Commercial Banking Relationship Manager
Northwest Bank
IN0534 Fishers, IN0537 Fort Wayne Business Office, IN0550 Muncie - Charles St, IN0557 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 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 FUNCTIONSDevelop and expand existing commercial banking relationshipsProspect actively and successfully bring in new relationships to NorthwestEngage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationshipsAchieve and exceed budget goals as assigned individually and by regionActively participate in community and professional networking eventsDevelop meaningful “Centers of Influence” relationshipsEstablish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIsEncourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at NorthwestManage a commercial loan portfolio of both credit and noncredit clientsMake loan presentations and recommendations to Credit, team leaders, and senior line of business managers as requiredPartner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basisEnsure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriateAs required, collect on delinquent accountsAnalyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio ManagementComplete loan closings in partnership with Portfolio ManagementEnsure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio ManagementParticipate in continued sales, product and credit trainingEnsure compliance with Northwest’s policies and procedures, and Federal/State regulationsNavigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiencyWork as part of a teamWork with on-site equipment .Complete special projects as assignedAbide by the rules of the safety and loss prevention programPerform work tasks in a safe mannerReport any and all injuries to supervisorKnow what to do in case of an emergencyEducation:Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferredWork History:6 - 8 years account relationship management experience preferred6 - 8 years experience consistently delivering strong sales performance preferredNorthwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.SummaryLocation: IN0550 Muncie - Charles St; Fishers, IN; Fort Wayne, IN; South Bend, INType: Full time
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$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
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$1,000 per month
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...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...
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