What are the responsibilities and job description for the Commercial Relationship Manager position at CFBank?
About CFBank:
We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we’ve been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.
About the role:
The Commercial Relationship Manager (Commercial Lender) is a sales-focused role responsible for acquiring and retaining commercial banking relationships. This position communicates and coordinates with other client service and operational staff and reports directly to senior leadership within their market.
What you’ll do:
- Identify and screen new business opportunities for prospective clients, focusing primarily on commercial lending opportunities and cross-selling and referring deposit relationships.
- Provide support to existing commercial and business banking clients, often coordinating with client service, treasury management, portfolio management, and operations staff.
- Act as a primary point of contact for negotiations and issue resolution for the clients in your portfolio.
- Develop, maintain, and analyze various reports and financial data for tracking and reporting, developing business banking solutions, resolving issues, and minimizing risk.
- Increase customer base and impact the Bank’s bottom line through the origination of quality credits with a high priority on deepening relationships beyond just the commercial financing needs.
- Provide all information required to assist the credit staff in the preparation, analysis, and delivery of credit solutions for new and existing clients.
Desired Qualifications:
- Experience and Knowledge: Strong sales background with experience in commercial credit/banking. Proven track record of acquiring and retaining relationships.
What We Offer:
- Competitive compensation package including annual bonus opportunity.
- Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
- Professional development opportunities including educational/training opportunities
- “Accelerated” 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting
- Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
- Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources
- One of the most collaborative environments you’ll find, with a team of hard-working mutually invested professionals who are excited about shared success
CFBank, National Association is an Equal Opportunity Employer, including disability and protected veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.