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Job description
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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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.