Commercial Banking Relationship Manager III jobs in United States
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Northwest Bank · 16 hours ago

Commercial Banking Relationship Manager III

Northwest Bank is seeking a Commercial Banking Relationship Manager III to serve as a trusted business advisor to clients. The role involves managing a portfolio of relationships, generating new business opportunities, and ensuring an exceptional client experience.

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
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
Complete special projects as assigned

Qualification

Commercial banking experienceRelationship managementSales performanceFinancial analysisCredit managementMicrosoft OfficeNetworking skillsTeam collaboration

Required

Serve as a trusted business advisor to clients and provide a full breadth of banking solutions to meet their financial objectives and needs
Establish a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities
Manage a portfolio of relationships, ensuring an exceptional client experience while appropriately managing risk, credit quality, servicing, etc
Develop and expand existing commercial banking relationships
Prospect actively and successfully bring in new relationships to Northwest
Engage with various product partners on a regular basis to discuss cross selling opportunities and referrals
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
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
Collect on delinquent accounts as required
Analyze financial statements and related credit material to assess risk on a continuous basis
Complete loan closings in partnership with Portfolio Management
Ensure all credit files include current financial statements, agency reports, etc
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
Work as part of a team
Complete special projects as assigned

Preferred

Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing
6 - 8 years account relationship management experience
6 - 8 years experience consistently delivering strong sales performance

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