Commercial Relationship Manager

United Community Bank

Commercial Relationship Manager generating loans, deposits, and banking services for Sarasota businesses. Managing client relationships, underwriting recommendations, loan closings, risk, and community engagement.

Posted 8/10/2026full-timeSarasota • Florida • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing client relationships and developing new business opportunities while ensuring compliance with loan policies and procedures. Proficient in analyzing financial statements and guiding credit analysts to meet profitability standards.

Highest-signal resume keywords

Client Relationship ManagementCredit AnalysisSales And Negotiation SkillsLoan Closing Process ManagementCompliance Training

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Statement AnalysisLoan StructuringTerm Sheet PreparationRisk EvaluationCommercial Analyst Training

Soft Skills

Effective CommunicationCustomer ServiceSelf-MotivatedTeam CollaborationCoaching And Development

Tools & Technologies

Vertical IQBusiness BrowserMicrosoft Programs

Certifications & Qualifications

Bank Secrecy Act TrainingAnti-Money Laundering Training

Industry Keywords

BankingLendingComplianceProfitability StandardsCommunity Engagement

About the role

Key responsibilities & impact

Manage and retain profitable client relationships
Develop new business through active calling on clients and prospects
Develop and maintain a strong COI network
Research and develop leads using Vertical IQ, Business Browser, or other available tools
Manage individual production against assigned goals
Recommend loan structure, terms, and rates
Provide guidance to credit analysts
Manage the loan closing process, including preparing term sheets and commitment letters and communicating with attorneys, appraisers, and related professionals
Ensure adherence to company loan policies and procedures
Evaluate risk to meet profitability standards
Participate in community activities and events such as Chamber, Kiwanis, and Rotary
Perform quarterly check-ins and maintain management plans with staff goals, if applicable
Coach, develop, and manage the performance of employees, if applicable
Complete required compliance, internal, and external training programs, meetings, and seminars/conferences

Requirements

What you’ll need

Bachelor’s degree in business, economics, finance, or accounting preferred, or equivalent combination of education and experience
Minimum three years’ banking experience in credit analysis or lending
Ability to analyze complex financial statements or complete a commercial analyst training program
Effective sales and negotiation skills
Excellent verbal and written communication skills
Strong customer service skills
Ability to work independently and as part of a team
Self-motivated and takes initiative
Proficient in Microsoft programs
Must complete required compliance training, including Bank Secrecy Act/anti-money laundering training
Must pass a criminal background and credit check
Schedule flexibility to work evenings and weekends as needed
Up to 20% travel required

Benefits

Comp & perks

Schedule flexibility to work evenings and weekends as needed
Up to 20% travel
Reasonable accommodations for individuals with disabilities
Equal opportunity employment