Jobs · Finance · Michigan

Sr. Middle Market Banker - Healthcare

Northwest Bank · Michigan, United States · 1 mo 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
  • 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 non-credit 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 non-credit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate
  • Analyze financial statements and related credit material to stay informed of client performance and assess risk on a continuous basis in conjunction 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
  • Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency

Education And Experience

  • Preferred Bachelor’s degree in Business, Accounting, Finance, Economics, or Marketing
  • 6-8 years of account relationship management experience
  • 6-8 years of experience consistently delivering strong Middle Market sales performance
  • Extensive experience in originating and managing middle market banking relationships in healthcare

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