Commercial Banking Relationship Manager
Northwest Bank
Locations: Fishers, IN; Fort Wayne, IN; Muncie - Charles St, IN; South Bend - Western Avenue, IN Job Description The Commercial Relationship Manager III is a trusted business advisor to clients, offering a full breadth of banking solutions to meet their financial objectives. This role involves establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The manager is responsible for a portfolio of relationships, delivering an exceptional client experience while appropriately managing risk, credit quality, servicing, and related activities in accordance with Northwest standards, in partnership with a portfolio management team. Responsibilities Develop and expand existing commercial banking relationships Actively prospect and bring in new relationships to Northwest Engage with product partners regularly to discuss cross-selling opportunities and referrals to deepen client relationships Achieve and exceed budget goals as assigned (individual and regional) Participate in community and professional networking events Develop meaningful Centers of Influence relationships Establish and maintain an ongoing prospect list with a calling and meeting schedule for prospects, existing clients, and COIs Encourage referrals for all products and services from clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of credit and noncredit clients Present loans and recommendations to Credit, team leaders, and senior managers as required Partner with credit and portfolio management to ensure timely annual reviews and line of credit renewals Ensure noncredit clients have appropriate treasury management and related commercial services, and that risk ratings are appropriate Collect on delinquent accounts as required Analyze financial statements and related credit material to assess client performance and risk in coordination with Portfolio Management Complete loan closings in partnership with Portfolio Management Ensure all credit files contain current financial statements, agency reports, etc., in partnership with Portfolio Management Participate in ongoing sales, product, and credit training Ensure compliance with Northwest's policies and procedures and applicable regulations Navigate Microsoft Office and department-specific software to maximize efficiency Work as part of a team Complete special projects as assigned Abide by safety and loss prevention programs; perform work safely Report any injuries to a supervisor and know what to do in case of an emergency Qualifications Education: Bachelor’s degree in Business, Accounting, Finance, Economics, or Marketing preferred Work History: 6–8 years of account relationship management experience preferred 6–8 years of experience consistently delivering strong sales performance preferred Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees. #J-18808-Ljbffr Northwest Bank
- ...Western Avenue Job Description DESCRIPTION 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...SuggestedWork at office
- ...connect with their recruiter and hiring manager to discuss workplace expectations and confirm... ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows... ...position. Preferred Skills Accountability Banking Client Loyalty Customer Experience (CX)...SuggestedFull timeTemporary workWork experience placementWork at officeShift work
$17 - $27.5 per hour
...Market Relationship Banker Job Locations US-IN-Fort Wayne... ...Category/Function Retail Banking Center Position Type... ..., Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital...SuggestedFull timeImmediate start- ...Customer Relationship Representative First Merchants Bank is seeking a Customer Relationship Representative to join our team! This position will execute... ...role you will: Customer Experience and Relationship Management Deliver high-quality customer service by addressing...SuggestedFlexible hoursNight shift
- ...advisors looking for: Greater control over income More time focused on client relationships Less administrative responsibility Resources to support continued growth Responsibilities Manage and grow an existing client base Build and maintain long-term relationships with...SuggestedRemote workFlexible hours
$17.93 - $29.89 per hour
...Analysis & Critical Thinking: Critical thinking skills including solid problem solving, analysis, decision‑making, planning, time management and organizational skills. Must be detail oriented with the ability to exercise independent judgment. Interpersonal Effectiveness...Immediate startRemote workMonday to FridayShift workWeekend work$50k - $80k
Base pay range $50,000.00/yr - $80,000.00/yr This range is provided by Bankers Life. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Bankers Life® Financial Advisors help clients live more and worry less through personalized...Work at officeFlexible hours- ...In this role, you will have the opportunity to build strong relationships with clients and assist them with attaining their financial goals... ...flow, income tax and estate planning, insurance and risk management, and investment portfolio analysis and oversight. This position...Work at officeLocal area
- ...including investment opportunities, retirement planning, and wealth management strategies. As a Private Wealth Advisor at WealthBridge,... ...exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping...
