Commercial Relationship Manager II: Major Business Lending

First Interstate Properties, Ltd.; Bozeman (MT); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

PTO

401(k) match

Community involvement

Job summary

First Interstate Bank in Bozeman, MT seeks a Commercial Relationship Manager II to manage a portfolio of large, complex clients with loans from $50MM to $100MM and revenue generation of at least $1.5MM. You will build strategic partnerships, grow new business, and drive revenue while ensuring credit quality.

Key responsibilities include achieving annual production goals, developing new business, and maintaining strong client relationships across cross-functional teams.

Qualifications

• Advanced credit analysis and underwriting skills.
• Knowledge of commercial lending policies and documentation.
• Proficient with the bank's risk-rating system and credit products.
• Excellent written and verbal communication abilities.
• Proficient with MS Word, Excel, and Outlook; PowerPoint helpful.
• Able to prioritize tasks and perform under pressure.
• Able to read, analyze, and interpret financial reports.
• Strong mathematical and analytical capabilities.
• Ability to work with cross-functional teams.

Responsibilities

• Achieves annual production and growth goals for loans, deposits, and fees.
• Develops new business through outside activities.
• Maintains ongoing contact with new clients to enhance experience.
• Understands client needs via financial data reviews and meetings.
• Uses internal sourcing software to generate leads and referrals.
• Participates in community organizations to source opportunities.
• Builds referral networks with internal and external partners.
• Maintains knowledge of products, services, and competitors.
• Promotes bank products and services to meet client needs.

Skills

Credit analysis

Commercial underwriting

Lending policies

Risk-rating system

Communication skills

MS Office

Presentation skills

Prioritization

Financial statement analysis

Analytical thinking

Education

Bachelor's degree in Business/Finance/related field

Formal Credit Analyst training

7-9 years experience in commercial lending

Tools

Microsoft Word

Excel

Outlook

PowerPoint

Job description

First Interstate Bank in Bozeman, MT seeks a Commercial Relationship Manager II to manage a portfolio of large, complex clients with loans from $50MM to $100MM and revenue generation of at least $1.5MM. You will build strategic partnerships, grow new business, and drive revenue while ensuring credit quality.

Key responsibilities include achieving annual production goals, developing new business, and maintaining strong client relationships across cross-functional teams.