Commercial Banking Relationship Manager

Northwest Bank; Columbus (OH); On-site; USD 90,000 - 140,000; Full time

Job summary

Northwest Bank is seeking a C&I Commercial Relationship Manager to act as a trusted advisor for business clients and deliver a full range of banking solutions. You will manage a portfolio, drive revenue growth, and collaborate with product partners to cross-sell services.

Responsibilities include analyzing financial statements, presenting loan options, ensuring risk management, and maintaining strong relationships with clients, centers of influence, and COIs while adhering to Northwest standards.

Qualifications

• 6-8 years account relationship management experience preferred.
• 6-8 years experience consistently delivering strong sales performance preferred.
• Experience in commercial banking and risk management is favored.

Responsibilities

• Develop and expand commercial banking relationships.
• Prospect actively and bring in new relationships to Northwest.
• Engage with product partners to discuss cross selling opportunities.
• Achieve and exceed budget goals as assigned.
• Navigate with Portfolio Management for annual reviews and renewals.
• Analyze financial statements and credit materials to assess risk.

Skills

Relationship management

Sales

Credit risk analysis

Portfolio management

Cross-selling

Education

Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing

Tools

Microsoft Office

Job description

OH0713 NW Bancshares HQ

The C & I Commercial Relationship Manager 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 Functions

• Develop and expand existing commercial banking 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
• 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 clients and their employees to maintain their personal banking at Northwest
• Manage a commercial loan portfolio of both credit and noncredit 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

Education

• Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred

Work History

• 6 - 8 years account relationship management experience preferred
• 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.