Senior Relationship Manager - Capital Markets jobs in United States
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Northwest Bank · 1 day ago

Senior Relationship Manager - Capital Markets

Northwest Bank is seeking a Senior Relationship Manager - Capital Markets responsible for diversifying the loan portfolio while maintaining high earnings and credit ratings. This role involves developing relationships with medium and large corporations, ensuring data integrity, and providing leadership and mentorship to junior team members.

BankingFinancial Services

Responsibilities

Ensure the competency and accountability of lending officers and staff and setting expectations for training and development of personnel in order to provide for continued career advancement and development
Work with loan operations to ensure total data/document integrity and to provide prompt and efficient service to customers
Develop new and expand existing relationships with medium and large sized corporations
Utilize financial modeling to predict outcomes
Prepare sales presentation documents including industry research
Negotiate and structure financial details
Develop partnerships with various business lines to promote additional business opportunities and profitability for Northwest
Make loan presentations and recommendations to local, regional and executive loan committees
Work closely with Credit Administration, Loan Review, and Senior Management in providing feedback on condition of loan portfolio
Provide strong leadership and mentor to junior team members
Achieve and exceed budget goals
Interact with outside counsel and other professionals in cost effective manner to achieve desired results
Analyze credit information pertaining to loans
Analyze financial statements and related material
Prepare summaries, present current and objective opinions concerning credit-worthiness and risk rating
Provide credit information and references for internal review as requested
Ensure that all credit files include current financial statements, agency reports, etc
Actively participate in community affairs
Improve the weighted average credit rating of Northwest's C&I loan portfolio
Participate in multi-bank credit sector to provide net interest income and substantial incremental fees including origination fees and unused commitment fees, both as a participant and as agent
Maintain important relationships with clients and building long-term relationships
Advise Senior Management regarding how to meet targets and create investment capital
Liaise with accountants, lawyers, financial experts, and regulatory bodies
Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment

Qualification

Financial modelingCorporate Finance experienceSyndicated transactionsPrivate Equity expertiseCredit analysisRelationship managementMicrosoft OfficeLeadershipTeamworkCommunicationNegotiation

Preferred

Master's Degree in Business, Accounting, Finance, Economics, or Marketing
12 - 15 years of Corporate Finance or similar experience
Personal management experience
Experience in syndicated transactions, both a participant and as an agent
Experience related to transactions and business valuations
Expertise in Private Equity Business
Financial modeling skills
Broad network of business contacts
Ability to demonstrate strong leadership and inspire trust from clients

Company

Northwest Bank

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Northwest Bank is a financial firm that offers banking, lending, payments, and wealth management solutions.

Funding

Current Stage
Late Stage

Leadership Team

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Louis Torchio
President & Chief Executive Officer
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Ronald J. Seiffert
President & CEO
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Company data provided by crunchbase