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Commercial Relationship Manager II

Bankers Trust Company

This position will be hired as a Commercial Relationship Manager – Level II, III, or Senior depending on experience. Job Summary Commercial Relationship Manager II (CRM II) in Omaha will originate and service commercial banking relationships of mild to moderate complexity, typically loan relationships that are between $7,000,000 to $20,000,000, with an overall loan portfolio of less than $125,000,000. Commercial Relationship Manager III (CRM III) in Omaha will originate and service commercial banking relationships of moderate complexity, typically loan relationships that are between $10,000,000 to $30,000,000, with an overall loan portfolio of less than $200,000,000. Senior Commercial Relationship Manager (Sr. CRM) will originate and service commercial (C&I) relationships of substantial complexity, typically loan relationships in excess of $20,000,000, with an overall loan portfolio in excess of $200,000,000. Sr. CRM also provides situational guidance and informal coaching to more junior commercial relationship managers. Primary Functions and/or Responsibilities Portfolio Management: Maintains accurate and updated borrower and guarantor financial records as required. Assures loan covenants are addressed and/or measured in the required time frame. Escalates elevated risk situations promptly and in accordance with documented policies and procedures. Provides exemplary service to all clients served. New Business Development: Proactively develops new business by calling on existing clients, prospects, and centers of influence to grow loan portfolio and targeted customer base. Seeks and refers 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: Continuing to develop a technical skill set by enrolling in internal and external commercial banking coursework. Attending joint calls with more senior commercial lenders and managers to further evolve interpersonal and relationship building skills. Building productive relationships with associated commercial support teams (i.e., Commercial Credit, Operations, Legal, etc.). Maintaining compliance with external regulations and internal commercial loan policies & guidelines and completing all required regulatory training as assigned and within prescribed due dates. Performing other duties and projects as assigned. Education and/or Experience

CRM II:

College degree in related field preferred. At least four years of direct Commercial Banking experience required. Previous exposure to commercial lending, including customer and prospect calling required.

CRM III:

College degree in related field preferred. At least six years of Commercial Banking experience required. Previous exposure to commercial lending, including customer and prospect calling required. Sr. CRM: College degree in business‑related field preferred. At least ten years of Commercial Banking experience required. Must have a consistent history of self‑sourcing loan opportunities and other new business. Specific Skills, Knowledge & Abilities Strong credit analysis techniques. Strong loan evaluation skills. Loan documentation knowledge. Knowledge of bank regulations. Benefits Group health, dental, and vision insurance. Generous paid time off (PTO) and volunteer time off (VTO). 401(k) plan with company match. Tuition assistance. Company paid life insurance. Paid parental leave. Lifestyle accounts providing reimbursement for childcare, student loan payments, gym memberships, pet insurance, and more. Team member banking suite of special benefits for employees. Hybrid eligibility: Position may be eligible for a hybrid work schedule requiring some days in the office each week.

EQUAL OPPORTUNITY EMPLOYER.

PROTECTED VETERANS AND INDIVIDUAL WITH DISABILITY.

Equal employment opportunity, including veterans and individuals with disabilities. #J-18808-Ljbffr Bankers Trust Company

Vacancy posted 1 day ago
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