Sign upLog in

CRE Commercial Relationship Manager III

Northwest Bank

WEBSTER, NY

Apply
JOB DETAILS
SKILLS
Accounting, Banking Services, Budgeting, Commercial Banking, Commercial Loans, Computer Software, Credit Reports, Credit Risk, Cross-Selling, Customer Experience, Customer Relations, Economics, Exceeded Sales Goal, Federal Laws and Regulations, Finance, Financial Analysis, Financial Statements, Investment Management, Loan Closing, Loan Portfolio, Maintain Compliance, Marketing, Microsoft Office, Networking Events, Past Due Accounts, Performance Analysis, Relationship Management, Risk, Risk Analysis, Risk Management, Sales, Sales Management, State Laws and Regulations, Team Lead/Manager, Team Player, Time Management, Treasury Management
LOCATION
WEBSTER, NY
POSTED
30+ days ago
Job DescriptionOverviewThe CRE 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 also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The CRE 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 Functions * Develop and expand existing commercial banking relationships, and meaningful "Centers of Influence" relationships * Prospect actively and successfully bring in new relationships to Northwest * Engage with the various product partners on a regular basis to discuss cross selling opportunities and referrals to expand and deepen client relationships * Achieve and exceed budget goals as assigned individually and by region * Actively participate in community and professional networking events * 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 clients and their employees to maintain their personal banking at Northwest * Manage a commercial loan portfolio of 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 a timely basis * Ensure noncredit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate * As required, collect on delinquent accounts * Analyze financial statements and related credit material to stay apprised of client performance and assess risk on a continuous basis in conjunction with Portfolio Management * 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 Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment Qualifications * Bachelor's Degree in Business, Accounting, Finance, Economics, or Marketing preferred * 6 - 8 years account relationship management experiencepreferred * 6 - 8 years experience consistently delivering strong sales performance preferred * Bachelor's Degree in Business, Accounting, Finance, Economics, or Marketing preferred * 6 - 8 years account relationship management experiencepreferred * 6 - 8 years experience consistently delivering strong sales performance preferred Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

About the Company

N

Northwest Bank