Growth-Driven Commercial Relationship Manager

EVERWISE CREDIT UNION; United States; On-site; USD 90,000 - 120,000; Full time

Job summary

Everwise Credit Union is seeking a Commercial Relationship Manager to develop and oversee a commercial loan portfolio for businesses with revenues up to $20 million, and to provide deposit services, treasury management, and other Everwise products.

The role emphasizes growth through new relationships, collaboration for credit approval, and cross-selling opportunities, while maintaining prudent lending practices.

Qualifications

• Bachelor’s degree in business, Accounting, Finance, related field, or equivalent relevant work experience.
• 4+ years’ experience in business banking or commercial lending within the financial services industry.
• Excellent skills in commercial financial software and Microsoft Office suite.
• Relevant certifications or advanced degree, preferred.

Responsibilities

• Develop and oversee a commercial loan portfolio for businesses with revenues up to $20M and loan sizes above $2M.
• Screen and interview commercial applicants to assess financial needs and gather required information.
• Collaborate with internal partners for credit approval and cross-sell Everwise products.
• Proactively manage loan portfolio, deposits, collections, and documentation.

Skills

Commercial loan experience

Negotiation

Communication skills

Relationship management

Risk management

Treasury management knowledge

Interpersonal skills

Education

Bachelor's degree in business, accounting, or finance

Tools

Commercial financial software

Microsoft Office

Job description

Everwise Credit Union is seeking a Commercial Relationship Manager to develop and oversee a commercial loan portfolio for businesses with revenues up to $20 million, and to provide deposit services, treasury management, and other Everwise products.

The role emphasizes growth through new relationships, collaboration for credit approval, and cross-selling opportunities, while maintaining prudent lending practices.