Fox Communities Credit Union · 12 hours ago
VP, Commercial Relationship Manager
Appleton, WI
Full-time
Hybrid
Mid, Senior Level
7+ years expFox Communities Credit Union is a community-based credit union serving over 130,000 members. The VP, Commercial Relationship Manager is responsible for developing and managing a portfolio of commercial relationships, ensuring strong asset quality, and fostering new business relationships while representing the credit union in the community.
BankingFinancial ServicesInsurance
Hiring Manager
Lindsey Bunkleman
Responsibilities
Promoting and upholding the Fox Purpose, Mission, Vision, and Values
Proactively managing a portfolio of commercial members by delivering a high level of service, anticipating business needs, and providing expert guidance
Identifying and engaging prospective members through networking and outreach, while building strong relationships to deliver tailored deposit, lending, and cash management solutions
Partnering with other business lines to provide collaborative solutions to members
Acting as a first line of defense to manage risk through ongoing monitoring of an existing commercial portfolio to help maintain a high asset quality
Portfolio management through timely annual reviews and loan renewals and proactively monitoring and addressing payment delinquencies and overdrafts to maintain portfolio quality and compliance
Maintaining up to date member files as required by loan policy and underwriting standards
Maximizing profitability through appropriate loan and deposit pricing, fee income, and cross-selling of all products and services
Negotiating terms and structuring loan financing based on relationship and risk considerations
Reviewing member financial statements, assessing borrower and industry risk, and working with underwriting to prepare credit presentations
Managing the loan process from origination to closing, ensuring all necessary documentation is complete and accurate
Serving as a leader within the Commercial Team by actively sharing ideas, promoting collaboration, and mentoring others
Qualification
Required
Bachelor's degree with a focus in Business, Finance, Accounting, Marketing or related field
Seven+ years of proven related experience
Two+ years of commercial underwriting/credit experience is required
Thorough knowledge of commercial banking products and holistic financial solutions
Proven track record in working with all levels of senior management
Excellent interpersonal skills to maintain a professional, courteous, and friendly atmosphere for members and credit union team members
Strong initiative, self-direction, and a focus on financial relationship building
Attention to detail
Benefits
Medical
Dental
Vision
Life
Short term and long-term disability insurance
401k (Roth and Traditional), which includes company contributions including match
Paid time off
Caregiver leave
Paid Volunteer Time Off
Company
Fox Communities Credit Union
Fox Communities Credit Union is a banking firm offering checking accounts, savings, and loan services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Christopher Allen
President/CEO
Niki Schaumberg
Chief Financial Officer
Recent News
Company data provided by crunchbase