Relationship Manager C&I

Sunwest Bank

$120K — $165K *
Boise, ID 83709In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in commercial banking or related field
  • Strong knowledge of commercial banking products and services
  • Proven ability to develop and maintain client relationships
  • Solid understanding of legal entity structures
  • Proficient in Microsoft Office (Word, Excel) and internet applications
  • Excellent organizational and time management skills
  • Effective communication skills with stakeholders

Responsibilities

  • Engage in business development to solicit opportunities
  • Foster a sales environment aligned with Bank goals
  • Assess clients' banking needs and gather financial data
  • Analyze financial conditions for credit risk assessments
  • Prepare and present loan recommendations and financial analyses
  • Negotiate loan terms and coordinate approvals effectively
  • Represent the Bank in civic and community activities

Benefits

  • Hybrid and remote work options available
  • Regular working hours with a Monday to Friday schedule
  • Opportunities for professional development
  • Participation in community and civic engagement initiatives
Full Job Description
Job Title: Relationship Manager

Department: Commercial Lending (Boise) - 44
Reports to: Head of Commercial Lending


Status: ☒ Exempt • Non-Exempt
About the Role

The Relationship Manager is responsible for developing and managing a portfolio of C&I clients, delivering tailored banking solutions, and driving new business growth. This role serves as the primary point of contact for clients, building long-term relationships while partnering with credit, underwriting, and operations teams to structure and close transactions aligned with the Bank's risk appetite.

Work Details

Schedule: Monday - Friday, 8:00 AM - 5:00 PM
Work Location: ☒ Onsite • Hybrid • Remote
Travel: Frequent (more than 25%)

What You'll Do
  • Engage in business development activities and solicit new business opportunities
  • Contribute to a results-driven sales environment aligned with Bank goals
  • Maintain knowledge of Bank products and services through ongoing education
  • Work with clients and prospects to assess banking needs and gather financial information
  • Analyze financial condition and credit risk in alignment with Bank credit standards
  • Prepare and present loan recommendations for approval, including financial analysis and client presentations
  • Meet with clients and prospects and visit business locations or collateral properties
  • Negotiate loan terms and coordinate approvals with appropriate authority
  • Communicate client-related issues, risks, or challenges as needed
  • Coordinate processing of approved loans in accordance with Bank policies and client expectations
  • Monitor loans for covenant compliance and changes in credit risk
  • Represent the Bank in community, civic, and reinvestment activities to develop business relationships
  • Support market visibility and growth within the assigned region
  • Maintain awareness of competitive landscape and economic trends

What We're Looking For

(Required)
  • Understanding of different legal entity structures
  • Knowledge of commercial banking products and services
  • Proficiency with Microsoft Office (Word, Excel, and internet applications)
  • Strong organizational and time management skills
  • Ability to manage multiple priorities simultaneously
  • Strong problem-solving and decision-making skills
  • Ability to communicate effectively with internal and external stakeholders

(Nice to Have)
  • Experience in commercial lending or credit underwriting
  • Familiarity with loan origination or portfolio management systems
  • Existing relationships within business or commercial banking networks


Posting Location(s):
  • Boise Banking Office; 1299 N. Orchard St., Suite 100, Boise, ID 83706
Compensation

$120,000.00-165,000.00 + Commission
Physical Demands:

In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently abled individuals to perform the essential functions of the job.
• Sedentary: Limited activity, no lifting, limited walking
• Moderate: Mostly standing, walking, bending, frequent lifting

☒Light: Office work, some lifting, bending, stooping or kneeling, walking
• Arduous: Heavy lifting, bending, crawling, climbing

The Fine Print

This job description reflects the general nature of the role and may change as business needs evolve.

Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.

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