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Commercial Banking Relationship Manager
Full Time
Just Posted
Community State Bank, Avilla IN is Hiring a Commercial Banking Relationship Manager Near Fort Wayne, IN
Community State Bank is seeking an experienced Full-Time Commercial Banking Relationship Manager to join our team of dynamic commercial lending professionals in our new Fort Wayne, Indiana office. Qualified candidates will have at least two (2) years of bank commercial credit/lending experience and be dedicated to providing an exceptional client experience. Apply today and see why CSB is a great place to work!
Job Title: Commercial Banking Relationship Mgr
Reports To: Commercial Banking Manager
Supervises: None
Division: Commercial
FLSA Classification: Exempt
Pay Rate: Salary
Reports To: Commercial Banking Manager
Supervises: None
Division: Commercial
FLSA Classification: Exempt
Pay Rate: Salary
Position Purpose: The Commercial Banking Relationship Manager (CBRM) is responsible for the acquisition of new commercial banking clients as well as the expansion and retention of existing commercial relationships. The CBRM will help structure, underwrite, negotiate, and manage low-to-moderately complex credit relationships. Additionally, the CBRM is responsible for developing and executing relationship management plans for high value clients.
Job Requirements
Education: A 4-year degree in Business, Accounting, Finance, or related field is required. An equivalent combination of education and relevant work experience may be considered in lieu of a 4-year degree.
Education: A 4-year degree in Business, Accounting, Finance, or related field is required. An equivalent combination of education and relevant work experience may be considered in lieu of a 4-year degree.
Experience: At least 2-4 (two to four) years of experience in commercial credit/commercial banking is required, including developing, structuring, and underwriting credit transactions.
Skills: Effective organizational and time management skills; excellent verbal and written communication skills; analytical thinking skills; ability to type at least 50 wpm; proficiency with Microsoft Office software such as Word, Excel, PowerPoint, and Outlook; fluency in the English language; ability to create professional-level written presentations and client communications; ability to travel between Bank and client locations as needed.
Essential duties include, but are not limited to:
CSB Cultural Expectations
CSB Cultural Expectations
- Commit to learning, integrating, and modeling CSB’s ‘I CREATE’ core values: Integrity, Communication, Respect, Encouragement, Accountability, Trust, and Equality.
- Align to bank-wide vision, mission, and business objectives.
- Commit to continuous personal and professional growth in the areas of teamwork, customer service, and job specific competencies.
Relationship Management Expectations
- Take ownership of clients’ relationships with the Bank and do so effectively under minimal supervision.
- Prioritize relationships effectively and have an appropriate relationship management plan for each customer.
- Take a consultative approach to understanding our clients’ objectives, effectively identify their financial needs, implement appropriate financial solutions, and undertake ongoing review and assessment to ensure plan execution.
- Effectively collaborate and communicate with client service team, product team and senior management to ensure an excellent client experience.
- Effectively anticipate client needs.
- Understand and address key relationship stakeholders and key buying influences.
- Maintain a working knowledge of bank operating policies and procedures which impact commercial relationships.
Business Development Expectations
- Maintain and grow a profitable book of business through disciplined and initiative-taking business development and relationship management.
- Be highly focused on our target client profile; understand their financial needs and effectively communicate our value proposition.
- Develop an in-depth knowledge of Bank products and services, including deposit, treasury, and merchant banking solutions.
- Analyze the needs of clients and prospects to effectively recommend appropriate products or services.
- Attain established Bank portfolio growth, deposit, and loan production goals through active participation in sales management process.
- Participate in community events and networking activities to increase awareness and presence of Community State Bank.
Underwriting Expectations
- Effectively identify key risk factors associated with business opportunities and clearly articulate a thorough credit recommendation.
- Accurately prepare credit presentations and participate in the underwriting and credit approval process.
- Structure, underwrite, and obtain credit approval, negotiate terms, and effectively document credit actions and agreements.
- Ensure that all loans are documented completely, and that any documentation or loan policy exceptions are addressed and resolved.
Portfolio Management Expectations
- Be accountable for overall portfolio management, compliance, and risk.
- Monitor direct and operating exposures of portfolio to ensure actual performance is consistent with approved limits and loan structures—and consistent with the understanding or expectations that informed our credit approval.
- Initiate timely changes to risk ratings to reflect changes in conditions that impact on our customers and the Bank’s risk exposure, including regulatory compliance.
- Complete accurate and timely credit actions, including periodic reviews, renewals, and modifications.
- Ensure that borrower reporting requirements and financial covenants are met.
- Work in close partnership with credit administration.
- Be fully trained and knowledgeable in all compliance related areas of CSB including, but not limited to: BSA, OFAC, etc.
- Deliver products in compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations.
- Perform other duties as assigned
- Frequent sedentary work that primarily involves sitting.
- Occasional standing and walking.
- Frequent repetitive motions that include the hands and/or fingers.
- Constant operation of a computer and other office productivity machinery, such as a calculator, copy machine, phone, and printer.
- Occasional lifting of up to 10 pounds.
- Constant written and verbal communication with others to exchange information.
- Constant state of awake and alertness.
- Frequent need to speak to groups of people.
- Constant ability to report in-person regularly and consistently at job site.
- Constant ability to distinguish colors and clearly view close up written materials.
- Constant exposure to moderate background noise (keyboards, telephones, printers, talking, etc.).
- Occasional need to travel to other bank locations or various types of client business locations.
- Occasional exposure to outdoor weather for short periods of time.
Community State Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Job Summary
JOB TYPE
Full Time
POST DATE
05/13/2024
EXPIRATION DATE
07/11/2024
Show more
The job skills required for Commercial Banking Relationship Manager include Products and Services, Initiative, Communicates Effectively, Customer Service, Relationship Management, Client Service, etc. Having related job skills and expertise will give you an advantage when applying to be a Commercial Banking Relationship Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Commercial Banking Relationship Manager. Select any job title you are interested in and start to search job requirements.
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The following is the career advancement route for Commercial Banking Relationship Manager positions, which can be used as a reference in future career path planning. As a Commercial Banking Relationship Manager, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Commercial Banking Relationship Manager. You can explore the career advancement for a Commercial Banking Relationship Manager below and select your interested title to get hiring information.
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