7 Commercial Banker Job Description Templates and Examples

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a motivated Junior Commercial Banker to join our dynamic banking team. In this entry-level role, you will assist in servicing our commercial clients by supporting senior bankers in managing relationships, preparing financial analyses, and contributing to lending decisions.

Responsibilities

• Support senior bankers in the preparation of client proposals and presentations
• Conduct financial analyses, including cash flow projections and credit risk assessments
• Assist in the preparation of loan documentation and processing
• Engage with clients to gather necessary information for loan applications and account management
• Participate in client meetings, taking notes and contributing insights
• Continuously learn about commercial banking products and services to effectively assist clients

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Internship or relevant experience in banking or finance is a plus
• Strong analytical skills and attention to detail
• Proficiency in Microsoft Excel and financial modeling
• Excellent verbal and written communication skills

Preferred Qualifications

• Understanding of commercial lending processes and financial statements
• Experience with customer relationship management (CRM) tools
• Familiarity with banking regulations and compliance standards

Technical Skills and Relevant Technologies

• Proficient in Microsoft Office Suite, particularly Excel and PowerPoint
• Basic knowledge of financial software and databases

Soft Skills and Cultural Fit

• Strong interpersonal skills and the ability to build rapport with clients
• Ability to work independently and collaboratively within a team
• A proactive approach to learning and problem-solving
• Adaptability in a fast-paced environment

Benefits and Perks

Salary range: [$SALARY_RANGE]

As a full-time employee, you will also enjoy:

• Comprehensive health, dental, and vision insurance
• 401(k) plan with company matching
• Generous paid time off (PTO) policy
• Professional development opportunities
• Remote work flexibility and a supportive work culture

Equal Opportunity Statement

[$COMPANY_NAME] is committed to fostering a diverse and inclusive workplace. We are an Equal Opportunity Employer and welcome applicants of all backgrounds, experiences, and perspectives. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, veteran status, or any other characteristic protected by applicable law.

Location

This is a fully remote position.

We encourage applicants from diverse backgrounds to apply, even if they don’t meet all the listed qualifications.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a strategic and results-driven Commercial Banker to join our team at [$COMPANY_NAME]. In this pivotal role, you will leverage your extensive knowledge of financial products and services to build strong relationships with business clients, assess their financial needs, and provide tailored solutions that drive their success. You will play a crucial part in our mission to empower businesses through innovative financial solutions.

Responsibilities

• Develop and maintain deep relationships with a portfolio of commercial clients, understanding their unique financial needs and providing customized banking solutions.
• Conduct thorough financial analyses to assess client creditworthiness, risks, and opportunities, ensuring sound lending practices.
• Collaborate with internal stakeholders, including credit analysts and relationship managers, to structure and negotiate loan agreements that meet client objectives while mitigating risk.
• Actively pursue new business opportunities through networking, referrals, and outreach programs, contributing to the growth of the commercial banking portfolio.
• Provide exceptional service and ongoing support to clients, ensuring timely follow-up on inquiries and fostering long-term relationships.
• Stay informed on market trends, regulatory changes, and competitive landscape to effectively advise clients and enhance service offerings.

Required and Preferred Qualifications

Required:

• Bachelor's degree in Finance, Business Administration, or a related field.
• 5+ years of experience in commercial banking, business lending, or a similar role, with a proven track record of client acquisition and relationship management.
• Strong understanding of financial statements, credit analysis, and risk assessment methodologies.
• Excellent communication and interpersonal skills, with the ability to engage effectively with clients and internal teams.
• Proficiency in using financial modeling tools and banking software.

Preferred:

• Master's degree in Business Administration (MBA) or a relevant professional certification (e.g., CFA, CBA).
• Experience in specialized industries such as real estate, healthcare, or manufacturing.
• Demonstrated success in developing and executing business development strategies.

Technical Skills and Relevant Technologies

• Advanced proficiency in financial analysis software and CRM systems.
• Familiarity with risk management frameworks and regulatory compliance standards.
• Knowledge of digital banking tools and platforms that enhance client experience.

Soft Skills and Cultural Fit

• Proactive and self-motivated with a results-oriented mindset.
• Strong problem-solving skills and the ability to think critically in high-pressure situations.
• Ability to work collaboratively in a team-oriented environment while also being comfortable taking initiative.
• Commitment to delivering exceptional service and fostering a customer-centric culture.

