Commercial Banking Relationship Manager
LE001 Northwest Bank
Locations: IN0534 Fishers; IN0537 Fort Wayne Business Office; IN0550 Muncie - Charles St; IN0557 South Bend - Western Avenue. Job Summary The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meet their financial objectives and needs while establishing a network of referral sources and Centers of Influence through regular calling efforts. The manager also oversees a portfolio of relationships, ensuring an exceptional client experience, managing risk, credit quality, servicing, and partnering with the portfolio management team. Responsibilities Develop and expand existing commercial banking relationships. Prospect actively and successfully bring in new relationships to Northwest. Engage with product partners regularly to discuss cross‑selling opportunities and referrals. Achieve and exceed budget goals individually and by region. Actively participate in community and professional networking events. Develop meaningful Centers of Influence relationships. Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs. Encourage existing clients to provide ongoing referrals for all types of products and services and maintain their personal banking at Northwest. Manage a commercial loan portfolio of both credit and non‑credit clients. Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required. Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on time. Ensure non‑credit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate. Collect on delinquent accounts as required. Analyze financial statements and related credit material to stay apprised of client performance and assess risk continuously. Complete loan closings in partnership with Portfolio Management. Ensure all credit files include current financial statements, agency reports, etc., in partnership with Portfolio Management. Participate in continued sales, product, and credit training. Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations. Navigate Microsoft Office and department‑specific software to maximize technology tools and gain efficiency. Work as part of a team and complete special projects as assigned. Abide by the rules of the safety and loss prevention program, perform work tasks safely, and report any injuries. 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 consistently delivering strong sales performance preferred. Proficiency with Microsoft Office and banking software. Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees. #J-18808-Ljbffr LE001 Northwest Bank
- ...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...SuggestedWork at office
- ...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
$17 - $29.75 per hour
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- ...investment opportunities within our existing customer base. Coach teammates to uncover financial services opportunities. Develop relationships that lead to referrals and networking opportunities. Provide guidance on IRAs, Roth IRAs, advisory accounts, mutual funds,...Suggested
- ...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... ...and cared for, leveraging a tablet to manage lobby traffic, check clients into the...Part time
- ...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
$60k - $100k
...insurance experience to succeed here. We’ll teach you insurance. We’ll teach you sales. We’ll teach you how to build lasting relationships. What we can’t teach is integrity, work ethic, a positive attitude, and the desire to improve every day. If you bring...Base plus commissionImmediate startMonday to FridayAfternoon shift
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