Sr. Commercial Relationship Manager

Bankers Trust, Iowa’s largest privately owned bank with a rich history surpassing 100 years, is expanding its presence in the Omaha market by opening a full-service location in February 2025.  This will complement the existing commercial lending and treasury management teams.  Bankers Trust provides personalized service, expert advice and a full suite of banking solutions to help businesses and individuals meet their financial goals.

There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in class results through our biennial employee engagement survey. We’re also proud to receive recognition from others, including our designation as a “Best Place for Working Parents®,” being a four-time recipient of the Greater Des Moines Partnership’s Inclusion Award, and being named one of the “Best Businesses Supporting Local Charity” by readers of the Business Record.

Job Summary:

The Sr. Commercial Relationship Manager (Sr. CRM) will originate and service Commercial Real Estate (CRE) relationships of substantial complexity in the Omaha market, typically loan relationships in excess of $20,000,000, with overall loan portfolio in excess of $200,000,000. The Sr. Commercial Relationship Manager will also provide situational guidance and informal coaching to more junior commercial relationship managers.

Primary Functions and/or Responsibilities:

• Portfolio Management: Manages an individual commercial loan portfolio that is typically greater than $200MM. Portfolio management duties include:
  1. Maintaining accurate and updated borrower and guarantor financial records as required
  2. Assuring loan covenants are addressed and/or measured in the required time frame
  3. Escalating elevated risk situations promptly and in accordance with documented policies and procedures
  4. Providing exemplary service to all clients served
• New Business Development: Proactively develops new business by:
  1. Calling on existing clients, prospects, and centers of influence in an effort to grow loan portfolio and targeted customer base
  2. Seeking and referring new business opportunities to the bank's Consumer and Wealth Management Divisions
• Bank & Professional Development: Pursues bank and professional development opportunities by engaging in the following:
  1. Continuing to develop a technical skill set by enrolling in internal and external commercial banking coursework
  2. Building productive relationships with associated commercial support team (i.e., Commercial Credit, Operations, Legal, etc.)
• Maintains compliance with external regulations and internal loan policies & guidelines and completes all required regulatory training as assigned and by the prescribed due date(s)
• Willingly takes on market, divisional, and bank level assignments, as well as other duties and projects as requested

Education and/or Experience:

• 10 – 15 years experience
• College degree in Business related field preferred
• At least ten years of Commercial Banking experience required
• Must show a consistent history of being able to self-source loan opportunities and other new business.
• Four-year college degree in a related field preferred OR an equivalent combination of education and experience

Specific Skills, Knowledge & Abilities:

• Strong credit analysis techniques
• Strong loan evaluation skills
• Expert knowledge of loan documentation
• Strong knowledge of Bank regulations

Benefits

• Group Health, Dental, and Vision Insurance
• Generous Paid Time Off (PTO)
• Volunteer Time Off (VTO)
• 401(k) plan with lucrative company match
• Tuition assistance
• Company Paid Life Insurance
• Paid Parental Leave
• Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.
• Team Member Banking - a suite of products and services with special benefits for employees

Hybrid Eligibility: Position may be eligible for a hybrid work schedule (requiring some days in the office each week).

AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER

“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”