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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We are looking for a Client Relationship Associate to join our Commercial Lending team in Sugar Land or Bellaire, TX . Our Commercial team is dedicated to providing exceptional service and tailored financial solutions to our clients.
The ideal candidate for this position will have the skills and experience necessary to: Support Relationship Managers in the daily management of their loan portfolios. Provide daily administrative and clerical assistance to the assigned department in the areas of loans, deposits and account servicing. Process loan renewals and changes in terms as related to the Relationship Managers’ portfolios or own portfolio if assigned. Call clients to request current financial statements, credit reports and income verification information. Determine if documents provided meet the bank’s requirements. Process and compile monthly production reports. Open and close accounts. Manage exceptions including loan collateral, financial reporting and depository related exceptions. Obtain missing information such as signature cards, financial statements, insurance, etc. Manage the filing, correspondence, scheduling and coordinating loan portfolio functions to assure a smooth operational flow. Assist with loan processing, closing, and monitoring while providing quality service to allow loan personnel time for business development activities. Assist customers with questions, preparing desk files and maintenance of all automated reports, etc. May manage small deposit portfolio. Other duties as assigned.
Qualifications:
Requires a High School degree or equivalent and 4+ years of in banking, loans, loan portfolios, deposits, account servicing or other directly related experience or other directly related experience. A combination of education and experience may meet job requirements. Working knowledge of loan/bank operations, loan documentation processes, loan principles, loan systems, loan portfolios, including loan renewals and changes, deposits, new accounts, banking principles, processes, policies, compliance and regulations. Strong interpersonal, customer service and communications skills, both verbal and written. Strong organizational skills. Ability to respond to inquiries in a timely manner. Ability to process, audit and review client information. Solid problem resolution skills. Ability to create and pull reports. Ability to multi-task, support various priorities, work with relationship managers and clients as needed. Working knowledge of various word processing and spreadsheet software. Spanish (written/oral) proficiency preferred Intermediate knowledge of computers software (i.e. Microsoft Word, PowerPoint, Excel, Teams) and general workflow organization
Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
We are looking for a Client Relationship Associate to join our Commercial Lending team in Sugar Land or Bellaire, TX . Our Commercial team is dedicated to providing exceptional service and tailored financial solutions to our clients.
The ideal candidate for this position will have the skills and experience necessary to: Support Relationship Managers in the daily management of their loan portfolios. Provide daily administrative and clerical assistance to the assigned department in the areas of loans, deposits and account servicing. Process loan renewals and changes in terms as related to the Relationship Managers’ portfolios or own portfolio if assigned. Call clients to request current financial statements, credit reports and income verification information. Determine if documents provided meet the bank’s requirements. Process and compile monthly production reports. Open and close accounts. Manage exceptions including loan collateral, financial reporting and depository related exceptions. Obtain missing information such as signature cards, financial statements, insurance, etc. Manage the filing, correspondence, scheduling and coordinating loan portfolio functions to assure a smooth operational flow. Assist with loan processing, closing, and monitoring while providing quality service to allow loan personnel time for business development activities. Assist customers with questions, preparing desk files and maintenance of all automated reports, etc. May manage small deposit portfolio. Other duties as assigned.
Qualifications:
Requires a High School degree or equivalent and 4+ years of in banking, loans, loan portfolios, deposits, account servicing or other directly related experience or other directly related experience. A combination of education and experience may meet job requirements. Working knowledge of loan/bank operations, loan documentation processes, loan principles, loan systems, loan portfolios, including loan renewals and changes, deposits, new accounts, banking principles, processes, policies, compliance and regulations. Strong interpersonal, customer service and communications skills, both verbal and written. Strong organizational skills. Ability to respond to inquiries in a timely manner. Ability to process, audit and review client information. Solid problem resolution skills. Ability to create and pull reports. Ability to multi-task, support various priorities, work with relationship managers and clients as needed. Working knowledge of various word processing and spreadsheet software. Spanish (written/oral) proficiency preferred Intermediate knowledge of computers software (i.e. Microsoft Word, PowerPoint, Excel, Teams) and general workflow organization
Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
Commercial Relationship Manager Jobs by Experience Level
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Find JobsCommercial Relationship Manager Job Market
Who's Hiring
- Bank of America42
- Wells Fargo21
- Regions Financial17
- Regions Bank12
- Northwest Bank12
Top Industries Hiring
- Banking & Financial Services102
- Investment & Asset Management5
- Accounting & Auditing3
- Technology & Software3
- Construction & Real Estate2
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 Bank of America, Wells Fargo, and Regions Financial, with the largest share of openings in Texas, California, and Florida, based on current listings on Migrate Mate as of August 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 30% of commercial relationship manager openings are fully remote or hybrid as of August 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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