Commercial Banking Relationship Manager III (Lancaster County)
northwest bankLancaster, PA
Commercial Banking Relationship Manager III (Lancaster County)
northwest bankLancaster, PA
48 days ago
Occupations
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelLoan OfficersSales and Related Workers, All OtherIndustries
Commercial BankingSavings Institutions and Other Depository Credit IntermediationOther Activities Related to Credit IntermediationAbout the role
PA0186 Mount JoyJob Description The C & I Commercial Relationship Manager III 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 COIsEncourage 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 .Complete special projects as assigned
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#LI-EK1Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Summary
Location: Mount Joy, PA; Lititz, PA; Lancaster, PA
Type: Full time
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JOB OVERVIEW
Experience level
Senior
Location
Lancaster, PA
Occupation
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Industry
Commercial Banking
Posted
48 days ago
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