Commercial Relationship Manager Jobs
Commercial Relationship Manager jobs are open across banking, credit unions, commercial lending, insurance, and professional services, from associate and junior-level roles to senior manager and director, with specializations in portfolio management, business development, and treasury solutions. Find a role that fits from the openings below and apply directly.
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Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career—a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description
At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking to include Commercial Banking and/or specialized business segments of Agricultural Banking (AG), Government and Institutional Banking (GIB), Small Business Administration (SBA), and Franchise Lending.
Primary Responsibilities
- Assists Relationship Manager(s) by performing daily support activities related to client relationships and keeps respective Relationship Manager informed when appropriate
- Acts as a point of contact for Commercial Banking clients for all servicing requests related to client relationships
- Attends weekly scheduled meetings with Relationship Manager(s) to discuss workflow items such as renewals, new pipeline items, servicing requests, past due reports, etc.
- Provides reports for Relationship Manager(s) such as 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due and Exception Reporting
- Facilitates and manages credit application workflow as it applies to the appropriate credit channel including collecting financial information from clients, submitting facility applications and managing loan workflows to closing
- Manages post-closing requirements including tickler requirements and exception citing's
- Manages Relationship Manager(s) loan maturity pipeline, ensuring that renewals are approved and closed in a timely manner
- Acts as a liaison between Credit Products and the Commercial Team with both underwriting and loan fulfillment processes and procedures and manages due diligence requirements from the field
- Assists Relationship Manager(s) with sales support functions to include marketing requests, client and prospect presentations and building prospect information files
- Opens new deposit products for clients
- Works closely with the Treasury Management team to successfully onboard new Treasury Management clients as well as provide the clients with guidance and aid in locating appropriate resources for servicing
- Maintains consistent data integrity for relationship team’s client accounts within all source systems
- Maintains OneView administrative data to include updating client contact information, merging client records, managing pipeline reports for renewals and creating prospect/centers of influence (COIs) records
- Manages data organization within Relationship Grouping Application (RGA) to ensure client records are properly grouped for accurate 360 reporting
- Provides support if assigned for clients in specialized business segments such as GIB, SBA, AG, and Capital Markets within Commercial Banking
- Supports Relationship Manager(s) with miscellaneous administrative tasks as assigned
- May serve as a mentor for new associates
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
Requirements
- Bachelor's degree and two (2) years of banking or client support experience
- Or High School Diploma or GED and three (3) years of general banking experience
Preferences
- College degree
Skills And Competencies
- Ability to partner with various internal partners across the organization
- Ability to research, analyze data and derive facts
- Advanced verbal, written communication, and organizational skills
- Advanced work ethic and self-motivation
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Minimum Job Range Target: $49,087.50 USD
Median $60,133.50 USD
Incentive Pay Plans
This job is not incentive eligible.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
Location Details
Location: Fort Lauderdale, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career—a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description
At Regions, the Commercial Relationship Specialist provides general administrative support to Relationship Managers within Commercial Banking to include Commercial Banking and/or specialized business segments of Agricultural Banking (AG), Government and Institutional Banking (GIB), Small Business Administration (SBA), and Franchise Lending.
Primary Responsibilities
- Assists Relationship Manager(s) by performing daily support activities related to client relationships and keeps respective Relationship Manager informed when appropriate
- Acts as a point of contact for Commercial Banking clients for all servicing requests related to client relationships
- Attends weekly scheduled meetings with Relationship Manager(s) to discuss workflow items such as renewals, new pipeline items, servicing requests, past due reports, etc.
- Provides reports for Relationship Manager(s) such as 360 Report, Weekly Sales Report, OneView Pipeline Report, Maturities, Past Due and Exception Reporting
- Facilitates and manages credit application workflow as it applies to the appropriate credit channel including collecting financial information from clients, submitting facility applications and managing loan workflows to closing
- Manages post-closing requirements including tickler requirements and exception citing's
- Manages Relationship Manager(s) loan maturity pipeline, ensuring that renewals are approved and closed in a timely manner
- Acts as a liaison between Credit Products and the Commercial Team with both underwriting and loan fulfillment processes and procedures and manages due diligence requirements from the field
- Assists Relationship Manager(s) with sales support functions to include marketing requests, client and prospect presentations and building prospect information files
- Opens new deposit products for clients
- Works closely with the Treasury Management team to successfully onboard new Treasury Management clients as well as provide the clients with guidance and aid in locating appropriate resources for servicing
- Maintains consistent data integrity for relationship team’s client accounts within all source systems
- Maintains OneView administrative data to include updating client contact information, merging client records, managing pipeline reports for renewals and creating prospect/centers of influence (COIs) records
- Manages data organization within Relationship Grouping Application (RGA) to ensure client records are properly grouped for accurate 360 reporting
- Provides support if assigned for clients in specialized business segments such as GIB, SBA, AG, and Capital Markets within Commercial Banking
- Supports Relationship Manager(s) with miscellaneous administrative tasks as assigned
- May serve as a mentor for new associates
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
Requirements
- Bachelor's degree and two (2) years of banking or client support experience
- Or High School Diploma or GED and three (3) years of general banking experience
Preferences
- College degree
Skills And Competencies
- Ability to partner with various internal partners across the organization
- Ability to research, analyze data and derive facts
- Advanced verbal, written communication, and organizational skills
- Advanced work ethic and self-motivation
- Proficiency in Microsoft Office (Word, Excel, PowerPoint)
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Minimum Job Range Target: $49,087.50 USD
Median $60,133.50 USD
Incentive Pay Plans
This job is not incentive eligible.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
Location Details
Location: Fort Lauderdale, Florida
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Commercial Relationship Manager Jobs by Experience Level
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Find JobsCommercial Relationship Manager Job Market
Who's Hiring
- Regions Bank16
- Regions Financial16
- Fulton Bank12
- Valley Bank12
- Northwest Bank12
Top Industries Hiring
- Banking & Financial Services50
- Accounting & Auditing2
- Fintech1
- Technology & Software1
- Investment & Asset Management1
What Employers Look For
The qualifications that appear most often in commercial relationship manager jobs.
