Bank First

Commercial Associate Relationship Manager

Bank First$74K — $100K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree
  • 2+ years in commercial banking or business specialist roles
  • Exceptional interpersonal and relationship-building skills
  • High integrity with strong analytical abilities
  • Demonstrated success in previous roles or activities
  • Self-starter with a high work ethic and ownership mentality
  • Proficiency in Microsoft Office products

Responsibilities

  • Assist Senior RMs in developing relationships to generate loans, deposits, and fees
  • Build and maintain a CRM database of prospects
  • Develop initial financial models and recommend capital structures
  • Complete opportunity memos and assess project strengths and weaknesses
  • Participate in sales and service goal achievement to enhance client relationships
  • Refer clients to other business lines for needs outside RM offerings
  • Identify and cultivate a center of influence network for sales opportunities

Benefits

  • Incentive eligibility for all roles except Co-Op, Intern, or Student positions
  • Holistic wellbeing programs and benefits
Full Job Description
The Associate Commercial Relationship Manager ("Associate RM") is responsible for supporting the business development efforts of the Commercial Banking team to generate meaningful incremental deal flow. This includes working closely with the team to identify, quantify and diligence new banking opportunities as well as help maintain the current client base. The Associate RM is expected to build robust financial models, recommend capital structure, complete opportunity memos, assist in preparing portfolio reviews, attend prospect meetings when applicable, and participate in internal meetings to discuss transactions and the overall portfolio. Essential Functions/Responsibilities • Assist Senior RMs responsible for developing multi-faceted relationships with current clients, prospects and referral sources to generate loans, deposits and fees. • May be responsible for building and maintaining CRM database of prospects and referral sources. • Develop relationships with current clients, prospects and referral sources • Develop initial financial models and recommend capital structures for new opportunities. • Complete opportunity memos, assess strengths and weakness, mitigate weaknesses. • Participate in the achievement of sales and service goals to build customer relationships and enhance shareholder value while managing pipeline activities. • Refer business to other lines of business when client needs fall outside of the RM product offering, including but not limited to Treasury Management and Wealth Management • Identify and build center of influence network to assist in developing sales opportunities. • Assist in determining credit eligibility, preparing loan narratives, and ensuring loans meet appropriate criteria. • Assist in completing and presenting client portfolio reviews. • Work with clients to obtain financial information and analyze and present client portfolio reviews. • Assist in completing pitch decks, term sheet preparation and presentation. Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job • Bachelor’s degree. • 2+ years of business specialist/commercial banking experience • Excellent interpersonal skills and proven track record of building relationships. • Polished, articulate and able to build positive and productive relationships. • Practical judgment, highly analytical and high integrity. • Demonstrated excellence in school, sport or other endeavors with clear passion to win. • Result oriented, self-starter with strong sense of ownership. • Exceptional work ethic. • Resourceful and organized. • Proficient in Microsoft Office products. Preferred Knowledge and Skills • Previous Commercial Banking experience. • Previous Credit training including financial modeling skills. • Experience with SalesForce. Level of Complexity and Scope • Understand complex transactions and capital structures. Degree of Independence and Decision-Making • Collaborates with Relationship Managers and other Commercial leadership including Managing Directors Required Supervisory Responsibilities • None Physical Requirements • Occasionally lifts and carries up to 50 lbs. • Frequently lifts and carries up to 10 lbs. • Frequently sits, stands, walks and drives. Development and Training Pay Range: $74,000/year to $100,000/year Benefits We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our . Incentive Eligibility All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

About Bank First

Bank First is a community bank that provides personal and business banking services. The bank was founded in 1894 and is headquartered in Manitowoc, Wisconsin. Bank First offers a range of financial products and services, including checking and savings accounts, loans, mortgages, and investment services. The bank has over 20 locations throughout Wisconsin and Michigan. Bank First is committed to providing exceptional customer service and building long-term relationships with its customers.
Learn more about Bank First
Size
287 employees
Market Cap
$825.1 million
Industry
5 Year Trend
+17.1%
NASDAQ

Similar Jobs

More Jobs at Bank First

More Finance & Insurance Jobs

Find similar Commercial Associate Relationship Manager jobs: