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1 Middle Market Relationship Manager Job in Fishers, IN

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Northwest Bank
Fishers, IN | Full Time
$95k-128k (estimate)
3 Weeks Ago
Middle Market Relationship Manager
Northwest Bank Fishers, IN
$95k-128k (estimate)
Full Time | Lending & Credit 3 Weeks Ago
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Northwest Bank is Hiring a Middle Market Relationship Manager Near Fishers, IN

The Middle Market Relationship Manager 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 Middle Market Relationship Manager 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
  • Meet or exceed budgeted goals
  • 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 & the Loan Closers
  • 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 Experience
  • Bachelor's Degree Business, Accounting, Finance, Economics, or Marketing
  • 6 - 8 years Account relationship management experience
  • 6 - 8 years Experience consistently delivering strong sales performance
  • Comprehensive knowledge and understanding of C & I lending, loan servicing, and credit and non-credit products
  • Strong negotiating skills in terms loan structure and pricing
  • Knowledge and understanding of risk management
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to multitask and effectively prioritize responsibilities

Job Summary

JOB TYPE

Full Time

INDUSTRY

Lending & Credit

SALARY

$95k-128k (estimate)

POST DATE

05/23/2024

EXPIRATION DATE

07/21/2024

WEBSITE

northwest.bank

HEADQUARTERS

SYRACUSE, IN

SIZE

25 - 50

FOUNDED

2007

CEO

HEATH SINCOE

REVENUE

$5M - $10M

INDUSTRY

Lending & Credit

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The following is the career advancement route for Middle Market Relationship Manager positions, which can be used as a reference in future career path planning. As a Middle Market 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 Middle Market Relationship Manager. You can explore the career advancement for a Middle Market Relationship Manager below and select your interested title to get hiring information.