First Interstate · 5 hours ago
Commercial Relationship Manager III
Missoula, MT
Full-time
Onsite
Senior Level
7+ years expFirst Interstate is a financial institution looking for a Commercial Relationship Manager III to manage a portfolio of complex clients. The role involves developing new business, maintaining client relationships, and achieving financial targets while ensuring compliance with bank regulations.
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
Actively 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. Proactively promotes bank products and services and keeps clients informed of financial solutions 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
Research and study 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, which includes keeping up to date on regulation changes and following 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 leadership team
Recognized as a Subject Matter Expert when difficult questions arise
Provides practical, relevant ideas and perspectives on processes or process improvement
Actively engages, demonstrates and fosters the First Interstate Bank Mission, Vision and Values by executing the Service Commitments
Qualification
Required
Advanced credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis
Knowledge of commercial lending policies, procedures, practices and documentation
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
Ability to work effectively with individuals and groups across the company to manage customer relationships
Excellent written and verbal communication and presentation skills
Computer skills essential, including Word and Excel and Outlook. Experience with PowerPoint beneficial
Requires initiative and solid judgement
Ability to prioritize work and remain adaptable under pressure
Bachelor's Degree in Business, Finance or equivalent required
7-9 years in commercial lending or commercial credit underwriting; or the equivalent combination of education and experience. Has completed Credit Analyst training; experience with asset-based lending, capital structure finance and trade finance 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
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