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Commercial Banking Relationship ManagerOpportunities • Fort Wayne, Indiana, United States
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Commercial Banking Relationship Manager

Opportunities
  • US
    Fort Wayne, Indiana, United States
  • US
    Fort Wayne, Indiana, United States
Jetzt Bewerben

Über

C & I Commercial Relationship Manager III

The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager III is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team.

Essential Functions

  • Develop and expand existing commercial banking relationships
  • Prospect actively and successfully bring in new relationships to Northwest
  • Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships
  • Achieve and exceed budget goals as assigned individually and by region
  • Actively participate in community and professional networking events
  • Develop meaningful "Centers of Influence" relationships
  • Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs
  • Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest
  • Manage a commercial loan portfolio of both credit and noncredit clients
  • Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required
  • Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis
  • Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate
  • As required, collect on delinquent accounts
  • Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management
  • Complete loan closings in partnership with Portfolio Management
  • Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management
  • Participate in continued sales, product and credit training
  • Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
  • Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
  • Work as part of a team
  • Work with on-site equipment
  • Complete special projects as assigned
  • Abide by the rules of the safety and loss prevention program
  • Perform work tasks in a safe manner
  • Report any and all injuries to supervisor
  • Know what to do in case of an emergency

Education:

  • Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred

Work History:

  • 6 - 8 years account relationship management experience preferred
  • 6 - 8 years experience consistently delivering strong sales performance preferred

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

  • Fort Wayne, Indiana, United States

Sprachkenntnisse

  • English
Hinweis für Nutzer

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