originate new procedures and approaches to problems

  • Perform duties under frequent time pressures


  • Requires Bachelor’s degree with an emphasis in Accounting or Finance.

  • Requires 2 or more years of banking, finance, or sales related experience.

  • Six months or more credit analysis experience required.

  • Requires knowledge of Microsoft Office.

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence.

Busey is an Equal Opportunity Employer including Disability/Vets. learn more about Busey’s Equal Opportunity Employment.

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