Middle Market Relationship Manager

Columbia Bank

Middle Market Relationship Manager growing Columbia Bank’s commercial lending relationships. Advising complex clients, structuring credit solutions, and driving profitable portfolio growth.

Posted 8/21/2026full-timeEncino • California • 🇺🇸 United StatesSeniorLead💰 $135,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive expertise in Middle Market Lending, with a strong focus on relationship management, business development, and credit analysis. Proven ability to lead cross-functional teams and deliver customized banking solutions while ensuring compliance with regulatory standards.

Highest-signal resume keywords

Middle Market Lending ExperienceBusiness DevelopmentCredit AcumenRelationship ManagementAnalytical Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Credit AnalysisFinancial Statement AnalysisUnderwritingRisk-Rating System KnowledgeCredit Product StructuringAsset-Based LendingSyndicationsCapital Structure FinanceLeveraged LendingTrade Finance

Soft Skills

Excellent Communication SkillsProblem-Solving SkillsNegotiation SkillsMentoring SkillsTeam Leadership

Tools & Technologies

Microsoft OfficeBanking Systems

Industry Keywords

Middle MarketCommercial ClientsBank Secrecy ActRegulation CCRegulation EPortfolio ManagementClient Relationship ManagementCredit QualityBusiness DevelopmentCompliance Regulations

About the role

Key responsibilities & impact

Serve as the key banking relationship manager for assigned middle market client relationships
Prospect for new business and partner with Client Solution Managers to deepen client relationships
Act as a trusted advisor to Executive-level client contacts by assessing holistic banking needs and providing customized insights and solutions
Drive profitable revenue growth and quality credit
Serve as the Middle Market client expert and go-to person for complex clients
Lead business development by understanding clients’ and prospects’ businesses and industries
Perform client reviews to ensure relevant solutions as clients grow and adapt
Develop and maximize established referral networks
Identify opportunities and partner to structure, coordinate, and sponsor credit and non-credit solutions
Assemble and lead cross-functional teams responding to customer requests and needs
Present the full breadth of the bank through a team of experts
Maintain active prospecting, including identification, qualification, and calling
Balance prospecting with quality client maintenance
Make loan and term decisions within established lending limits
Analyze credit and borrowing eligibility
Follow up on current loans to ensure compliance with procedures and required terms
Study middle market industrial, economic, and financial conditions for business development and portfolio management
Demonstrate compliance with bank regulations and stay current on regulatory changes
Follow bank policies, procedures, compliance regulations, and complete required training
Maintain working knowledge of Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other applicable regulations
Coach, mentor, or train others and teach coursework as a subject matter expert when requested
Foster Columbia corporate culture and model personal initiative
Perform other duties as assigned

Requirements

What you’ll need

More than 10 years of relevant Middle Market lending experience and proven track record of exceeding performance in developing business in the Middle Market segment and industry (Required)
4-7 years of high performance experience serving commercial clients with $25MM+ annual revenue (Preferred)
Proven track record of success in developing new business, growing market share and establishing/growing a quality supportive network
Experience working in relationship management teams with a proven understanding of balancing business development and asset quality
Proven ability to constructively work within or lead a team to deliver holistic, customized banking relationships
Expert credit acumen, including accounting, financial statements, business understanding, and operational cash flow
Working knowledge of the bank’s systems and policies applicable to underwriting and portfolio management
Thorough knowledge of the bank’s risk-rating system, credit products, and underwriting policies
Exceptional working knowledge structuring credit products for middle market businesses in diverse industries with complex ownership structures
Excellent relationship management, business development, analytical, problem-solving, sales, credit, and credit quality skills
Superior client relationship and internal partnering skills
Excellent written and verbal communication and presentation skills
Strong computer skills, including Microsoft Office, with ability to learn new business software
Ability to train and present to small and large audiences
Superior technical credit expertise and ability to mentor others
Ability to negotiate/collaborate with Senior Credit Officers on credit terms and structures
Experience with syndications, asset-based lending, capital structure finance, leveraged lending, enterprise value lending, and trade finance
Experience with underwriting and/or managing Shared National Credits (SNC)
Frequent travel required
Ability to work fully onsite at posted location(s)

Benefits

Comp & perks

Comprehensive healthcare coverage (medical, dental, and vision plans)
401(k)-retirement savings plan with employer match for qualifying associate contributions
Employee assistance program
Life insurance
Disability insurance
Tuition assistance
Mental health resources
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Access to an online discount marketplace
Paid vacation, sick days, volunteer days, and holidays
Benefit eligibility begins the first day of the month following the date of hire for associates regularly scheduled to work at least thirty hours weekly