Commercial Banking Relationship Manager III (Lancaster County)

Northwest-Bank; Mount Joy (Lancaster County); On-site; USD 90,000 - 140,000; Full time

Job summary

Northwest Bank in Mount Joy, PA is seeking a C&I Commercial Relationship Manager III to act as a trusted business advisor, managing a portfolio and delivering a full range of banking solutions to meet clients’ financial objectives.

You will actively prospect, expand relationships, collaborate with product partners for cross-sell opportunities, and maintain high credit quality and risk standards in partnership with portfolio management.

Qualifications

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

Responsibilities

• Develop and expand existing commercial banking relationships.
• Prospect actively and bring in new relationships to Northwest.
• Engage with product partners for cross selling opportunities and referrals.
• Achieve and exceed budget goals as assigned individually and by region.
• Participate in community and professional networking events.
• Establish and maintain an ongoing prospect list and set calling/meeting schedule.
• Encourage referrals from clients for all products and services.
• Manage a commercial loan portfolio and make loan presentations when required.
• Collaborate with credit and portfolio management for timely reviews and renewals.
• Ensure compliance with Northwest policies and Federal/State regulations.

Skills

Relationship management

Sales & business development

Prospecting

Networking

Cross-selling

Financial analysis

Education

Bachelor's degree in Business

Accounting

Finance

Economics

Marketing

Job description

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.