- Bachelor's degree in finance, business, economics, or a related field
- 3 to 7 years of commercial banking, lending, or business development experience
- Proven ability to manage and grow a portfolio of commercial client accounts
- Strong credit analysis skills and familiarity with commercial loan structures
- Experience with CRM platforms such as Salesforce or nCino
- Series 6, Series 63, or relevant state insurance licensing preferred for some roles
Tips for Your Commercial Relationship Manager Job Search
Quantify your portfolio growth outcomes
Hiring managers want to see loan volume grown, deposit balances retained, or revenue generated from your book of business. Replace vague responsibilities on your resume with specific outcomes tied to client accounts you managed or expanded.
Tailor applications to the institution type
A community bank, a regional lender, and a national commercial bank each define this role differently. Read job descriptions closely for whether they prioritize credit analysis, business development, or relationship retention, then mirror that language in your application.
Apply early to roles that fit
Migrate Mate lists commercial relationship manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Highlight cross-functional client touchpoints
Interviewers for commercial relationship roles want evidence you coordinated with credit, treasury, and operations teams on behalf of clients. Prepare two or three examples from past roles that show you as the central point of contact across internal and external stakeholders.
Prepare for scenario-based credit questions
Many interviews include a case where you assess a business client's financials and recommend a lending solution. Review how to read a basic income statement and balance sheet so you can walk through your reasoning confidently without relying on memory alone.
Negotiate using market data, not just competing offers
When discussing compensation, anchor your ask to role-level benchmarks from BLS occupational data for financial managers and relationship officers in your metro area. This approach holds up even when you don't have a competing offer in hand.
Commercial Relationship Manager Jobs: Frequently Asked Questions
Which companies are hiring the most commercial relationship managers?
The companies hiring the most commercial relationship managers right now include Regions Bank, Regions Financial, and Fulton Bank, with the largest share of openings in Texas, Florida, and California, based on current listings on Migrate Mate as of November 2026. Regional banks and credit unions consistently account for a significant portion of total openings alongside national commercial lenders.
How many commercial relationship manager jobs are remote?
About 47% of commercial relationship manager openings are fully remote or hybrid as of November 2026, which is lower than many other finance roles because client-facing responsibilities often require in-person relationship building. Sub-areas focused on national accounts, treasury sales, or fintech lending platforms tend to offer the most remote flexibility.
How do you become a commercial relationship manager?
Most commercial relationship managers start in a credit analyst, retail banking, or business banking associate role to build foundational credit and client service skills. From there, moving into a relationship associate or portfolio analyst position at a commercial bank gives you direct exposure to business clients. Demonstrating you can independently manage a client book and grow deposit or loan volume is the clearest path to a full relationship manager title.
Can you get hired as a commercial relationship manager with little experience?
Entry points into commercial relationship management typically require some prior banking, sales, or financial services experience, but you don't need a fully independent book of business. Roles titled relationship associate, business banking officer, or credit analyst are designed for candidates building toward the manager level. Emphasize client-facing experience, credit coursework, and any exposure to business financial statements when applying to those bridge roles.
What does the commercial relationship manager interview process look like?
The process usually starts with a recruiter or HR screen, followed by a first-round interview focused on your client management experience and credit knowledge. A second round often includes a panel with a regional manager and a credit officer, and some employers add a case study where you analyze a business client scenario and recommend a solution. Final-round conversations typically focus on culture fit and your approach to business development.
Where can I find and apply to commercial relationship manager jobs?
You can find and apply to commercial relationship manager jobs on Migrate Mate, which lists current openings from across the United States in one place. Search the listings to find roles that match your experience level and industry focus, then apply directly to each listing that fits.
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