Job 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:

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  Bachelor's degree or higher in finance, accounting, business, economics, or a related discipline
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  At least 10 years of commercial relationship management experience
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  At least 5 years of direct business development and new-client acquisition experience
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  Formal commercial credit training
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  Demonstrated success originating and expanding middle market or large corporate banking relationships
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  Strong knowledge of commercial credit, loan structuring, financial analysis, risk ratings, and portfolio management
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  Experience advising privately held companies, larger corporate borrowers, private equity firms, or family offices
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  Ability to generate business through established referral networks, community involvement, and industry relationships
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  Experience identifying cross-functional opportunities involving treasury management, deposits, lending, and other banking services
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  Proficiency with client relationship management platforms, pipeline reporting, and revenue forecasting
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  Strong negotiation, executive communication, and relationship-building capabilities
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  Working knowledge of regulatory, reputational, operational, and credit risk considerations
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  Ability to work on-site in Miami, FL

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  Lead the acquisition of new middle market and larger corporate relationships throughout the South Florida market.
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  Create and execute market strategies that generate revenue, increase relationship penetration, and deepen share of wallet.
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  Develop trusted-advisor relationships with corporate decision-makers, private equity sponsors, family offices, and professional referral sources.
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  Maintain consistent prospecting activity through referral networks, community involvement, industry associations, and direct client outreach.
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  Analyze prospective relationships to determine strategic fit, credit suitability, revenue potential, and risk-adjusted return.
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  Structure commercial banking solutions that align client objectives with internal credit, pricing, and risk requirements.
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  Identify opportunities to introduce treasury management, deposit, lending, and other specialized financial solutions.
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  Coordinate client presentations and engage internal product partners to deliver comprehensive recommendations.
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  Manage an accurate pipeline within the organization's CRM platform and provide reliable forecasting of prospective revenue and relationship activity.
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  Collaborate with Portfolio Managers, Associates, senior banking professionals, Credit Risk, and Client Services throughout underwriting, approval, onboarding, and closing.
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  Provide strategic direction to deal teams during credit analysis, transaction negotiation, documentation, and externally facing closing activities.
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  Maintain regular communication with clients to evaluate financial performance, emerging business needs, and changes in risk profile.
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  Partner with Portfolio Managers to assess credit quality and recommend appropriate internal risk ratings.
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  Review and provide direction on portfolio monitoring activities, including leveraged lending, shared credit exposure, criticized assets, and other internal reporting.
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  Evaluate transaction-related approval requests involving overdrafts, manual wires, returned payments, and account restrictions.
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  Manage regulatory, operational, reputational, and credit risks in accordance with established risk-appetite parameters.
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  Support the professional development of Associates and Senior Associates by providing guidance on client strategy, credit events, and transaction execution.
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  Represent the institution in the Miami business community and strengthen its visibility among prospective clients and referral partners.
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  Report to senior commercial banking leadership and work closely with Credit Risk Management, Portfolio Management, Treasury Management, Client Services, and other product teams.