Middle Market Relationship Manager- VP

Responsibilities

• Call on existing and prospective middle market clients (C&I commercial loans at $5 million and above; business revenue in excess of $25 million) to promote and develop new and additional business for the Bank, including business loans and deposit relationships.
• Conduct sales calls on businesses, companies, and organizations that fit the middle market criteria to promote Bank relationships.
• Propose and recommend new products and services based on identifiable needs of existing and prospective clients contacted.
• Ensure compliance with Bank policies and procedures as well as applicable state and federal banking regulations.
• Develop loan and deposit relationships with businesses, companies, and organizations that fit the middle market criteria.
• Collect data from clients needed to process loan requests.
• Analyze financial data and prepare presentations for the Board of Directors and Loan Committee meetings.
• Assist business partners with their calling efforts and in structuring of loans referred.
• Coordinate specific work tasks with personnel from applicable departments to ensure the smooth and efficient flow of information.
• Report pertinent information to immediate supervisor.
• Compile information as necessary or directed and provide data to appropriate Bank personnel.
• Respond to inquiries relating to the particular area and requests from clients, other Bank personnel, etc., within given time frames and established policy.

Qualifications

• Bachelor’s degree in a related field is preferred.
• Minimum seven (7) years of experience in commercial and installment lending and business development with a focused concentration on production, deposits, annual and portfolio revenue goals.
• Proven experience in identifying and servicing large C&I commercial loans where loan originations exceed $5 million and business revenues of $25 million and larger.

Skills

• Excellent sales and project management skills.
• Proficient reading, verbal and written communication, presentation, decision making, analytical, interpretation, computer, client service and interpersonal relations skills.
• Solid working knowledge of lending and financial accounting.
• Thorough knowledge of Bank’s products and services.
• Reliable follow through in completing assignments.
• Ability to work independently.
• Competently handle diversified workload with multiple tasks and priorities simultaneously.
• Professional interaction with clients, staff members and others.