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
Location
Miami, Florida
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
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