Commercial Banking Relationship Manager

Northwest Bank; Fort Wayne (IN); On-site; USD 90,000 - 120,000; Full time

Job summary

Northwest Bank in Indiana seeks a Commercial Relationship Manager III to act as a trusted advisor for a portfolio of business clients, delivering full banking solutions and managing risk with a portfolio management team.

You will cultivate Centers of Influence, actively prospect new relationships, and collaborate with product partners to drive cross-sell opportunities while meeting budget goals.

Qualifications

• Bachelor’s degree in Business, Accounting, Finance, Economics, or Marketing preferred.
• 6–8 years of account relationship management experience preferred.
• 6–8 years of experience consistently delivering strong sales performance preferred.

Responsibilities

• Develop and expand existing commercial banking relationships.
• Actively prospect and bring in new relationships to Northwest.
• Engage with product partners regularly to discuss cross-selling opportunities and referrals to deepen client relationships.
• Achieve and exceed budget goals as assigned (individual and regional).
• Participate in community and professional networking events.
• Develop meaningful Centers of Influence relationships.
• Establish and maintain an ongoing prospect list with a calling and meeting schedule for prospects, existing clients, and COIs.
• Encourage referrals for all products and services from clients and their employees to maintain their personal banking at Northwest.
• Manage a commercial loan portfolio of credit and noncredit clients.
• Present loans and recommendations to Credit, team leaders, and senior managers as required.

Education

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

Job description

Locations: Fishers, IN; Fort Wayne, IN; Muncie - Charles St, IN; South Bend - Western Avenue, IN

Job Description

The Commercial Relationship Manager III is a trusted business advisor to clients, offering a full breadth of banking solutions to meet their financial objectives. This role involves establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The manager is responsible for a portfolio of relationships, delivering an exceptional client experience while appropriately managing risk, credit quality, servicing, and related activities in accordance with Northwest standards, in partnership with a portfolio management team.

Responsibilities

• Develop and expand existing commercial banking relationships
• Actively prospect and bring in new relationships to Northwest
• Engage with product partners regularly to discuss cross-selling opportunities and referrals to deepen client relationships
• Achieve and exceed budget goals as assigned (individual and regional)
• Participate in community and professional networking events
• Develop meaningful Centers of Influence relationships
• Establish and maintain an ongoing prospect list with a calling and meeting schedule for prospects, existing clients, and COIs
• Encourage referrals for all products and services from clients and their employees to maintain their personal banking at Northwest
• Manage a commercial loan portfolio of credit and noncredit clients
• Present loans and recommendations to Credit, team leaders, and senior managers as required
• Partner with credit and portfolio management to ensure timely annual reviews and line of credit renewals
• Ensure noncredit clients have appropriate treasury management and related commercial services, and that risk ratings are appropriate
• Collect on delinquent accounts as required
• Analyze financial statements and related credit material to assess client performance and risk in coordination with Portfolio Management
• Complete loan closings in partnership with Portfolio Management
• Ensure all credit files contain current financial statements, agency reports, etc., in partnership with Portfolio Management
• Participate in ongoing sales, product, and credit training
• Ensure compliance with Northwest's policies and procedures and applicable regulations
• Navigate Microsoft Office and department-specific software to maximize efficiency
• Work as part of a team
• Complete special projects as assigned
• Abide by safety and loss prevention programs; perform work safely
• Report any injuries to a supervisor and know what to do in case of an emergency

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 of experience consistently delivering strong sales performance preferred

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.