Northwest Savings Bank

Commercial Banking Relationship Manager III

Northwest Savings Bank • $70K — $95K *
Columbus, OH 43230In-Person
Finance & Insurance
5 - 7 years of experience
2 months ago
Job Overview by Ladders

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 to bring in new relationships
  • Engage with product partners for cross-selling opportunities
  • Achieve and exceed assigned budget goals
  • Participate in community and professional networking events
  • Establish and maintain a prospect list with a regular calling schedule
  • Manage a commercial loan portfolio including credit and non-credit clients
  • Analyze financial statements to assess client performance and risk

Benefits

  • Engaging work environment focused on professional growth
  • Comprehensive training on sales, products, and credit
  • Networking opportunities within community and industry organizations
  • Team collaboration that emphasizes shared goals and success
  • Access to advanced Microsoft Office and department-specific software tools
Full Job Description
OH0713 NW Bancshares HQ

Job Description

The C & I Commercial Relationship Manager 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 .


Education:
  • Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred


Work History:
  • 6 - 8 years account relationship management experience preferred
  • 6 - 8 years experience consistently delivering strong sales performance preferred


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About Northwest Savings Bank

Northwest Savings Bank is a full-service community bank offering a complete line of banking products and services. The bank has over 170 locations in Pennsylvania, New York, Ohio, and Maryland. Northwest Savings Bank was founded in 1896 and is headquartered in Warren, Pennsylvania. The bank offers personal and business banking services, including checking and savings accounts, loans, mortgages, and credit cards. Northwest Savings Bank is committed to providing excellent customer service and supporting the communities it serves.
Learn more about Northwest Savings Bank
Size
1,700 employees
Industry
Finance & Insurance
* Ladders Estimates

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