Commercial Banking Relationship Manager III

Tompkins Financial Corporation   •  

Ithaca, NY

Industry: Finance & Insurance


8 - 10 years

Posted 186 days ago

This job is no longer available.


Primary Responsibilities:

  • Works as an active member of the bank’s sales/services lending department as follows:
    • Jointly establishes quantitative sales objectives, with assigned supervisor on an annual basis; this activity to be integrated with the Commercial Credit Services department’s annual marketing/sales plan.
    • Solicits new business from present and prospective customers; maintains ongoing business relationships with present customers in order to take advantage of additional cross-selling opportunities.
    • Provides sales information on a timely basis in order that this information may be included as part of monthly and year-to-date sales performance reports.
    • Monitors individual sales performance versus objectives on a monthly basis utilizing bank’s sales information system; discusses performance with appropriate supervisor on a frequent basis.
  • Maintains a thorough knowledge of the features and benefits of all bank commercial credit products and services, in order to ascertain customer needs and to sell in conjunction with these needs.
  • Provides direct service to commercial customers with respect to deposit, loan, and other miscellaneous products and services, if applicable, approves or rejects loan applications within individual lending authority.
  • Prepares various forms and reports and provides information as requested from appropriate supervisor or departments.
  • Maintains a working knowledge of bank operating policies and procedures which impact commercial services. Maintains working knowledge of bank’s FDICIA and compliance procedures/policies.
  • Maintains working knowledge of loan documentation procedures.
  • Responsible for early detection, reporting, and monitoring of problem credit. Responsible for quality of own loan portfolio.

Additional Responsibilities:

  • Assists customers in obtaining specialized services from other company business partners, such as Insurance, Cash Management, Wealth Management etc.; provides help to customers with specific inquiries of service problems.
  • May attend sales and trade meetings as the bank’s representative to develop new business and to gain information and leads on prospective accounts.
  • All other duties as assigned.


Required Qualifications:

  • A BS or BA degree in a related field
  • Prior commercial lending or related experience or a minimum of seven (7) years experience in commercial credit analysis
  • A minimum of one (1) yearexperience in loan related customer contact
  • Proficient reading, writing, grammar and mathematics skills
  • Proficient interpersonal relations, communicative, and sales skills
  • Proficient appropriate analytical skills
  • A thorough knowledge of the features and benefits of all bank commercial products and services
  • A working knowledge of bank operating policies and procedures which impact commercial services

Physical Requirements:

  1. Requires the ability to lift 0-10 lbs on a frequent basis
  2. Movement that may be required for a prolonged period of time, includes, but is not limited to: sitting, standing, bending, leaning, pushing, stretching, reaching and typing as is common and typical in an office environment