$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...Work at officeWork from homeHome officeFlexible hours- ...future. Markets for the purposes of developing the Western & Southern Life brand at the local level. Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s). Maintains personal...Work at officeLocal area
- Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The...Full time
- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...life they envision through a personal relationship with their advisory team committed to their... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...transactions. Duties Draft loan, security, intercreditor, and related documents. Advise on covenant compliance. Lead due diligence teams. Manage specialists and draft documents. Requirements Three to six years of experience in corporate finance. Experience with financial...
- ...-based advice, investments, insurance, banking and generosity. At Thrivent, you’ll... ...Develop and maintain genuine, long-term relationships throughout generations based on trust and... ..., including outside sales, business management, education, ministry, hospitality, military...
- ...Look no further! At Community State Bank, we value employees for their individual uniqueness, as we know that each staff member has... ...place to work! Job Title: Universal Banker I Reports To: Branch Manager Supervises: None Division: Retail FLSA Classification: Non-Exempt...Hourly payFull timeTemporary workWork at officeImmediate startRemote work
- ...Investment Advisor III within PNC's Private Bank organization, you will be based in Fort... ...connect with their recruiter and hiring manager to understand workplace expectations and... ...Modeling, Investment Management, Relationship Management Competencies Client Relationship...Full timeTemporary workPart timeWork experience placementWork at office
- ...Description First Merchants Bank is seeking a Portfolio Manager to join our team! This position will manage portfolios and provide analysis and selection of securities as appropriate fiduciary investments. Essential Duties and Responsibilities: Manage investments of assigned...Flexible hours
- ...Position Purpose The Grants Manager is responsible for managing the full lifecycle of foundation, corporate, and government grants... ...research, proposal development, submission tracking, reporting, and relationship support. The role ensures that grants are accurate, compelling...Interim roleWork at officeLocal area
- ...First Merchants Bank is seeking a Portfolio Manager to join our team! This position will manage portfolios and provide analysis and selection of securities as appropriate fiduciary investments. Essential Duties And Responsibilities Manage investments of assigned client...Flexible hours
- ...initiating, enhancing and maintaining customer relationships by providing Exceptional Service and... ...a well-developed working knowledge of bank products and services, taking... ...Communicate with customers, advisors and managers regarding banking transactions and issues...Work at office
- ...experience Overview Our client is a nationally recognized wealth management firm serving high-net-worth clients across the country... ...operational excellence Exceptional interpersonal, communication and relationship management skills Compensation and Benefits Base salary...
- ...coordination, Agile/Scrum facilitation, workflow boards, timeline management, or status reporting, this role will not align with your... ...oversight. The Business Consultant leads the client relationship from initial engagement through measurable outcomes, ensuring...Full timeFor contractors
$180k - $315k
...related transactional documents Advising on covenant compliance Leading due diligence teams and coordinating with specialists Managing matters with minimal supervision Candidate Qualifications: ~3–6 years of corporate finance experience at a law firm ~...Work at office3 days per week- ...Chief Banking Officer (CBO), Community Banking About the Company Respected community bank group Industry Banking... ...'s various banking divisions, including retail, wealth management, insurance, and commercial banking. The successful candidate will ensure that all...
- ...Job Description Job Description First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) - Reserve to join our team! This full-time position will focus on providing high quality customer service by accurately and efficiently completing...Full timeFlexible hours
- ...offices**About Us Join a high-performing, growing $1.5B community bank where people, purpose, and opportunity come together. At State... ...policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with...Work at officeImmediate startNight shift
- ...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...branch, making them feel appreciated, managing lobby traffic, checking clients into...Part time
$102.6k - $171k
...innovative solutions to market. The Portfolio Manager will identify unmet customer needs,... ..., security, interoperability, and commercial objectives when prioritizing product investments... .... Establish and maintain relationships with key customers, partners, and industry...Full timeRemote work- ...Description First Merchants Bank is seeking a Mgr Physical... ...will provide oversight and management to Bank Security Officers as... ...Market Leaders, and applicable Commercial Management, on matters that... ...and letter). Develop working relationships and assist law enforcement agencies...Bank staffFlexible hours
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