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Tompkins Financial

Community banking wealth and insurance

Commercial Banking Relationship Manager 3

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timePittsford, NY, USAIn-person

About the Job

Requirements

  • A bachelor's degree is required.
  • Seven years of experience in complex commercial real estate lending and/or commercial and industrial loan management at a financial institution is required.
  • Formal credit experience is required.
  • Strong sales skills and expectation management skills are required.
  • Excellent verbal and written communication skills are required.
  • Knowledge of and the ability to use current technology proficiently are required.
  • Good organizational skills, a high level of accuracy, and strong attention to detail are required.
  • Effective time management and the ability to work independently in a team environment are required.
  • The ability to handle sensitive information with complete confidentiality and professionalism is required.

Responsibilities

  • Work as an active member of the Company's sales and services lending department.
  • Jointly establish annual quantitative sales objectives with the assigned supervisor.
  • Solicit new business from present and prospective customers.
  • Provide sales information in a timely manner for inclusion in monthly and year-to-date sales performance reports.
  • Monitor individual sales performance against objectives monthly using the Company's sales information system.
  • Maintain thorough knowledge of the features and benefits of all Company commercial credit products and services to ascertain customer needs and sell accordingly.
  • Provide direct service to commercial customers regarding deposit, loan, and other miscellaneous products and services; approve or reject loan applications within individual lending authority, if applicable.
  • Assist customers in obtaining specialized services from other departments as necessary.
  • Maintain working knowledge of Company operating policies and procedures that affect commercial services.
  • Maintain working knowledge of loan documentation procedures.
  • Attend sales and trade meetings as the Company's representative as needed to develop new business and obtain information and leads on prospective accounts.
  • Detect, report, and monitor problem credit early.
  • Maintain the quality of the role's loan portfolio.
  • Perform other duties as assigned.
  • Market and sell Company products and services; support quality, coordination, policy conformance, training, and reporting documentation.
  • Promote the Company's Community Reinvestment Act requirements and policy, and adhere to FDICIA and compliance procedures applicable to the Company's lending activities.

Desired Qualifications

  • A master's degree is desirable.

About the Company

Tompkins Financial

Community banking wealth and insurance

Tompkins Financial is a financial holding company for community banking, wealth-management, and insurance businesses. Local relationship teams operate with shared risk, technology, finance, compliance, and corporate capabilities. Its regional affiliates provide deposit, lending, investment, trust, planning, and insurance services to households and organizations. The profile is Tompkins Financial and its affiliated operating companies in New York and Pennsylvania. Roles span branch banking, lending, wealth, insurance, operations, technology, risk, and professional support.

Company size
1-10
Company stage
IPO
Headquarters
Ithaca, NY
Founded
1836

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