Commercial Banking Relationship Manager III

3 weeks ago


Pittsburgh, Pennsylvania, United States Northwest Bank Full time
Job Description

Job Summary

The C & I Commercial Relationship Manager III 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 C & I Commercial Relationship Manager III 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
  • Achieve and exceed budget goals as assigned individually and by region
  • 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
  • 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 and Experience
  • Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred
  • 6 - 8 years account relationship management experience preferred
  • 6 - 8 years experience consistently delivering strong sales performance preferred
#LI-EK1

Northwest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

  • Pittsburgh, Pennsylvania, United States First National Bank of Pennsylvania Full time

    Job Overview: As a Regional Equipment Finance Specialist, you will play a critical role in providing sales, marketing, initial underwriting, and servicing of medium to large commercial loans/leases via equipment vendors, manufacturers, and their customer base. Your primary responsibility will be to develop new vendors/manufacturers and commercial prospects,...

  • Commercial Banker III

    2 weeks ago


    Pittsburgh, Pennsylvania, United States Truist Inc Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.Need...


  • Pittsburgh, Pennsylvania, United States First National Bank Full time

    Job SummaryAbout This OpportunityWe are seeking an experienced Credit Portfolio Manager to join our Commercial Banking team at First National Bank. In this role, you will be responsible for managing commercial loan portfolios, ensuring timely underwriting and ongoing portfolio management metrics.Main DutiesManage commercial loan portfolios, including...


  • Pittsburgh, Pennsylvania, United States Calculated Hire Full time

    Commercial Relationship Manager Buffalo, NY or Pittsburgh, PA – Hybrid $130K+ Base w/ Variable Commission Direct Hire Job Summary: The C & I Commercial Relationship Manager II (Commercial Banking MGR II) is responsible for serving as a trusted business advisor to clients, providing a full breadth of banking solutions to meet their financial objectives...


  • Pittsburgh, Pennsylvania, United States Calculated Hire Full time

    Commercial Relationship Manager Buffalo, NY or Pittsburgh, PA – Hybrid $130K+ Base w/ Variable Commission Direct Hire Job Summary: The C & I Commercial Relationship Manager II (Commercial Banking MGR II) is responsible for serving as a trusted business advisor to clients, providing a full breadth of banking solutions to meet their financial objectives...


  • Pittsburgh, Pennsylvania, United States Bank of America Full time

    We're looking for a talented Banking Relationship Manager to help us build strong relationships with our clients and deliver personalized service.This role involves serving as the first point of contact for financial center clients, helping them find suitable banking solutions and ensuring they have a seamless experience. The successful candidate will be...


  • Pittsburgh, Pennsylvania, United States Community Bank Full time

    Job DescriptionThe Senior Banker is responsible for managing and growing an existing portfolio, driving new client acquisition, and enhancing the portfolio's revenue base. This includes collecting financial statements, assisting in underwriting, and leading the annual review process.Key ResponsibilitiesSupport the Bank's mission to partner with individuals,...


  • Pittsburgh, Pennsylvania, United States AmeriServ Financial Bank Full time

    SUMMARY OBJECTIVE:Primary responsibility of this position is to develop and expand profitable commercial relationships by identifying financial needs and recommending appropriate solutions. Key areas of focus include loans, business services, deposits, related retail, and trust services. Responsibility includes the ability to assess financial performance in...


  • Pittsburgh, Pennsylvania, United States Farmers National Banc Corp. Full time

    ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following: Sell business products and services to commercial customers and prospects as opportunities occur or required by management, typically through personal calling efforts or internal/external referrals Analyze credit worthiness of commercial borrowers and make...


  • Pittsburgh, Pennsylvania, United States Atlantic Union Bank Full time

    Responsible for providing an independent perspective in underwriting and managing complex Wholesale Banking loans and relationships up to the bank's legal lending limit. Partners with Relationship Managers, Credit Portfolio Managers, and the Credit Portfolio Management Team Leader in delivering credit solutions through: underwriting, portfolio management,...


  • Pittsburgh, Pennsylvania, United States F.N.B. Corporation Full time

    Primary Office Location: 626 Washington Place. Pittsburgh, Pennsylvania. 15219. Join our team. Make a difference - for us and for your future. Position Title: Commercial Relationship Representative 1 Business Unit: Commercial Banking Reports to: Varies Based on Assignment Position Overview: This position is primarily responsible for assisting departmental...


  • Pittsburgh, Pennsylvania, United States First National Bank of Pennsylvania Full time

    Primary Office Location:30 Isabella Street. Pittsburgh, Pennsylvania. 15212.Join our team. Make a difference - for us and for your future.Position Title: Relationship Banking RepresentativeBusiness Unit: Mortgage AdministrationReports to: Varies Based on AssignmentPosition Overview:This position is primarily responsible for opening new relationship accounts,...


  • Pittsburgh, Pennsylvania, United States First National Bank Full time

    Job OverviewAbout First National BankFirst National Bank is seeking an experienced Credit Portfolio Manager to join our Commercial Banking team. As a key member of our team, you will be responsible for managing commercial loan portfolios, ensuring timely underwriting and ongoing portfolio management metrics.Main ResponsibilitiesResponsible for managing...


  • Pittsburgh, Pennsylvania, United States TriState Capital Bank Full time

    Position Portfolio Manager C&I Location: Pittsburgh, PA Summary of the Position: The Commercial and Industrial (C&I) Portfolio Manager assists the relationship managers with the underwriting of credit and the ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more time for the relationship...


  • Pittsburgh, Pennsylvania, United States GPAC Full time

    **Job Description**We're looking for a Banking Professional to serve as a Client Development Manager. The ideal candidate will have a proven track record in Commercial Banking, particularly in the Allegheny County market.The successful individual will be responsible for building relationships with business owners, managing a loan portfolio, making sales...


  • Pittsburgh, Pennsylvania, United States First National Bank of Pennsylvania Full time

    Primary Office Location:One North Shore Center. Pittsburgh, Pennsylvania. 15212.Join our team. Make a difference - for us and for your future.Position Title: Equipment Finance Commercial Segment Sales ManagerBusiness Unit:BCSIReports to:FNB Equipment Finance PresidentPosition Overview:This position is responsible for managing new business development...


  • Pittsburgh, Pennsylvania, United States TriState Capital Bank Full time

    The Commercial Documentation and Construction Administration Team Lead The Commercial Documentation and Construction Administration Team Lead will support the Commercial Closing process and Construction Administration workflow ensuring quality and productivity standards are met. This position will require thoughtful approaches to client engagement and...


  • Pittsburgh, Pennsylvania, United States First National Bank Full time

    Responsible for managing a designated Commercial loan portfolio, including portfolio management, credit underwriting, and ensuring compliance with bank and regulatory guidelines. Responsible for the quality of underwriting and ongoing portfolio manag Portfolio Manager, Underwriting, Commercial, Relationship Manager, Portfolio, Manager, Business Services


  • Pittsburgh, Pennsylvania, United States TriState Capital Bank Full time

    Job DescriptionThis position plays a critical role in the Commercial and Industrial (C&I) lending division, supporting relationship managers with underwriting requests for credit extensions and ongoing administration of loan portfolios.Main Responsibilities:Underwrite credit extensions to new and existing clientsPerform financial analysis for C&I lending...

  • Commercial Banker

    2 weeks ago


    Pittsburgh, Pennsylvania, United States FNB Corp Full time

    Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania Join our team. Make a difference - for us and for your future.Position Title: Commercial Banker 3Business Unit: Commercial BankingReports To: Commercial Banking Team LeaderPosition Overview:This position is primarily responsible for developing new and existing commercial loan business...