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
- ...South Bend - Western AvenueJob DescriptionDESCRIPTIONThe 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...SuggestedFull timeWork at office
- ...C & I Commercial Relationship Manager III 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...SuggestedWork at office
$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- ...solutions to improve their financial wellbeing. Candidates typically have 3+ years of experience in banking, an associates degree or equivalent, and are prepared to manage branch operations and risk within PNC policies while delivering exceptional customer service. #J-18...Suggested
- ...connect with their recruiter and hiring manager to understand workplace expectations and... ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer... .... Preferred Skills Accountability Banking Client Loyalty Customer Experience (CX...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...Job Description Job Description First Merchants Bank is seeking a Customer Relationship Representative to join our team! This position will execute... ...you will: Customer Experience and Relationship Management Deliver high-quality customer service by addressing...Flexible hoursNight shift
$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 detailed oriented with the ability to exercise independent judgment. Interpersonal...Immediate startRemote workMonday to FridayShift workWeekend work- ...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
$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- ...reconciliation Qualifications: To be eligible, applicants must be pursuing a Bachelor’s Degree in finance, Accounting, Economics, Management, Business Administration or related field or have completed their Bachelor’s degree within the last 12 months, regardless of age....Contract workLocal area
$1,000 per month
...ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities...Full timeInternshipLocal areaFlexible hours- ...Wayne team as a Financial Advisor. You’ll build lasting client relationships and deliver holistic financial planning - retirement,... ...financial plans Advise on retirement planning, investments, and risk management Manage client relationships and monitor portfolios over time...Local areaFlexible hours
$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- ...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...
- WestPoint Financial Group is dedicated to educating clients to help them fulfill their financial goals with personalized attention and outstanding resources. Our associates are respected professionals known for their expertise and commitment to integrity. Serving more than...Work at office
- ...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...Remote workFlexible hours
- ...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
- ...-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...
- ...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
- ...success. As a Wealth Advisor in PNC Wealth Management, you will be based in Indiana. PNC... ...Acquires, expands and maintains client relationships through business development and client... ..., Financial Modeling, Investment Banking, Public Speaking, Relationship Building...Full timeTemporary workPart timeWork experience placementWork at office
- ...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
- ...innovative solutions to market. The Portfolio Manager will identify unmet customer needs,... ..., security, interoperability, and commercial objectives when prioritizing product investments... ...recommendations.Establish and maintain relationships with key customers, partners, and...Full timeFor contractorsRemote work
- ...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...
- ...work makes a meaningful difference? AO is seeking motivated, relationship-focused professionals to join our growing team as Virtual... ...simple, understandable terms Strong organizational and time-management abilities Comfort working independently in a remote...Full timeRemote workWork from home
$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- ...including investment opportunities, retirement planning, and wealth management strategies. As a Wealth Planning Advisor at WealthBridge,... ...exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping...
- ...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...
$60.01k - $69.99k
...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....Hourly payFull timeTraineeshipWork at officeLocal areaImmediate startShift workDay shift
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