Commercial Banking Relationship Manager III (Lancaster County)
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; Lititz, PA; Lancaster, PAType: Full time
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$75k - $184.8k
...Granite Run Drive Lancaster, PA 17601 Hours:... ...worth segment of the bank, focusing on loans, deposit... ..., and Assets Under Management (AUM). Work with... ...prospects by working with Commercial, Consumer Banking,... ...opportunities to deepen relationships. ~ Works...SuggestedFor contractorsWork at officeMonday to Friday- ...Location:1416 Lititz Pike. Lancaster, Pennsylvania. 19601. Join our... ...future. Position Title: Relationship Banker Business Unit: Retail... ...of basic consumer banking transactions, account servicing... ...leads at the direction of the Manager, consistent execution of all...SuggestedWork at office
$20.43 - $32.31 per hour
...Job Title Relationship Banker Location Schaefferstown, PA, Lebanon County Job Description This is a full-time career... ...Actively promote a variety of banking solutions to enhance a... ...the CRM (Customer Relationship Management) system and other resources to...SuggestedHourly payFull timeTemporary workWork experience placementWork visaFlexible 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 timeInternshipLocal areaFlexible hours- ...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... ...virtually in order to attract, retain, and grow relationships.Assists clients with deposit account and...Bank staffWork at officeNight shift
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- ...Relationship BankerAt Chase, we are passionate about creating memorable experiences for our... ...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
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...difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing... ...considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward...Work at officeWork from homeHome officeFlexible hours$125k
...Financial Advisor IILancaster PA - Lancaster, PA 17601OverviewPosition Type Full Time Job Shift DayDescriptionSavant Wealth Management is seeking a Financial Advisor to join our... ...established Central PA market, supporting client relationship transitions, leading client service,...Full timeWork experience placementSummer workWork at officeLocal areaWork visaFlexible hoursShift work- ...Crooked Oak Drive Suite 320. Lancaster, Pennsylvania. 17601.... ...Market Executive - Wealth Management Position Overview: This... ...closely with the client and FNBWM relationship team in developing the... ...opportunities. Works with internal bank and external network to...Work at officeLocal area
$55k - $156.45k
...Downingtown, PA 19335 701 E Lancaster Ave Downingtown, PA 19335... ...licensed assistants, and other bank personnel. Duties and... ...Health Insurance Licenses. Manages and acts as a mentor for fully... ...Cultivating and maintaining relationships with external referral sources...For contractorsMonday to Friday- Job Title Job Description F&M Trust
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...Banking Relationship ManagerLocation: 1683 Oregon Pike, Lancaster, PA 17601Hours: Monday - Thursday 8:30 am - 5:00 pm, Friday 8:30 am - 6:00 pm, Saturday 9:00 am -... ...turn, the organization.Works closely with Portfolio Manager while continually monitoring their portfolio....Work at officeFlexible hours$95k - $283.5k
...Commercial BankerLocation: 100 Corporate Center Drive... ...05 Granite Run Drive Lancaster, Pa 17601 Hours: Monday... ...for commercial banking and has a direct responsibility... ...for banking relationships with assigned customers... ...personalized Treasury Management services according to...For contractorsMonday to Friday- ...Business Banking OfficerAs a member of the Business Banking Team... ...and establishes new banking relationships (both credit and deposit based... ...with the Community Bank Managers within the market – receiving... ...Also partners with the Bank's Commercial Banking Executives in the...Work at officeLocal 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, you’... ...proactively with retail banking, commercial banking, mortgage, and other...Full timeLocal areaFlexible 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$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$1,000 per month
...ambitions and curiosity for salesHighly involved on campus (leader, athlete, campus orgs, student government, etc)Excellent time-management skillsInterest in financial literacy and planning toolsBusiness savvy and desire to increase critical thinking abilitiesCompensation...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
- ...primarily responsible for developing, managing and maintaining business relationships, developing and administering a... ...performance and promoting the Bank's image in order to develop new and... ...PowerPoint - Basic LevelExperience in commercial or business banking.General...
- .... 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
- ...assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following... ..., self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...-quality service while identifying financial needs. You will also educate clients on digital banking options and support outbound calling and Integrated Relationship Management activities. The role requires a high school diploma, customer service or cash handling experience...Full time
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- ...workstream What You’ll Need Required: Hands-on experience writing and executing SAP test scripts (HP ALM or similar test management tooling) Working knowledge of SAP ERP functionality, ideally SAP S/4HANA and Fiori, within a Procure-to-Pay or Accounts...Full timeContract workWork at officeLocal area
$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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