Commercial Banking Relationship Manager III
Northwest Bank · Lititz, PA · 3 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
- Participate in continued sales, product and credit training
- Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
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
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Communities and Professional Networking
Participate in community and professional networking events
Microsoft Office Software
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Equipment
Work with on-site equipment
Special Projects
Complete special projects as assigned
Equal Opportunity Employer
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.