First Interstate · 15 hours ago
Commercial Relationship Manager I
Great Falls, MT
Full-time
Onsite
Entry Level
1+ years expFirst Interstate is a financial institution focused on community banking. This role serves as an entry level commercial banking position, involving business development and supporting senior bankers in portfolio management and credit functions.
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 either through monitored calling efforts utilizing a small business banking platform or collaboration with a Commercial Relationship Manager III/Senior CRM
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
Actively participates in community organizations to source business development opportunities and demonstrates First Interstate Bank’s commitment to the communities we serve
Builds client and prospect 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. Proactively promotes bank products and services and keeps clients informed of all the financial solutions First Interstate Bank offers to meet their needs
Assembles cross-functional team to respond to customer requests when not able to address requests personally
Works on complex problems requiring in-depth evaluation of client information in conjunction with Commercial Relationship Manager III/Senior Commercial Relationship Manager
Maintains follow up on existing loans to ensure compliance with internal procedures and other required terms
Research and study industrial, commercial, economic and financial situations relating to existing and new business
Actively engages, demonstrates and fosters the First Interstate Bank Mission, Vision and Values by executing the Service Commitments
Maintains compliance with all bank regulations for assigned job function and applies to designated job responsibilities
Follows all Bank policies and procedures, compliance regulations, and completes all required annual training
Qualification
Required
Experience in accounting, financial statement and cash flow analysis consistent with job functionality
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 relationship
Computer skills essential, including Word and Excel and Outlook. Experience with PowerPoint beneficial
Requires initiative and rational judgement
Ability to prioritize work and remain adaptable under pressure
Bachelor's Degree in Business, Finance or equivalent required
1-3 years in credit analysis and commercial underwriting; or the 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.
Company
First Interstate
At First Interstate, we meet people where they are—helping them get to where they want to be.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Kevin Riley
President and Chief Executive Officer
BRITTNEY BAUER
REAL ESTATE LOAN PROCESSOR/CLOSER
Recent News
2025-10-03
Corridor Business Journal
2025-06-28
2025-06-02
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