Managing Director Relationship Manager-MMB

Company: First Citizens
Location: San Francisco
Posted on: April 22, 2025

Job Description:

OverviewFirst Citizens delivers a range of financial solutions to midsize clients through a relationship banking model. The business offers deposit solutions, loans, treasury services and other banking products to manufacturers, distributors and a wide variety of service industries.The Managing Director, Relationship Manager - MMB is responsible for acquiring and managing a portfolio of middle market banking relationships. Delivers a full suite of commercial banking products and services including loans, deposits, treasury management services, interest rate products, capital markets, wealth management and other fee income business. Is the primary contact for borrowing needs and provides subject matter expertise for deposit and cash flow management needs. This position works with various sales partners to build and manage full banking relationships.Responsibilities

• Sales - Originate and cultivate middle market banking relationships positioning the Bank as the primary / lead bank. Delivers a full suite of commercial banking products and services including loans, deposits, treasury management services, interest rate products, capital markets, wealth management and other fee income business. Serve as the primary relationship management contact identifying client needs, working with internal industry verticals and product owners to structure customized solutions and ensure high quality service. Understand market, pricing and industry trends operating as a trusted advisor to clients.
• Client Service - Work collaboratively across the Bank delivering commercial and consumer products and services. Leverage the Bank's digital & technology platforms to deliver exceptional client service. In coordination with marketing, design and execute on targeted marketing efforts on centers of influence and client events. Have in-depth understanding of credit worthiness of clients and bank credit policies to be able to represent them in internal discussions.
• Risk Management - Focus on ensuring compliance with all regulatory and compliance policies of the Bank.QualificationsBasic Qualifications:Bachelor's Degree and 10 years of experience in Middle Market Banking & Credit Knowledge-OR-High School Diploma or GED and 14 years of experience in Middle Market Banking & Credit KnowledgeLicense or Certification Type: Must possess a valid driver's license. Position requires frequent driving to other offices, bank customers, etc. Bank car not provided.Required Qualifications:Application of a structured sales process, Providing financial guidance and expertise, Sales planning and forecasting, Financial analysis, Credit underwriting, Knowledge of business lending, deposit and cash management solutions, Knowledge retail and wealth solutions referred, Business development, Networking and building centers of influenceThe base pay for this position is generally between $225,000.00 and $275,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at .
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Keywords: First Citizens, Santa Rosa , Managing Director Relationship Manager-MMB, Executive , San Francisco, California