SeniorRelationshipManagerMarketLeadMiddleMarket

Work to become a trusted advisor / strategic partner to middle market and large corporate clients, in addition to private equity firms and family offices., Create and drive strategy to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet., Identify product/service opportunities for other business units and participates in development of creative solutions to client needs, coordinates presentations, and brings in partners when appropriate., Manages risk/return and drives quality for new and/or existing clients., Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks., Lend strategic support to Associates and Sr.

Associates as well as the Credit and Services teams to execute client requests in an efficient and effective manner, Collaborate with deal team on externally-facing closing activities as needed., Provides direction to Associates and Sr.

Associates in the preparation of the various internal portfolio monitoring reports, Respond to approval requests for overdrafts, manual wires, NSF wires, ACH suspensions, etc., Understand the key parameters of the Bank’s Risk Appetite which will be of value as new credit opportunities are surfaced for the Bank’s Sr Mgmt.

and Credit Risk Management teams to review, Maintain regular dialogue with clients in order to be able to assess any changes in financial performance and coordinate with PMs to make recommendations as to changes in the Bank’s underlying risk ratings applied to each client., Responsible and accountable for new strategic relationship acquisition and resulting new business generation goals., Drive new business through quality leads from wide network of referral sources and regular prospect visits., Identify cross sell opportunities new clients., Active development and maintenance of Client Relationship Management (CRM) in order to ensure accurate pipeline forecasting., Bolster market presence within the community and industry associations with the purpose of promoting CIBC and cultivating potential prospects and referral sources., Participate in initial Fit Assessment discussion with deals., Assist in structuring new deals to bridge client expectations and bank requirements., Act as Strategic Advisor to clients as needed., Collaborate with Portfolio Managers as part of a team to ensure delivery of top-notch client service., Maintain open line of communication with client as new deal progresses through fulfillment., Provide guidance during credit events for new strategic relationships, including collaboration with Portfolio Managers during analysis and deal approval as needed., Assist Portfolio Managers in deal negotiation as needed.