Amalgamated Bank · 17 hours ago
Senior Relationship Manager, Technology and Diversified Lending
San Francisco, CA, US
Full-time
Onsite
Senior Level, Lead/Staff
$160K/yr - $235K/yr
8+ years expAmalgamated Bank is seeking a Senior Relationship Manager for Technology and Diversified Lending to develop and manage client relationships in emerging sectors. The role focuses on business development, revenue generation, and collaboration with internal teams to ensure client satisfaction and sound credit quality.
Banking
Responsibilities
Originate new lending and deposit relationships in assigned sectors, with accountability for meeting individual production and portfolio growth goals
Develop and execute a proactive business development strategy, including prospect identification, calling plans, and pipeline management
Identify and cultivate relationships with technology companies, sponsors, investors, intermediaries, and other market participants
Represent the Bank externally through networking events, industry conferences, and professional organizations to expand market presence
Serve as the primary relationship owner for assigned clients, providing ongoing strategic coverage and maintaining strong client satisfaction
Identify opportunities to deepen relationships and cross-sell Bank products and services including treasury management, deposits, and investment services
Lead transactions from origination through closing, serving as the primary business sponsor for new opportunities
Partner with underwriting, portfolio management, and credit teams to structure transactions that meet client needs while aligning with the Bank’s risk appetite
Coordinate preparation of client presentations, opportunity memos, and credit requests in collaboration with internal partners
Present opportunities to internal approval authorities as the relationship sponsor, addressing business rationale, client strategy, and relationship considerations
Work closely with legal counsel, underwriting, and loan operations to facilitate timely documentation and closing of transactions
Maintain regular client contact to understand evolving business needs, industry dynamics, and potential opportunities
Partner with Portfolio Management and Loan Servicing to support ongoing client compliance with loan terms, reporting requirements, and covenant expectations
Proactively identifying emerging client issues and coordinate with internal teams to support resolution and risk mitigation
Maintain awareness of portfolio performance within assigned relationships and escalate concerns as appropriate
Qualification
Required
Bachelor's degree in Business Administration, Finance, Accounting, or related field, or equivalent advanced commercial credit experience
Minimum 8-12 years of experience in commercial banking, corporate banking, sponsor finance, technology banking, or related lending environment
Demonstrated track record of originating and closing new commercial lending relationships
Strong external market presence with established professional network in relevant sectors
Proven ability to develop and manage a pipeline and consistently meet business development goals
Experience leading complex client relationships and coordinating cross-functional deal teams
Strong understanding of commercial credit principles and deal structuring, with ability to partner effectively with credit teams
Excellent communication, negotiation, and presentation skills
High level professionalism, initiative, and accountability
Ability to represent the Bank credibly with senior executives, sponsors, investors, and external partners
Preferred
advanced degree or professional certification (MBA, CRC, CFA, CPA)
Company
Amalgamated Bank
For over a century, Amalgamated Bank has been America’s Socially Responsible bank supporting thousands of people, organizations, causes and businesses.
Founded in 1923New York, New York, USA
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Keith Mestrich
Retired President and CEO
Sam Brown
Senior Executive Vice President, Chief Banking Officer
Recent News
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