Commercial Banking Relationship Manager
Opportunities
C & I Commercial Relationship Manager IIIThe 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 equipmentComplete 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.
- ...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
$116k - $216k
...South Bend IndianaJob SummaryKey Private Bank (KPB) is dedicated to serving our... ...and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise... ...broad understanding of personal and commercial financial statementsProven experience...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...Make banking a Fifth Third better® We connect great people to great... ...deepening existing customer relationships through a variety of... ...consistently identifying, assessing, managing, monitoring, and reporting... ...(Mortgage, Small Business, Commercial and Investment), referring...SuggestedWork experience placementWork at office
$17 - $27.5 per hour
...Market Relationship BankerOld National Bank is seeking a Market Relationship Banker to join our Community Banking... ...Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions...SuggestedImmediate start$20.67 - $31.25 per hour
...existing clients to develop and expand relationships based on their unique financial goals, leading... ...clients and making them feel that no bank will fight harder for them. Essential... ...relationship of current clients; effectively managing internal and external centers of...SuggestedHourly payWork experience placementDay shift$116k - $216k
...Sr. KPB Relationship Manager Location: 202 S Michigan Boulevard, South Bend Indiana Job Summary: Key Private Bank (KPB) is dedicated to serving our clients' financial needs through... ...broad understanding of personal and commercial financial statements Proven...Work experience placementWork at officeLocal areaFlexible hoursNight shift- ...compensation, stock plans, tax-efficient investing, estate planning, and broader financial wellness concepts. Through proactive relationship management, education, and advice, you play a critical role in improving participant outcomes and strengthening Fidelity's partnership...Full timeLocal area
- ...Essential Requirements Processes banking center transactions, safety deposit, cash... ...Builds client loyalty; establishes client relationships, including addressing each client by name... ...and balancing as necessary. Assists Manager with audits, reporting and scheduling as...
- ...success. As a Wealth Advisor in PNC Wealth Management, you will be based in Indiana.PNC is an... ...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
$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- ...assist the Director of Financial Aid. This role involves administering financial aid funds, determining student eligibility, and managing documentation while ensuring compliance with federal regulations. Candidates should possess a Bachelor’s degree and have two to three...Work at office
$19.23 - $28.37 per hour
...to the people and businesses in our Key Bank communities. FWA's split their time between... ...to deepen and expand the client relationship. Acts as a resource to identify and resolve... ...of current clients; effectively manages internal and external centers of influence...Hourly payFull timeWork experience placementWork at officeFlexible hoursDay shift$61k - $119k
...tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every... ...Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee,...Full timeContract workFor contractorsWork at office- ...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
$50k
...a trusted resource for questions and problem-solving. You'll manage key aspects of the financial aid process, from reviewing eligibility... ...customer service, problem-solving, communication, and relationship management. Excellent customer service skills as well as excellent...Work at office- ...policies, ensure accurate FAFSA processing, and deliver excellent customer service. You will handle inquiries, resolve problems, and help manage student records with FERPA compliance. Located on the Ivy Tech South Bend/Elkhart campus with some travel in the service area, the...
$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 timeContract workFor contractorsInternshipLocal areaFlexible hours$20 per hour
...allowing Justin Ashkenis to focus on client relationships and financial planning. The Associate... ...Client Service & Administrative Support Manage client files, correspondence, and case... ...service requests, including address changes, banking updates, and policy inquiries. Assist...Hourly payPart timeWork at officeHome office$70k
...Reporting to the Assistant Director of Administration, this position will oversee financial reporting, budgeting, forecasting, fund management, effort tracking, and process improvement across LEO's diverse portfolio of grants and funding sources. Managing financial...- ...Personal Banker Associate 1 Make banking a Fifth Third better We... ...deepening existing customer relationships through a variety of... ...consistently identifying, assessing, managing, monitoring, and reporting... ...(Mortgage, Small Business, Commercial and Investment), referring customers...Work experience placementWork at office
$50k
...as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business, networking, introductions and...Work at officeHome officeFlexible hours$61k - $119k
...experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing &...Work at office- ...company. Ideal candidates are full-time students, preferably juniors or seniors, with entrepreneurial ambitions and strong time management skills. The internship provides performance-based earnings, development incentives, and support for insurance licensing. The expected...Full timeInternship
$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$19.25 per hour
...credit union products and services, while focusing on building relationships and expanding EVERWISE CREDIT UNION's wallet share. Will float... ...duties and responsibilities as assigned by supervisor/manager and as necessary for the continued growth and advancement of the...- ...ask for their business. Understand, promote and advise on the bank's products, services and electronic delivery channels. Identify... ...identifying and reporting any type of suspicious activity or clients to management and/or the Security Department. Maintain a position of trust...Weekend workAfternoon shift
$18 per hour
...Qualifications Include: High school diploma or equivalent required. Basic PC and general office skills required. Basic understanding of bank accounting transactions required. One year banking experience preferred. Hours: Monday-Friday: 8:45-5:00 Saturday: 8:45-1...Work at officeMonday to Friday- ...our nationally recognized award-winning Bank that is one of the strongest in the nation... ...shareholder. We focus on building relationships and discovering opportunities to better... ...the employee. Nothing herein restricts management's right to assign or reassign duties and...Full timeLocal area
- ...Banker who will engage clients, uncover financial needs, and provide tailored guidance. You will attract new clients and deepen relationships with existing ones, collaborating with branch teammates and line-of-business partners to deliver financial wellness solutions. The...
$15 - $18 per hour
...Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly... ...tax documentationHandle and balance cash, and complete required bank runs to deliver depositsFollow company policies, procedures, and...Hourly payWork at officeLocal areaShift work
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