First Interstate · 17 hours ago
Commercial Relationship Manager II
Seattle, WA
Full-time
Onsite
Mid Level
$100K/yr - $164K/yr
4+ years expFirst Interstate is a financial institution focused on providing a comprehensive range of banking services. The Commercial Relationship Manager II role is responsible for business development, managing a portfolio of bank relationships, and ensuring compliance with credit terms while driving shareholder value.
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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 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 has to meet their needs
Assembles cross-functional team to 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
Actively engages, demonstrates and fosters the First Interstate Bank Mission, Vision and Values by executing the Service Commitments
Qualification
Required
Exhibits advanced credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis
Knowledge of commercial lending policies, procedures, practices and documentation
Knowledge of the bank's risk-rating system, credit products and underwriting policies; working knowledge structuring credit products for small and medium size business in diverse industries
Proficient written and verbal communication and presentation skills
Ability to work effectively with individuals and groups across the company to manage customer relationships
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
4-6 years in commercial lending or commercial credit 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.
Medical, dental, vision, short-term and long-term disability benefits and life insurance
Flexible spending accounts
Health savings account
Employee assistance program
Paid Time Off (new hires accrue at .069 per hours worked which equates to approximately 18 days per year inclusive of paid sick time)
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.
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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