Middle Market RM I

First Commonwealth Financial
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Influencing others","Analytical skills"]

Manage a portfolio of existing middle-market banking relationships while serving as the primary point of contact for clients. Drive growth by cultivating new business and recommending banking products across lines of business, including treasury management and capital markets opportunities. Provide financial solutions advisory, troubleshoot client issues, maintain accurate call records, and support credit quality by coordinating with credit administration and portfolio management to ensure policy adherence and successful loan documentation.

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First Commonwealth Financial
First Commonwealth Financial
1 year ago

Middle Market RM I

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Source: Company careers pageValidated by: Fursa AI
Last checked: 17 hours agoStatus: Live

Job Summary

Manage a portfolio of existing middle-market banking relationships while serving as the primary point of contact for clients. Drive growth by cultivating new business and recommending banking products across lines of business, including treasury management and capital markets opportunities. Provide financial solutions advisory, troubleshoot client issues, maintain accurate call records, and support credit quality by coordinating with credit administration and portfolio management to ensure policy adherence and successful loan documentation.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Pursue and originate middle-market clients with borrowing needs, developing opportunities for deposit, loan, and fee revenue growth.
  • •Manage relationships with complex capital structures and identify capital markets opportunities.
  • •Provide financial solutions advisory by assessing client needs and recommending tailored banking products and services.
  • •Support day-to-day relationship management by addressing client inquiries, troubleshooting issues, and maintaining accurate call records.
  • •Coordinate on compliance and risk management, including credit worthiness, negotiation of loan terms, and ensuring proper execution of loan documents while monitoring credit quality.
Travel: Low travel

Key Requirements

  • •Bachelor’s degree in Business or Finance (or equivalent experience).
  • •Minimum of three years of credit analysis and/or relevant industry experience.
  • •Strong communication skills with the ability to influence others.
  • •Strong computer and analytical skills.
  • •Valid driver’s license and travel, including some overnight stays, are required.
Experience:3+ yearsBankingCredit analysisCapital marketsPublic financeTreasury management
Education:Bachelor's
Skills:CommunicationInfluencing othersAnalytical skills
Licenses:Driver's license

Company Brief

First Commonwealth Financial
Regional financial services company providing banking, lending, wealth management, and related financial products for individuals and businesses. Operates primarily through First Commonwealth Bank across Pennsylvania and neighboring markets.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Revenue: USD 100M to 250M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Indiana, United States
Founded: 1982
WebsiteLinkedIn