Middle Market Relationship Manager -West Palm Beach, FL

FinTrust Connect
  • Florida
    30+ days ago

    Job Description

    Middle Market Commercial Relationship Manager –West Palm Beach, FL

    FinTrust Connect has partnered with a well-capitalized regional financial institution to identify top talent for a confidential Middle Market Commercial Relationship Manager opportunity in West Palm Beach, Florida. This role is ideal for a proven commercial banker with strong C&I experience, established market relationships, and the ability to build trusted advisory relationships with middle market companies and business owners.

    Why this opportunity?
    • Culture: Relationship-focused, collaborative, growth-oriented, and centered on delivering a strong client experience.
    • Workplace: West Palm Beach, FL.
    • Function: Develop and expand middle market commercial relationships across Palm Beach County and surrounding South Florida markets, with an emphasis on C&I lending, deposits, treasury management, and full-relationship banking.
    Requirements:
    • 7+ years of commercial banking, middle market banking, C&I banking, corporate banking, or senior business banking experience.
    • Proven ability to develop new commercial relationships and grow a meaningful portfolio.
    • Strong credit acumen, including cash-flow analysis, commercial loan structuring, financial-statement review, and risk assessment.
    • Experience serving middle market companies, privately held businesses, family-owned enterprises, and operating companies.
    • Strong COI network across Palm Beach County or the broader South Florida market.
    • Demonstrated ability to generate business through referrals, direct calling, community presence, and strategic relationship development.
    • Strong understanding of deposits, treasury management, C&I lending, and full-relationship banking.
    • Professional presence with business owners, executives, and internal banking partners.
    • Collaborative, mature, and team-oriented approach.
    • Bachelor's degree, or equivalent relevant banking experience.
    Description:
    • Develop and expand middle market commercial banking relationships throughout West Palm Beach, Palm Beach County, and surrounding South Florida markets.
    • Build a portfolio of privately held companies, owner-operated businesses, professional firms, and growth-oriented commercial clients.
    • Generate new business through COI relationships, direct prospecting, referrals, market visibility, and disciplined pipeline management.
    • Structure C&I loans, working-capital lines, term loans, owner-occupied real estate financing, and other commercial credit solutions.
    • Grow deposit relationships and identify treasury management opportunities.
    • Evaluate financial statements, cash flow, business performance, collateral, ownership strength, and credit risk.
    • Collaborate with credit, underwriting, treasury, portfolio management, and local leadership to advance client opportunities.
    • Advise clients on growth, liquidity, capital needs, treasury strategy, and appropriate banking solutions.
    • Represent the organization professionally within the Palm Beach business community.

    Numbers & Facts

    LocationFlorida
    Websitehttps://fintrustconnect.com/

    Skills

    • Alliance/Partner Managementunmatched
    • Bank Managementunmatched
    • Banking Servicesunmatched
    • Business Bankingunmatched
    • Business Skillsunmatched
    • Cash Flowunmatched
    • Cash Flow Projectionunmatched
    • Commercial Bankingunmatched
    • Commercial Loansunmatched
    • Corporate Bankingunmatched
    • Credit Riskunmatched
    • Customer Experienceunmatched
    • Financial Analysisunmatched
    • Financial Statementsunmatched
    • Investment Managementunmatched
    • Leadershipunmatched
    • Liquidityunmatched
    • Loan Structuringunmatched
    • Loansunmatched
    • Mortgage Lendingunmatched
    • Relationship Managementunmatched
    • Risk Analysisunmatched
    • Sales Pipelineunmatched
    • Sales Prospectingunmatched
    • Team Playerunmatched
    • Treasuryunmatched
    • Treasury Managementunmatched
    • Underwritingunmatched

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