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CFBank · 3 months ago

Sr. Relationship Manager (Commercial Lender)

Columbus, OH, USA

Full-time

Onsite

Senior Level

CFBank is a fast-growing commercial bank that provides a boutique banking experience for its clients. The Sr. Relationship Manager (Commercial Lender) will be responsible for acquiring and retaining commercial banking relationships, supporting existing clients, and increasing the customer base through quality credit origination.

BankingBusiness IntelligenceFinancial ServicesService Industry

Comp. & Benefits

Responsibilities

Identify and screen new business opportunities for prospective clients, focusing primarily on commercial lending opportunities and cross-selling and referring deposit relationships

Provide support to existing business banking clients, often coordinating with client service, treasury management, lending, and operations staff

Develop, maintain, and analyze various reports and financial data for tracking and reporting, developing business banking solutions, resolving issues, and minimizing risk

Increase customer base and impact the Banks bottom line through the origination of quality credits with a high priority on deepening relationships beyond just the commercial financing needs

Assist credit staff in preparation, analysis, and delivery of credit solutions for new and existing clients

Comply with internal security policies and procedures and maintain customer confidentiality at all times

Adhere to all regulations, policies, and record-keeping requirements. Complete all required training related to bank regulations and policies

Accept other responsibilities and projects as requested to add value for CFBank

Qualification

Commercial lendingClient relationship managementFinancial analysisBusiness developmentTeam collaboration

Required

Experience in commercial banking and relationship management

Strong communication and coordination skills

Ability to identify and screen new business opportunities

Experience in providing support to business banking clients

Ability to develop, maintain, and analyze reports and financial data

Experience in increasing customer base and origination of quality credits

Ability to assist credit staff in preparation and analysis of credit solutions

Knowledge of internal security policies and procedures

Understanding of regulations, policies, and record-keeping requirements

Willingness to accept other responsibilities and projects as requested

Benefits

Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.

Professional development opportunities including educational/training opportunities

“Accelerated” 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3-year vesting

Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)

Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources

One of the most collaborative environments you’ll find, with a team of hard-working mutually invested professionals who are excited about shared success