Commercial Relationship Manager

4 weeks ago

Carmel, United States Everwise Credit Union Full time
Commercial Relationship Manager


We are searching for an experienced Commercial Relationship Manager.
Indianapolis, Indiana

Position Summary:

The Commercial Relationship Manager will develop and oversee a Commercial Loan Portfolio, focusing on the growth and development of commercial and industrial relationships typically comprising businesses with annual revenues up to $20 million. Responsibilities include providing deposit services, commercial loans, treasury management, and other Everwise products and services. The Commercial Relationship Manager is accountable for diligently working with internal and external partners for credit approval, discussing other product offerings and making introductions to other lines of business, consistently building relationships with new prospects and centers of influence along with existing clients.

Primary Responsibilities and Duties:

• Actively engage in business development activities to attract new, profitable lower middle market businesses typically up to $20 million in revenues or loan sizes above $2 million.

• Screen and interview commercial applicants to assess their financial needs.

• Gather required information to compile a comprehensive loan package to submit for decisioning.

• Conduct joint calls with MicroLenders, Business Bankers, Treasury Management, and other internal stakeholders and departments.

• Perform robust financial analysis on loans and support underwriting.

• Actively involved in closing loans by adhering to proper documentation procedures, obtaining required signatures, and disbursing funds as per approval.

• Proactive administration of loan portfolio, deposit accounts, collections, and associated documentation.

• Proactive portfolio management, ensuring loan compliance, mitigating risk, and maintaining profitability by acquiring and analyzing necessary financial data.

• Cultivate and maintain professional community relationships to enhance Everwise's visibility and secure new business opportunities.

• Actively engage in community service and promotional events, to foster personal development and enhance Everwise's positive reputation in the community.

• Preview other financial products and introduce additional financial services to enhance member relationships. Such as - Commercial, Cash Management, Mortgage, and Retail Services.

• Assume additional responsibilities as required for the growth and advancement of Everwise.

Knowledge/Skills:

• Corporate and Commercial loan experience across diverse industries, and commercial real estate asset classes.

• Proficient in negotiation, with excellent verbal and written communication skills.

• Deliver exceptional service to our business members, regardless of circumstances.

• Utilize interpersonal skills in interviewing, negotiating, selling, and managing difficult conversations with members.

• Uphold impeccable integrity by safeguarding the best interest of Everwise and its members through prudent lending practices and risk mitigation.

• Knowledgeable of business and contract laws.

• Strong understanding of commercial credit, loan services, and credit risk policies and procedures.

• Solid understanding of treasury management.

• Ability to work autonomously and collaboratively in a team environment.

• Understand and adhere to government laws, regulations, and Everwise's policies and procedures concerning Anti-Money Laundering Regulations including but not limited to the Bank Secrecy Act (BSA), US PATRIOT ACT and OFAC.

Minimum Requirements:
  • Bachelor's degree in business, Accounting, Finance, or related field, required.
  • 4+ years' experience in corporate and commercial lending within the financial services industry
  • Excellent skills in commercial financial software and Microsoft Office suite.
  • Relevant certifications or advanced degree preferred.
Exempt

Annual Salary

Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

  • Commercial Relationship Manager

    1 month ago

    Carmel, United States Teachers Credit Union Full time

    Commercial Relationship Manager We are searching for an experienced Commercial Relationship Manager. Indianapolis, Indiana Position Summary: The Commercial Relationship Manager will develop and oversee a Commercial Loan Portfolio, focusing on the growth and development of commercial and industrial relationships typically comprising businesses with annual...

  • Commercial Relationship Manager

    1 month ago

    Carmel, United States Everwise Credit Union Full time

    Commercial Relationship ManagerWe are searching for an experienced Commercial Relationship Manager. Indianapolis, Indiana Position Summary: The Commercial Relationship Manager will develop and oversee a Commercial Loan Portfolio, focusing on the growth and development of commercial and industrial relationships typically comprising businesses with annual...

  • Commercial Relationship Manager

    4 weeks ago

    Carmel, United States Teachers Credit Union Full time

    Commercial Relationship Manager We are searching for an experienced Commercial Relationship Manager. Indianapolis, Indiana Position Summary: The Commercial Relationship Manager will develop and oversee a Commercial Loan Portfolio, focusing on the growth and development of commercial and industrial relationships typically comprising businesses with annual...

  • Commercial Lines Account Manager | Remote Days

    4 weeks ago

    Carmel, United States APR Full time

    Job DescriptionJob DescriptionJob Title: Commercial Lines Account Manager | Client Service Manager | CSRSalary: $70k- $80k base salaryLocation: Carmel, IN | Remote DaysJob Overview:The Commercial Lines Account Manager serves a critical role in our organization, managing a diverse portfolio of commercial insurance accounts. This individual is the primary...

