Relationship Manager - Commercial Markets

Connect First Credit Union

$70K — $95K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of 5 years in progressive lending and Commercial Banking
  • Proven experience in credit granting and Business Banking product sales
  • Strong business development, underwriting, and compliance background
  • Skilled in relationship-building with members and community stakeholders
  • University degree in a business discipline or equivalent experience

Responsibilities

  • Develop and execute sales and marketing strategies to enhance commercial loan and deposit growth
  • Proactively establish and nurture relationships with current and prospective members
  • Keep abreast of lending and deposit services, policies, and legislative changes
  • Maximize growth of existing loan and deposit portfolios
  • Prepare and submit renewal applications
  • Recommend rates and approve loans within assigned authority
  • Assess loan requests based on policy, risk, and profitability metrics

Benefits

  • Competitive compensation with performance-based incentives and profit sharing
  • Access to training and development opportunities
  • Clear pathways for career advancement
  • Flexible work arrangements available
  • Engagement in meaningful work aligned with corporate goals
  • Participation in employee volunteer programs
  • Membership benefits including profit sharing and board voting rights
Full Job Description
The primary goal of the Relationship Manager is to deliver personalized advice to our commercial members. As a Relationship Manager, you'll manage a portfolio of commercial loans and deposits and be accountable for sales, service and growth of that portfolio. Using your commercial experience, you will cultivate strong working relationships with potential and existing members, the retail branch network, local business owners, and members of the professional community. What you'll be doing: • Developing and maintaining effective sales and marketing efforts to maximize commercial loan growth, deposit growth and sales of peripheral products to help our members succeed in business • Proactively building relationships with existing and future members • Staying up to date on lending and deposit services, products, policies, and legislation • Maximizing our existing portfolio including loan and deposit growth • Developing and submitting renewal applications • Recommending rates within discretionary limits and approving loans within lending authority • Evaluating requests on the basis of policy, risk, and profitability What you bring: • Minimum of 5 years of progressive lending and Commercial Banking experience • Demonstrated ability in all facets of credit granting and sales of Business Banking products over a three-to-seven-year period • Business Banking experience including business development, underwriting, compliance, and a basic knowledge of portfolio management • Experience working and developing relationships with members, potential members, influential community people and employees • University degree in a business discipline or sufficient experience in lieu of education Most importantly, we are looking for candidates with a passion for helping our members and businesses succeed. If you are a driven lender looking for long-term career growth, then we encourage you to apply! Why Servus? Working for Servus has outstanding benefits. In addition to standard benefits like health and wellness, vacation and retirement savings programs, we also provide other important benefits such as: • Competitive compensation including performance-based incentive pay and profit share • Training & Development Opportunities • Career Advancement Potential • Flexible work options • Meaningful work towards individual and corporate goals • Opportunities to get involved and give back through an employee volunteer program At Servus, our employees are also members. This means you'll have all the benefits of being a member of the credit union including profit sharing, voting for the board of directors, and all of the financial services we provide...with a few additional perks! What happens next? We thank all applicants for their interest. Please note applications will only be accepted online and only those applicants under consideration will be contacted.

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