What are the responsibilities and job description for the Sr. Relationship Manager (Commercial Lender) 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:
In this role, you will be responsible for acquiring and retaining commercial banking relationships. This position communicates and coordinates with other client service and operational staff across the organization.
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 business banking clients, often coordinating with client service, treasury management, lending, and operations staff.
- 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 Banks bottom line through the origination of quality credits with a high priority on deepening relationships beyond just the commercial financing needs.
- Assist credit staff in preparation, analysis, and delivery of credit solutions for new and existing clients.
- Comply with internal security policies and procedures and maintain customer confidentiality at all times.
- Adhere to all regulations, policies, and record-keeping requirements. Complete all required training related to bank regulations and policies.
- Accept other responsibilities and projects as requested to add value for CFBank.
What We Offer:
- 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