Apply on Employer Site

Northwest Bank · 1 week ago

Commercial Banking Relationship Manager

York, PA

Full-time

Onsite

Senior Level

5+ years exp

Northwest Bank is a financial institution seeking a C & I Commercial Relationship Manager who will serve as a trusted business advisor to clients, providing a full range of banking solutions to meet their financial objectives. The role involves managing a portfolio of relationships, generating new business opportunities, and ensuring exceptional client experiences while adhering to the bank's standards.

BankingFinancial Services

Responsibilities

Develop and expand existing commercial banking relationships

Prospect actively and successfully bring in new relationships to Northwest

Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships

Achieve and exceed budget goals as assigned individually and by region

Actively participate in community and professional networking events

Develop meaningful “Centers of Influence” relationships

Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs

Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest

Manage a commercial loan portfolio of both credit and noncredit clients

Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required

Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis

Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate

As required, collect on delinquent accounts

Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management

Complete loan closings in partnership with Portfolio Management

Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management, compliance with Northwest policies and procedures, and with Federal and State regulations

Participate in continued sales, product and credit training

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

C & I lendingAccount relationship managementRisk managementSales performanceNegotiating skillsMultitaskingMicrosoft OfficeCommunication skillsTeamwork