Jobs · Finance · Ohio

Commercial Banking Relationship Manager III

Northwest Bank · Independence, OH · 2 wk ago
FinanceFull-time

Essential Functions

  • Develop and expand existing commercial banking relationships
  • Possessively 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, compliance with Northwest policies and procedures, and with Federal and State regulations
  • Participate in continued sales, product and credit training

Preferred Education And Experience

  • Bachelor's Degree in Business, Accounting, Finance, Economics, or Marketing
  • 6-8 years of account relationship experience
  • 6-8 years experience consistently delivering strong sales performance

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