Northwest Savings Bank

CRE Relationship Manager

Northwest Savings Bank • $90K — $110K *
Fishers, IN 46038In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in business, Accounting, Finance, Economics, or Marketing
  • 6-8 years of CRE relationship management experience
  • Demonstrated strong sales performance
  • Extensive knowledge of commercial real estate lending and credit products
  • Strong negotiation skills in loan terms and structure
  • Understanding of risk management practices
  • Excellent communication and interpersonal skills

Responsibilities

  • Develop and expand commercial banking and referral relationships
  • Proactively prospect for new business opportunities
  • Collaborate with product partners for cross-selling initiatives
  • Achieve individual and regional budget goals
  • Participate in community networking events
  • Maintain a prospect list and schedule for client engagements
  • Encourage referrals from existing clients

Benefits

  • Supportive team environment
  • Opportunities for professional development
  • Access to community networking events
  • Comprehensive training in sales and credit
  • Flexible work arrangements as needed
Full Job Description
IN0534 Fishers

Job Description

The CRE 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 also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The CRE Relationship Manager is also responsible for managing a portfolio of relationships, ensuring 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, and meaningful "Centers of Influence" 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
  • 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 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 non-credit 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 to maximize technology tools and gain efficiency
  • Work as part of a team
  • Work with on-site equipment


Education + Experience preferred
  • Bachelor's degree in business, Accounting, Finance, Economics, or Marketing
  • 6-8 years of CRE relationship management experience
  • Experience consistently delivering strong sales performance
  • Extensive comprehensive knowledge and understanding of commercial real estate lending, loan servicing, credit and non-credit products.
  • Strong negotiating skills in terms, loan structure and pricing.
  • Knowledge and understanding of risk management.
  • Excellent verbal, written, and interpersonal communication skills.
  • Ability to multitask and effectively prioritize responsibilities.


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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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