First Interstate · 10 hours ago
Senior Commercial Relationship Manager - CRE
First Interstate is a financial institution seeking a Senior Commercial Relationship Manager to manage a portfolio of complex clients. The role involves establishing strategic partnerships, developing new business, and ensuring the bank meets its financial targets through effective relationship management.
BankingCredit CardsFinancial ServicesWealth Management
Responsibilities
Achieves individual annual production and growth goals for loan, deposits, and fees to ensure the bank meets its overall financial targets and conforms to credit terms
Initiates and develops new business through outside business development activities
Ensures ongoing contact with new clients to enhance client’s experience with First Interstate Bank
Develops a comprehensive understanding of the client’s needs based on the review and analysis of personal bank business financial data gathered through relationship reviews and personal meetings
Uses internal customer sourcing software to generate leads, track activities and make referrals to requisite business partners and bankers
Participates in community organizations to source business development opportunities and demonstrates First Interstate Bank’s commitment to the communities we serve
Builds client referral pipeline via identification and development of internal and external center of influence
Develops and maintains an in-depth knowledge of products and services, as well as knowledge of competitors and competitive products
Promotes bank products and services and keeps clients informed of financial solutions that First Interstate Bank offers to meet their needs
Assembles cross-functional team to quickly respond to customer requests when not able to address requests personally; knows when and how to bring in teams of experts, as well as identify cross-sell opportunities
Analyzes credit to determine the ability of clients to qualify for borrowing requirements
Assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring and portfolio management activities; assures accurate risk assessment of assigned portfolio
Maintains follow up on existing loans to ensure compliance with internal procedures and other required terms
Researches and studies industrial, commercial, economic, and financial situations relating to existing and new business
Maintains compliance with all bank regulations for assigned job function and applies to designated job responsibilities. Keeps up to date on regulation changes
Follows all Bank policies and procedures, compliance regulations, and completes all required annual training
May be asked to coach, mentor, or train others
Contributes to strategic level discussions with members of the senior management team
Acts as the Subject-Matter Expert (SME) when difficult questions arise
Provides practical, relevant ideas and perspectives on processes or process improvement
Engages, demonstrates, and fosters the First Interstate Bank Mission, Vision, and Values by executing the Service Commitments
Qualification
Required
Computer skills essential, including Word, Excel, and Outlook. Experience with PowerPoint beneficial
Requires initiative and solid judgement
Ability to prioritize work and remain adaptable under pressure. Knowledge may be gained through coursework and on-the-job training
Ability to read, analyze, and interpret common financial reports and legal documents
Ability to respond to common inquiries of complaints of customers, regulatory agencies, or members of the business community
Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations
Ability to define problems, collect data, establish facts, and draw valid conclusions
Exhibits advanced credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis experience; has completed Credit Analyst training
Knowledge of commercial lending policies, procedures, practices, and documentation
Excellent written and verbal communication and presentation skills; ability to work effectively with individuals and groups across the company to manage customer relationships
Proficiency with bank's risk-rating system, credit products and underwriting policies; working knowledge structuring credit products for small and medium size business in diverse industries
Experience with asset-based lending, capital structure finance and trade finance
Bachelor's Degree in Business, Finance, or related field required
10+ years experience in commercial lending, commercial credit underwriting, and/or equivalent combination of education and experience required
Benefits
Generous Paid Time Off (PTO) in addition to paid federal holidays.
Student debt employer repayment program.
401(k) retirement plan with a 6% match.
Medical, dental, vision, short- term and long-term disability benefits and life insurance, flexible spending accounts, health savings account, employee assistance program, 401(k), Paid Time Off (new hires accrue at .069 per hours worked which equates to approximately 18 days per year inclusive of paid sick time) and up to 11 paid Federal holidays.
Company
First Interstate
At First Interstate, we meet people where they are—helping them get to where they want to be.
Funding
Current Stage
Late StageLeadership Team
Recent News
2025-10-03
Corridor Business Journal
2025-06-28
2025-06-02
Company data provided by crunchbase