Senior Relationship Manager, Technology and Diversified Lending
Amalgamated Bank
full-time
Posted on:
Location Type: Office
Location: San Francisco • California • United States
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Salary
💰 $160,000 - $235,000 per year
Job Level
About the role
- Senior Relationship Manager responsible for originating, developing, and managing client relationships in technology and diversified lending sectors.
- Accountable for business development, revenue generation, and relationship management while partnering with underwriting, credit, portfolio management, and treasury teams.
- Serves as a senior external representative of the Bank in targeted markets and expected to proactively source opportunities, build a pipeline, and contribute to strategic growth.
- Originate new lending and deposit relationships, develop and execute a proactive business development strategy.
- Represent the Bank externally through networking events and industry conferences.
- Lead transactions from origination through closing, partner with underwriting and credit teams to structure transactions.
- Maintain regular client contact to understand evolving business needs and partner with internal teams to support resolution and risk mitigation.
Requirements
- Bachelor’s degree in Business Administration, Finance, Accounting, or related field, or equivalent advanced commercial credit experience; advanced degree or professional certification (MBA, CRC, CFA, CPA) preferred.
- Minimum 8-12 years of experience in commercial banking, corporate banking, sponsor finance, technology banking, or related lending environment.
- Demonstrated track record of originating and closing new commercial lending relationships.
- Strong external market presence with established professional network in relevant sectors.
- Proven ability to develop and manage a pipeline and consistently meet business development goals.
- Experience leading complex client relationships and coordinating cross-functional deal teams.
- Strong understanding of commercial credit principles and deal structuring, with ability to partner effectively with credit teams.
- Excellent communication, negotiation, and presentation skills.
- High level professionalism, initiative, and accountability.
- Ability to represent the Bank credibly with senior executives, sponsors, investors, and external partners.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
commercial bankingcorporate bankingsponsor financetechnology bankingcommercial credit principlesdeal structuringbusiness development strategypipeline managementrevenue generationrelationship management
Soft Skills
communication skillsnegotiation skillspresentation skillsprofessionalisminitiativeaccountabilityleadershipinterpersonal skillsclient relationship managementcross-functional coordination
Certifications
MBACRCCFACPA