Middle Market Relationship Manager -Miami, FL

FinTrust Connect

  • Miami, Florida
  • 13 days ago
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    Skills

    • Accountingunmatched
    • Alliance/Partner Managementunmatched
    • Analysis Skillsunmatched
    • Banking Servicesunmatched
    • Business Developmentunmatched
    • Business Skillsunmatched
    • Commercial Bankingunmatched
    • Commercial Loansunmatched
    • Corporate Bankingunmatched
    • Credit Analysisunmatched
    • Credit Riskunmatched
    • Cross-Functionalunmatched
    • Customer Acquisitionunmatched
    • Customer Relationship Management (CRM)unmatched
    • Customer Support/Serviceunmatched
    • Documentationunmatched
    • Economicsunmatched
    • Executive Relationshipsunmatched
    • Financeunmatched
    • Financial Analysisunmatched
    • Financial Riskunmatched
    • Investment Managementunmatched
    • Leadershipunmatched
    • Loan Structuringunmatched
    • Loansunmatched
    • Market Trackingunmatched
    • Marketing Strategyunmatched
    • Negotiation Skillsunmatched
    • Onboardingunmatched
    • Operations Managementunmatched
    • People Managementunmatched
    • Pricingunmatched
    • Regulationsunmatched
    • Relationship Managementunmatched
    • Revenue Forecastingunmatched
    • Revenue Growthunmatched
    • Revenue/Sales Reportingunmatched
    • Riskunmatched
    • Risk Managementunmatched
    • Sales Managementunmatched
    • Sales Pipelineunmatched
    • Sales Presentationunmatched
    • Sales Prospectingunmatched
    • Strategic Planningunmatched
    • Team Playerunmatched
    • Treasury Managementunmatched
    • Underwritingunmatched

    Description

    Senior Relationship Manager – Middle Market – Miami, FL

    FinTrust Connect has partnered with a well-capitalized regional banking institution to identify top talent for a Senior Relationship Manager, Middle Market opportunity in Miami. This role is ideal for an accomplished commercial banking leader who can originate complex relationships, serve as a strategic advisor to middle market and larger corporate clients, and balance revenue growth with disciplined credit and risk management.

    Why this opportunity?
    • Culture: Relationship-driven, collaborative, and performance-focused environment that values sound judgment, accountability, client service, and responsible growth
    • Workplace: On-site — Miami, FL
    • Function: Lead middle market business development, strategic relationship management, deal execution, portfolio oversight, and market expansion
    Requirements:
    • Bachelor's degree or higher in finance, accounting, business, economics, or a related discipline
    • At least 10 years of commercial relationship management experience
    • At least 5 years of direct business development and new-client acquisition experience
    • Formal commercial credit training
    • Demonstrated success originating and expanding middle market or large corporate banking relationships
    • Strong knowledge of commercial credit, loan structuring, financial analysis, risk ratings, and portfolio management
    • Experience advising privately held companies, larger corporate borrowers, private equity firms, or family offices
    • Ability to generate business through established referral networks, community involvement, and industry relationships
    • Experience identifying cross-functional opportunities involving treasury management, deposits, lending, and other banking services
    • Proficiency with client relationship management platforms, pipeline reporting, and revenue forecasting
    • Strong negotiation, executive communication, and relationship-building capabilities
    • Working knowledge of regulatory, reputational, operational, and credit risk considerations
    • Ability to work on-site in Miami, FL
    Description:
    • Lead the acquisition of new middle market and larger corporate relationships throughout the South Florida market.
    • Create and execute market strategies that generate revenue, increase relationship penetration, and deepen share of wallet.
    • Develop trusted-advisor relationships with corporate decision-makers, private equity sponsors, family offices, and professional referral sources.
    • Maintain consistent prospecting activity through referral networks, community involvement, industry associations, and direct client outreach.
    • Analyze prospective relationships to determine strategic fit, credit suitability, revenue potential, and risk-adjusted return.
    • Structure commercial banking solutions that align client objectives with internal credit, pricing, and risk requirements.
    • Identify opportunities to introduce treasury management, deposit, lending, and other specialized financial solutions.
    • Coordinate client presentations and engage internal product partners to deliver comprehensive recommendations.
    • Manage an accurate pipeline within the organization's CRM platform and provide reliable forecasting of prospective revenue and relationship activity.
    • Collaborate with Portfolio Managers, Associates, senior banking professionals, Credit Risk, and Client Services throughout underwriting, approval, onboarding, and closing.
    • Provide strategic direction to deal teams during credit analysis, transaction negotiation, documentation, and externally facing closing activities.
    • Maintain regular communication with clients to evaluate financial performance, emerging business needs, and changes in risk profile.
    • Partner with Portfolio Managers to assess credit quality and recommend appropriate internal risk ratings.
    • Review and provide direction on portfolio monitoring activities, including leveraged lending, shared credit exposure, criticized assets, and other internal reporting.
    • Evaluate transaction-related approval requests involving overdrafts, manual wires, returned payments, and account restrictions.
    • Manage regulatory, operational, reputational, and credit risks in accordance with established risk-appetite parameters.
    • Support the professional development of Associates and Senior Associates by providing guidance on client strategy, credit events, and transaction execution.
    • Represent the institution in the Miami business community and strengthen its visibility among prospective clients and referral partners.
    • Report to senior commercial banking leadership and work closely with Credit Risk Management, Portfolio Management, Treasury Management, Client Services, and other product teams.

    Numbers & Facts

    LocationMiami, Florida
    Websitehttps://fintrustconnect.com/

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