What are the responsibilities and job description for the Commercial Banking Relationship Manager III position at Northwest Bank?
Job Description
Job Summary
The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The C & I Commercial Relationship Manager III is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team.
Essential Functions
- Develop and expand existing commercial banking relationships
- Prospect actively and successfully 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
- Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
- Work as part of a team
- Work with on-site equipment .
- Complete special projects as assigned
Education and Experience
- Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred
- 6 - 8 years account relationship management experience preferred
- 6 - 8 years experience consistently delivering strong sales performance preferred
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Northwest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
