Commercial Banking Relationship Manager III

Northwest Bank • Erie, PA • 12h ago

PA0220 Erie - 8th & State

Job Description

The 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 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 .

Complete special projects as assigned

Abide by the rules of the safety and loss prevention program

Perform work tasks in a safe manner

Report any and all injuries to supervisor

Know what to do in case of an emergency

Education and Experienced Preferred

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

6 - 8 years account relationship management experience

6 - 8 years e xperience consistently delivering strong sales performance

LI-EK1

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

A t Northwest, we're here for what's next. Whether we're finding opportunities for families, businesses and communities or opening doors for our team, we share a passion for helping the people around us succeed. And we know that in order to provide the highest level of care, we need to understand unique experiences and perspectives. That's why, whether you're interested in a corporate role or something customer-facing, your talent and voice matter. Here, you belong. Working at Northwest, you'll find that we recognize our employees for the important work they do through competitive compensation and benefits, professional development opportunities and by regularly celebrating wins along the way. So, take a look at the opportunities here. And join us as we move into the future making a difference for the people we serve.

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