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

In addition to competitive compensation, we offer a comprehensive benefits package that may include:

• Health, dental, and vision insurance with low premiums.
• 401(k) retirement plan with employer matching.
• Generous paid time off and holiday schedule.
• Professional development opportunities and tuition reimbursement.

Equal Opportunity Statement

[$COMPANY_NAME] is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law.

Location

This is a hybrid position, requiring successful candidates to work from the office at least 3 days a week in [$COMPANY_LOCATION].

Note: We encourage applicants who may not meet all qualifications to apply, as we value diverse experiences and perspectives.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We're seeking a Senior Commercial Banker to join [$COMPANY_NAME]'s dynamic team, where you'll play a critical role in driving our commercial banking portfolio forward. You will leverage your extensive experience in relationship management and commercial lending to deliver customized financial solutions that meet the unique needs of our diverse clientele. Your expertise will be pivotal in identifying opportunities for growth and fostering long-term partnerships.

Responsibilities

• Develop and maintain strong relationships with commercial clients, understanding their business needs and providing tailored financial solutions
• Conduct in-depth financial analysis and risk assessments to evaluate creditworthiness and recommend appropriate lending structures
• Collaborate with internal stakeholders to ensure seamless execution of loan processes and client onboarding
• Monitor loan performance and proactively manage client relationships to mitigate risk and identify opportunities for expansion
• Lead discussions on financial strategies with clients, providing insights on market trends and economic factors affecting their business
• Participate in community engagement and networking activities to enhance [$COMPANY_NAME]'s presence in the market

Required and Preferred Qualifications

Required:

• 8+ years of experience in commercial banking, including a proven track record in relationship management and credit analysis
• Strong knowledge of commercial lending products, underwriting standards, and regulatory requirements
• Exceptional analytical skills with the ability to interpret complex financial data
• Excellent communication and negotiation skills, with a focus on building long-term client relationships

Preferred:

• A bachelor's degree in finance, business administration, or a related field; an MBA or relevant certification (e.g., CFA, CPA) is a plus
• Experience with financial modeling and forecasting techniques
• Proficiency in banking software and CRM tools

Technical Skills and Relevant Technologies

• Deep understanding of commercial lending practices and credit risk assessment
• Familiarity with financial modeling tools and credit analysis software
• Proficient in Microsoft Excel and financial reporting tools

Soft Skills and Cultural Fit

• Strong interpersonal skills and the ability to work collaboratively in a fast-paced environment
• Proactive problem solver with a customer-centric approach
• Ability to adapt to changing market conditions and client needs
• Commitment to ethical banking practices and corporate social responsibility

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

• Comprehensive health, dental, and vision insurance plans
• Retirement savings plans with company matching contributions
• Generous paid time off and flexible work arrangements
• Professional development opportunities and tuition reimbursement
• Employee wellness programs and resources

Equal Opportunity Statement

[$COMPANY_NAME] is committed to diversity and inclusion in its workforce and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation, or any other basis protected by applicable law.

Location

This is a fully remote position.

We encourage applicants from all backgrounds and experiences to apply, even if you don't meet all the qualifications listed. Your unique experiences and perspectives can bring valuable insights to our team.

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are looking for a strategic and results-oriented Commercial Banking Manager to drive our commercial banking initiatives at [$COMPANY_NAME]. In this pivotal role, you will lead a team of banking professionals, develop tailored financial solutions for our commercial clients, and establish strong relationships that foster business growth and customer satisfaction.

Responsibilities

• Lead and manage a team of commercial bankers, providing guidance and mentorship to ensure high performance and professional development.
• Develop and implement a comprehensive commercial banking strategy aligned with the overall business objectives of [$COMPANY_NAME].
• Build and maintain strong relationships with clients, understanding their financial needs and providing customized banking solutions.
• Analyze market trends and client data to identify new business opportunities and drive growth in the commercial banking segment.
• Collaborate with internal teams, including credit, risk, and operations, to ensure seamless execution of banking services.
• Monitor team performance metrics and implement strategies to optimize operational efficiency and client satisfaction.
• Ensure compliance with all regulatory requirements and uphold the highest standards of ethical conduct within the team.

Required and Preferred Qualifications

Required:

• Bachelor's degree in Finance, Business Administration, or a related field.
• 5+ years of experience in commercial banking, with a proven track record of managing teams and driving business growth.
• Strong understanding of commercial lending products, credit analysis, and financial statement interpretation.
• Exceptional interpersonal and communication skills, with the ability to build rapport with clients and stakeholders.

