Commercial Banking Relationship Manager 3

PA0220 Erie - 8th & State

Job 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 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 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

• Abide by the rules of the safety and loss prevention program

• Perform work tasks in a safe manner

• Report any and all injuries to supervisor

• Know what to do in case of an emergency

Education and Experienced Preferred

• Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing

• 6 - 8 years account relationship management experience 

• 6 - 8 years experience consistently delivering strong sales performance

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Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.