Commercial Banking Relationship Manager - Not-for-Profit

About the position

The main purpose of this job is to provide comprehensive management of existing commercial relationships while strategically developing new business opportunities within the Institutional, Not-for-Profit, and Healthcare segments. The role involves serving as the primary consultative advisor for an assigned portfolio of diverse and complex not-for-profit and healthcare relationships, ensuring high customer satisfaction and long-term retention. Additionally, the position requires the development and execution of strategic sales plans to drive growth, leveraging strong industry expertise and market insights. The candidate will establish and maintain meaningful relationships with C-level executives, board members, and financial decision-makers, acting as a strategic partner to clients by understanding their unique financial needs and delivering tailored banking solutions. Collaboration across multiple teams is essential to ensure seamless execution on client growth strategies, and participation in industry and community functions is expected to foster meaningful connections and establish visibility and credibility across the market. Mentoring and providing leadership to junior team members is also a key responsibility.

Responsibilities

• Serve as the primary consultative advisor for an assigned portfolio of diverse and complex not-for-profit and healthcare relationships, ensuring high customer satisfaction and long-term retention
• Provide comprehensive relationship management, proactively identifying and pursuing new business opportunities within the not-for-profit sector
• Develop and execute strategic sales plans to drive growth, leveraging strong industry expertise and market insights
• Establish and maintain meaningful relationships with C-level executives, board members, and financial decision-makers in a confident and engaging manner
• Act as a strategic partner to clients by understanding their unique financial needs and delivering tailored banking solutions
• Work collaboratively across multiple teams, including portfolio management, treasury services, credit administration, and other solution partners to ensure seamless execution on client growth strategies
• Actively participate in industry and community functions and organizations to foster meaningful connections while establishing visibility and credibility across the market
• Mentor and provide leadership to junior team members, fostering professional development and knowledge-sharing within the organization
• Perform other duties as assigned

Requirements

• Strong knowledge of industry trends, regulatory changes, and financial market developments affecting the Not-for-Profits and Healthcare sectors
• Strong strategic thinking and analytical problem solving abilities to drive effective client solutions
• Ability to communicate complex financial concepts in a clear, compelling, and consultative manner
• Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
• Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
• Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
• Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
• Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook

Benefits

• Employer sponsored health insurance
• Dental insurance
• Vision insurance
• 401(k)
• Life insurance
• Paid vacation
• Paid personal time
• Career development
• Education assistance
• Voluntary supplemental benefits