Preferred:

• Master's degree in Business Administration (MBA) or a relevant professional certification (e.g., CFA, CBA).
• Experience in a leadership role within a commercial banking environment.
• Proven ability to develop and implement strategic initiatives that enhance client satisfaction and business performance.

Technical Skills and Relevant Technologies

• Proficient in banking software and financial analysis tools.
• Strong analytical and problem-solving skills, with the ability to make data-driven decisions.
• Familiarity with CRM systems and client management tools to enhance relationship management.

Soft Skills and Cultural Fit

• Demonstrated leadership ability with a focus on team development and collaboration.
• Strong customer service orientation, with a passion for helping clients achieve their financial goals.
• Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities.
• Innovative mindset with a commitment to continuous improvement and adaptation to changing market conditions.

Benefits and Perks

Annual salary range: [$SALARY_RANGE].

In addition to a competitive salary, we offer a comprehensive benefits package that may include:

• Health, dental, and vision insurance.
• 401(k) plan with company match.
• Generous paid time off and holiday policy.
• Professional development opportunities and tuition reimbursement.
• Employee assistance programs and wellness initiatives.

Equal Opportunity Statement

[$COMPANY_NAME] is committed to fostering a diverse and inclusive workplace. We are an Equal Opportunity Employer and do not discriminate based on race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We encourage all qualified candidates to apply, including those who may not meet every single requirement.

Location

This position is remote within [$COMPANY_LOCATION].

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a strategic and results-oriented Vice President of Commercial Banking to lead our commercial banking division at [$COMPANY_NAME]. In this pivotal role, you will drive revenue growth and enhance customer relationships by developing innovative financial solutions tailored to the needs of our commercial clients. You will be responsible for overseeing the commercial banking portfolio, guiding a talented team of bankers, and collaborating with cross-functional teams to achieve business objectives.

Responsibilities

• Lead and manage the commercial banking team, ensuring alignment with the strategic goals of the organization.
• Develop and implement comprehensive commercial banking strategies to drive growth in loans, deposits, and other financial products.
• Build and maintain strong relationships with key commercial clients, understanding their needs and providing tailored financial solutions.
• Monitor market trends and competitor activities to adapt strategies and identify new opportunities for growth.
• Oversee credit risk management processes, ensuring compliance with regulatory requirements and sound banking practices.
• Collaborate with the executive leadership team to set performance targets and monitor progress toward achieving them.
• Provide mentorship and professional development opportunities for team members, fostering a high-performance culture.

Required and Preferred Qualifications

Required:

• 10+ years of experience in commercial banking, with a strong track record of leadership and business development.
• Proven ability to develop and implement successful banking strategies that enhance profitability and customer satisfaction.
• In-depth knowledge of commercial lending products, credit analysis, and risk management principles.
• Exceptional interpersonal and communication skills, with a demonstrated ability to influence stakeholders at all levels.

Preferred:

• Master's degree in Business Administration, Finance, or a related field.
• Experience in a senior leadership role within a large financial institution.
• Strong network of relationships within the commercial banking sector.

Technical Skills and Relevant Technologies

• Proficiency in financial analysis tools and banking software.
• Strong understanding of regulatory compliance frameworks and risk management practices.
• Experience with CRM systems and data analytics tools to drive decision-making.

Soft Skills and Cultural Fit

• Strategic thinker with strong analytical skills and attention to detail.
• Ability to work collaboratively in a fast-paced, dynamic environment.
• Proven leadership skills with a focus on team development and performance enhancement.
• Results-driven mindset with a commitment to exceeding client expectations and achieving business goals.

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

• Comprehensive health, dental, and vision insurance.
• 401(k) retirement plan with company matching.
• Generous paid time off and holidays.
• Professional development opportunities and training programs.
• Performance-based bonuses and incentives.

Equal Opportunity Statement

[$COMPANY_NAME] is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Location

This is a hybrid position, requiring presence in the office at least three days a week at [$COMPANY_LOCATION].

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking a highly strategic and results-driven Director of Commercial Banking to lead our commercial banking division at [$COMPANY_NAME]. This role is critical in driving growth, managing client relationships, and overseeing a team of banking professionals. You will be responsible for developing and executing innovative banking strategies that align with our mission to provide exceptional financial solutions to our clients.

