Commercial Banking Relationship Manager III
Northwest Bank
PA0186 Mount JoyJob DescriptionThe 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 assignedEducation: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 preferred#LI-EK1Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.SummaryLocation: Mount Joy, PA; Lancaster, PA; York, PA; Lititz, PAType: Full time
- ...activities and financial services of the Bank. May serve in a leadership capacity with... ..., services, and balances the ATM. Manages vault transactions and balancing. Effectively... ...in order to attract, retain, and grow relationships. Assists clients with deposit...SuggestedBank staffWork at officeNight shift
- ...As a Personal Banker within PNC's Retail Banking organization, you will be based in... ...connect with their recruiter and hiring manager to discuss workplace expectations and confirm... ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...in Lititz, PA is seeking a Personal Banker to join our Retail Banking team at the Lititz Branch. This in-office role focuses on delivering... ...; a degree is not always required. Emphasis on proactive sales, relationship building, and risk awareness is strong. #J-18808-Ljbffr...SuggestedWork at office
- ...Relationship Banker This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the... ...of branch leads at the direction of the Manager, consistent execution of all customer transaction...SuggestedWork at office
- ...Fulton Bank in Schaefferstown, PA seeks a Relationship Banker to deliver exceptional customer experiences by handling service and sales needs. This full-time role (~40 hours/week) is based at our Schaefferstown financial center and may require notary duties. Focus on account...SuggestedFull time
$20.43 - $32.31 per hour
...branch operation hours (no Sundays). The Relationship Banker is responsible for providing an... ...advisor. Actively promote a variety of banking solutions to enhance a customer's... ...utilize the CRM (Customer Relationship Management) system and other resources to foster relationship...Hourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for... ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...You will take a lead role in acquiring, managing, and retaining meaningful relationships...Afternoon shift
$22.61 - $37.67 per hour
...Bank Relationship Manager Identifies customers' needs through the bank's retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer needs. Specializes in our branch customer experience through all retail and business...Hourly pay- ...As a Financial Advisor within PNC Wealth Management, you will be based in our East End,... ...Financial Advisors are based within a bank branch and work within a highly collaborative... ...Acquires, expands and maintains client relationships through business development and client...Full timeTemporary workPart timeWork experience placementWork at office
- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers... ...welcomed and valued by building lasting relationships, doing the right thing, exceeding... ...other customers in the Branch. You will manage their complete banking relationship across...Immediate startAfternoon shift
- ...creating value through lifelong relationships with our customers,... ...What sets us apart from other banks is our unwavering dedication... ...continued growth of our Wealth Management division. In this role, you’... ...proactively with retail banking, commercial banking, mortgage, and other...Full timeLocal areaFlexible hours
- ...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 timeTemporary workLocal area
- ...creating value through lifelong relationships with our customers,... ...What sets us apart from other banks is our unwavering dedication... ...continued growth of our Wealth Management division. In this role... ...with retail banking, commercial banking, mortgage, and other...Local areaFlexible hours
$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$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$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 timeFor contractorsInternshipLocal areaFlexible hours- ...finances through their investment, insurance, banking, and charitable giving decisions.... ...region. # Build and maintain strong relationships with clients through excellent customer... ...proficient with the Customer Relationship Management (CRM) software and OnBase software...Full timeWork at officeImmediate startNight shift
- ...Reports to: Market Executive - Wealth Management Position Overview: This position... ...work closely with the client and FNBWM relationship team in developing the proposed solutions... ...sales opportunities. Works with internal bank and external network to develop leads for...Work at officeLocal area
- ...ideas of financial freedom. How will you get started? You will… Partner with senior advisors Develop and maintain long-term relationships with your own clients and clients of the firm. Provide financial planning solutions through fact finding and needs analyses....
- ...Peloton). Be Balanced with Generous Paid Time Off, Personal Time, and Paid Parental Leave. Be Secured with Retirement, Extended Illness Bank, Life Insurance, and Identity Theft Protection. Be Rewarded with Competitive Pay, Tuition Reimbursement, and PAWS UP employee...Full timeContract workShift work
$55k - $156.45k
...officers, licensed assistants, and other bank personnel. Duties and... ...Accident, and Health Insurance Licenses. Manages and acts as a mentor for fully Licensed... ...Services area. Cultivating and maintaining relationships with external referral sources such as accountants...For contractorsMonday to Friday- ...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... ...will take a lead role in acquiring, managing, and retaining meaningful relationships...Immediate startAfternoon shift
$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$95k - $283.5k
...responsibility for highly complex activity for commercial banking and has a direct responsibility for banking relationships with assigned customers and prospective... ...customers to establish personalized Treasury Management services according to the customer's needs....For contractorsMonday to Friday- ...Position Title: Business Banker 2 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader... ...position is primarily responsible for developing, managing and maintaining business relationships, developing and administering a portfolio of loans...Work at office
$65k - $161.7k
...: Assumes direct responsibility for the development of banking relationships with respect to all business lines for assigned market and customers... ..., the organization. ~ Works closely with Portfolio Manager while continually monitoring their portfolio. ~...For contractorsWork at officeFlexible hours$17.5 - $30.84 per hour
...required steps to protect the customer and the bank from fraud (including, but not limited... ..., and/or referring customers to branch management for authorization. Accepting savings... .... Builds warm but professional relationship with customers to help further define their...For contractorsWork at office- .... Classification Non-exempt Reports To Community Bank Manager Job Description Summary/Objective Under the direction... ...and work closely with fellow Customer Service Tellers and Relationship Bankers. ~ Highly professional with good interpersonal and...Work at officeHome office
$81.2k - $135.3k
...career opportunity within the Fulton Bank footprint as follows: DC, DE, MD,... ...the portfolio quality of assigned commercial businesses' credit relationships including gathering, analyzing and... ...direct contact with clients in the management of these relationships. Expected to...Full timeTemporary workWork experience placementLocal areaWork visaFlexible hours$100k - $120k
...Portfolio Manager The Portfolio Manager is responsible for managing the firm's investment... ...matters to maintain strong client relationships and ensure client satisfaction Develop... ...retention Ensure compliance with all banking laws, rules, regulations, and prescribed...Work at officeLocal areaShift workNight shiftWeekend work
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