Sr Commercial Banker

Responsibilities

• Grows a fully self-sourced portfolio of commercial loans.
• Manages calling program and pipeline reporting using Salesforce while maintaining client data as proprietary company information.
• Ensures that clients' entire banking relationship needs are met by making introductions to our experts in private banking, treasury management, deposit products, and other applicable bank products.
• Fosters client relationships in a way that endears clients to the bank, not limited to individual(s), such as making introductions to the broad team of associates, facilitating ownership and senior management client introductions, and maintaining up-to-date client information within the CRM.
• Solicits, analyzes, structures, risk rates, presents for approval, and negotiates commercial loan requests.
• Excels at delegating to and working with other professionals, including portfolio managers, credit, closing, document preparation, loan operations, legal, and loan review, to maintain a portfolio, efficiently and effectively close loans, provide excellent client service, and develop other associates within the commercial banking and credit areas.
• Relying on others to complete tasks, responsible for managing the portfolio to sound credit quality, overall portfolio return, client retention, and relationship banking.
• Responsible for continual improvements to cost to close and cost to maintain portfolio by focusing efforts on sales and production while leveraging skills of other professionals to conduct other duties.
• Develops less experienced commercial banking associates through delegation of duties, oversight of work, and introductions to clients.
• Completes monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.

Qualifications

• Minimum 5 years of experience in commercial banking, preferably in a similar role.
• Proven track record of developing and growing commercial lending relationships.
• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication skills.
• Ability to manage multiple projects and prioritize tasks effectively.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Experience with Salesforce or similar CRM systems.
• Knowledge of banking regulations and compliance standards.