Responsibilities

• Lead the commercial banking division, setting strategic direction and ensuring alignment with overall business goals
• Manage and mentor a high-performing team of relationship managers and banking professionals, fostering a culture of excellence and accountability
• Develop and implement comprehensive commercial banking strategies that enhance client acquisition, retention, and profitability
• Build and maintain strong relationships with key clients and stakeholders, understanding their needs and delivering tailored financial solutions
• Analyze market trends and competitive landscape to identify opportunities for growth and innovation
• Oversee risk management practices within the division, ensuring compliance with regulatory requirements and internal policies
• Collaborate with cross-functional teams to drive product development and improve service offerings

Required and Preferred Qualifications

Required:

• 10+ years of experience in commercial banking or a related financial services role, with a proven track record of leadership and success
• Strong knowledge of commercial banking products, services, and industry best practices
• Demonstrated ability to develop and execute strategic initiatives that drive business growth
• Exceptional interpersonal and communication skills, with the ability to engage and influence stakeholders at all levels

Preferred:

• Advanced degree (MBA or similar) and relevant professional certifications (e.g., CBA, CFA)
• Experience in a hybrid work environment, successfully managing remote and in-office teams

Technical Skills and Relevant Technologies

• Proficiency in commercial banking software and CRM systems
• Understanding of financial modeling, credit analysis, and risk assessment techniques
• Familiarity with emerging technologies impacting the banking sector, including fintech solutions

Soft Skills and Cultural Fit

• Proven leadership capabilities, with a focus on team development and performance management
• Strong problem-solving skills and a strategic mindset, with the ability to navigate complex challenges
• Ability to cultivate a collaborative and inclusive work environment
• High level of integrity and professionalism, with a commitment to ethical banking practices

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

• Comprehensive health, dental, and vision insurance
• Retirement plans with company matching
• Generous paid time off and holidays
• Professional development opportunities and tuition reimbursement

Equal Opportunity Statement

[$COMPANY_NAME] is committed to fostering a diverse and inclusive workplace. We are an Equal Opportunity Employer and welcome applicants from all backgrounds, identities, and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other protected status under applicable law.

Location

This is a hybrid position, requiring a minimum of three days per week in the office located in [$COMPANY_LOCATION].

Company Overview

[$COMPANY_OVERVIEW]

Role Overview

We are seeking an innovative Head of Commercial Banking to lead our strategic initiatives and drive growth in our commercial banking division. This role is pivotal in shaping the future of our commercial banking services, enhancing customer relationships, and delivering exceptional financial solutions that meet the evolving needs of our clients.

Responsibilities

• Develop and implement a comprehensive commercial banking strategy that aligns with the overall business goals of [$COMPANY_NAME]
• Lead and mentor a high-performing team of banking professionals, fostering a culture of excellence and accountability
• Identify and pursue new business opportunities and partnerships to expand our commercial banking portfolio
• Drive innovation by leveraging technology and data analytics to enhance customer experiences and operational efficiencies
• Establish strong relationships with key stakeholders, both internally and externally, to drive business growth and enhance service delivery
• Monitor regulatory compliance and risk management practices to ensure adherence to industry standards
• Provide executive leadership by communicating results, challenges, and opportunities to the senior management team

Required and Preferred Qualifications

Required:

• 10+ years of experience in commercial banking or financial services, with a proven track record of leadership
• Strong understanding of commercial banking products, services, and market trends
• Exceptional strategy development and execution skills, with the ability to drive results in a dynamic environment
• Demonstrated experience in managing teams and building high-performance cultures
• Excellent communication and interpersonal skills, with the ability to engage and influence stakeholders at all levels

Preferred:

• Advanced degree in finance, business administration, or a related field
• Experience in digital banking transformation initiatives or fintech partnerships
• Proven track record in navigating regulatory environments and compliance frameworks

Technical Skills and Relevant Technologies

• Deep expertise in commercial banking software and CRM systems
• Familiarity with data analytics tools and methodologies to inform strategic decision-making
• Proficiency in risk management frameworks and financial analysis

Soft Skills and Cultural Fit

• Strong leadership presence with a focus on collaboration and team empowerment
• Results-oriented mindset with a commitment to continuous improvement and innovation
• Ability to thrive in a fast-paced, remote environment while maintaining a high level of productivity
• Authentic and approachable personality that fosters trust and engagement

Benefits and Perks

Annual salary range: [$SALARY_RANGE]

Additional benefits may include:

• Equity options
• Comprehensive health, dental, and vision coverage
• Retirement savings plans with company matching
• Generous paid time off and parental leave policies
• Professional development opportunities and educational stipends

Equal Opportunity Statement

[$COMPANY_NAME] is committed to creating a diverse environment and is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, veteran status, or any other characteristic protected by applicable law.

Location

This is a fully remote position.

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