  • Relationship Manager I

    4 weeks ago

    Carmel, United States PNC Full time

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Relationship Manager I

    1 month ago

    Carmel, United States PNC Full time

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Relationship Manager I

    1 month ago

    Carmel, United States PNC Full time

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Relationship Manager I

    4 weeks ago

    Carmel, United States PNC Full time

    Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Vice President Commercial Loan Officer

    1 month ago

    Carmel, United States First Farmers Bank Full time

    Apply Description First Farmers Bank & Trust was founded over 139 years ago in the heart of Indiana's most productive agricultural areas. We have grown to $3.0 Billion in assets by providing financial services to the agricultural and business community in our surrounding areas through a commitment to community style banking. Over the past five years our...

  • Vice President Commercial Loan Officer

    4 weeks ago

    Carmel, United States First Farmers Bank Full time

    Apply Description First Farmers Bank & Trust was founded over 139 years ago in the heart of Indiana's most productive agricultural areas. We have grown to $3.0 Billion in assets by providing financial services to the agricultural and business community in our surrounding areas through a commitment to community style banking. Over the past five years our...

  • Vice President Commercial Loan Officer

    7 days ago

    Carmel, United States First Farmers Bank and Trust Company Full time

    First Farmers Bank & Trust was founded over 139 years ago in the heart of Indiana's most productive agricultural areas. We have grown to $3.0 Billion in assets by providing financial services to the agricultural and business community in our surrounding areas through a commitment to community style banking. Over the past five years our practical relationship...

  • Vice President Commercial Loan Officer

    1 month ago

    Carmel, United States First Farmers Bank and Trust Company Full time

    First Farmers Bank & Trust was founded over 139 years ago in the heart of Indiana's most productive agricultural areas. We have grown to $3.0 Billion in assets by providing financial services to the agricultural and business community in our surrounding areas through a commitment to community style banking. Over the past five years our practical relationship...

  • Vice President Commercial Loan Officer

    4 weeks ago

    Carmel, United States First Farmers Bank and Trust Company Full time

    First Farmers Bank & Trust was founded over 139 years ago in the heart of Indiana's most productive agricultural areas. We have grown to $3.0 Billion in assets by providing financial services to the agricultural and business community in our surrounding areas through a commitment to community style banking. Over the past five years our practical relationship...

  • Vice President Commercial Loan Officer

    2 weeks ago

    Carmel, Indiana, United States First Farmers Bank & Trust Full time

    First Farmers Bank & Trust was founded over 139 years ago in the heart of Indiana's most productive agricultural areas. We have grown to $3.0 Billion in assets by providing financial services to the agricultural and business community in our surrounding areas through a commitment to community style banking. Over the past five years our practical relationship...

  • Vice President Commercial Loan Officer

    2 weeks ago

    Carmel, Indiana, United States First Farmers Bank Full time

    ApplyDescriptionFirst Farmers Bank & Trust was founded over 139 years ago in the heart of Indiana's most productive agricultural areas. We have grown to $3.0 Billion in assets by providing financial services to the agricultural and business community in our surrounding areas through a commitment to community style banking. Over the past five years our...

  • Vice President Commercial Loan Officer

    2 weeks ago

    Carmel, Indiana, United States First Farmers Bank and Trust Company Full time

    First Farmers Bank & Trust was founded over 139 years ago in the heart of Indiana's most productive agricultural areas. We have grown to $3.0 Billion in assets by providing financial services to the agricultural and business community in our surrounding areas through a commitment to community style banking. Over the past five years our practical relationship...

  • Relationship Banker, Hamilton, NJ

    4 weeks ago

    Carmel, Indiana, United States Santander Full time

    Relationship Banker, Hamilton, NJ Country: United States of America USA Job Family Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company.Uses knowledge of...

  • Client Relationship Specialist

    4 weeks ago

    Carmel, United States Charles Schwab Corporation Full time

    Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that...

  • Treasury Management Officer

    3 weeks ago

    Carmel, United States First Farmers Bank Full time

    Apply Description Position Summary: The Treasury Management and Public Funds Officer position will be primarily responsible for the development of new Treasury Management business, new products and services revenue and new sales opportunities from current business customers or prospective business customers. Be willing to pursue businesses on an ongoing...

  • Commercial Cleaning Team Leader

    3 weeks ago

    Carmel, United States Office Pride Full time

    A team leader manages and performs all cleaning functions. They oversee projects, various tasks, and supervise the day-to-day performance of cleaning staff to insure the job is done according to Office Pride Standards. Team leaders will perform administrative tasks such as submitting a nightly report and mileage reports. Team leaders act as motivators,...