Commercial Relationship Manager

4 weeks ago


Rochester, New York, United States Five Star Bank Full time
Job Title: Commercial Relationship Manager

About the Role:

We are seeking a highly motivated and experienced Commercial Relationship Manager to join our team at Five Star Bank. As a Commercial Relationship Manager, you will be responsible for cultivating external relationships with centers of influence and business owners in the local community for mid to large clients. This position is responsible for developing and managing a portfolio of new and existing commercial clients and developing deposit and fee-based income relationships consistent with the Bank's strategic goals and objectives.

Key Responsibilities:

* Works with business owners, management, or designated advisors in analyzing borrowers' financial and operating strategies to recommend credit solutions that meet their immediate and long-term capital needs
* Proactively works to generate additional non-interest income through opening new deposit accounts, cash management products, merchant card services, insurance, wealth management, benefit programs and other financial services from prospects and existing customers
* Manages, maintains, and services a large loan portfolio that meets established lending requirements and maximizes profitability with acceptable risk
* Reviews customer application documentation and financial data acting as first line of quality control prior to submitting to underwriting by utilizing knowledge of credit risk process and ensures that all relevant credit operating, and compliance policies and procedures are followed
* Participates and supports appropriate community and civic events to promote goodwill and obtain new business

Requirements:

* Bachelor's Degree
* 10+ years of commercial lending sales experience

Preferred Qualifications:

* Associate Degree in Business, Accounting, or related field
* 10+ years of commercial lending sales experience

Competencies:

* Excellent verbal and written communication skills
* Working knowledge of Microsoft Office applications with the ability to learn new and existing bank software
* Highly motivated and sales oriented to promote, sell, and refer various bank and non-bank products and services
* Analytical ability to interpret financial information and determine credit worthiness of borrowers and prospects
* Knowledge of Commercial credit and underwriting policy and procedures
* Local Market knowledge and the ability to develop, retain and expand relationships with Center of Influence

Benefits:

* Medical, Dental, and Vision Insurance
* Health Savings Account
* Flexible Spending Account(s)
* Company Paid Life Insurance, Long Term Disability, and Short Term Disability
* Voluntary Offerings: Life, Critical Illness/Specified Disease, Accident, Hospital Indemnity & Personal Accident
* Tuition Reimbursement
* Employee Referral Program
* Wellness Reimbursement Program
* Star Volunteer Program
* Employee Banking and Financial Perks
* Paid Time Off (PTO)
* Company Paid Holidays

  • Rochester, New York, United States M&T Bank Full time

    Job Summary:As a Commercial Relationship Manager at M&T Bank, you will be responsible for building and maintaining strong relationships with major businesses in the community. Your primary goal will be to identify new business opportunities and cross-sell existing relationships to maximize the Department's profitability.Key Responsibilities:Service customers...


  • Rochester, New York, United States ESL Federal Credit Union Full time

    Job Summary:As a Business Banking Relationship Manager II at ESL Federal Credit Union, you will be responsible for generating new Business Banking relationships and managing a portfolio of customers. You will achieve individual sales goals and expand existing relationships through outbound sales calling efforts and networking within the business...


  • Rochester, New York, United States ESL Federal Credit Union Full time

    Job Summary:ESL Federal Credit Union is seeking a highly skilled Business Banking Relationship Manager II to join our team. As a key member of our Business Banking department, you will be responsible for generating new Business Banking relationships and managing a portfolio of customers.Key Responsibilities:Ensure Business Development and sales Objectives...


  • Rochester, New York, United States North Risk Partners Full time

    At North Risk Partners, we're dedicated to building a values-driven team culture that makes a difference every day. As a Commercial Lines Service Coordinator, you'll be part of our fast-growing #oneTEAM, serving the insurance and risk management needs of businesses and individuals across five states.Our team of over 400 employees works in over 30 locations,...


  • Rochester, New York, United States ButlerTill Full time

    Job Title: Client Relationship SpecialistAbout the Role:We are seeking a highly skilled Client Relationship Specialist to join our team at Butler/Till. As a key member of our client-facing team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their marketing needs are met, and driving business growth.Key...

  • Trust Officer

    4 weeks ago


    Rochester, New York, United States M&T Bank Full time

    Job SummaryWe are seeking a highly skilled Trust Officer to join our team at M&T Bank. As a Trust Officer, you will be responsible for the administration and fiduciary management of complex trust relationships within client relationships.Key ResponsibilitiesAdminister and manage complex trust relationships, ensuring compliance with regulatory requirements...


  • Rochester, New York, United States Gpac Full time

    Commercial Loan Officer Job DescriptionGpac is partnering with a top community bank to find an experienced Commercial Loan Officer to join their team.Key Responsibilities:Makes and services commercial loans.Interviews applicants to gather information about their business, lending needs, earnings, and creditworthiness.Approves or rejects loans within lending...


  • Rochester, New York, United States PDS Tech Commercial Full time

    Job Title: Field Service Technician Job Description: Job Overview PDS Tech Commercial is seeking an experienced Field Service Technician to join our team. As a Field Service Technician, you will be responsible for providing technical service, start-ups, installation, and repairs of air compressors, dryers, tanks, and all related compressed air...

  • Commercial Estimator

    4 weeks ago


    Rochester, New York, United States Michael Page Full time

    About the RoleMichael Page is seeking a skilled Commercial Estimator to join their team. As a key member of the construction team, you will be responsible for preparing accurate cost estimates for commercial projects.Key ResponsibilitiesReview specifications and drawings to determine the scope of work and required contents of the estimate.Participate in...


  • Rochester, New York, United States ButlerTill Full time

    Job DescriptionJob Title: Client Relationship SpecialistJob Summary: We are seeking a highly skilled Client Relationship Specialist to join our team at Butler/Till. As a Client Relationship Specialist, you will be responsible for building and maintaining strong relationships with our clients, ensuring their marketing needs are met, and driving business...


  • Rochester, New York, United States First American Financial Corporation Full time

    Job SummaryWe are seeking an experienced Commercial Title Examiner to join our team at First American Financial Corporation.Key ResponsibilitiesSearch public records and examine complex titles to determine legal condition of primarily commercial or industrial property title.Copy or summarize recorded documents which affect the condition of title to the...


  • Rochester, New York, United States First American Financial Corporation Full time

    Job SummaryWe are seeking an experienced Commercial Title Examiner to join our team at First American Financial Corporation. As a Commercial Title Examiner, you will be responsible for examining complex titles to determine the legal condition of commercial or industrial property title. You will search public records, copy or summarize recorded documents, and...


  • Rochester, New York, United States exl Full time

    Job Title: Loss Control Consultant - Commercial InsuranceCommercial insurance carriers rely on EXL as a key business partner through our Castle High Value and EXL Risk Control service offerings. We offer a variety of field inspection and risk control services to support our clients' underwriting processes.Key Responsibilities:Schedule on-site surveys and...


  • Rochester, New York, United States USI Holdings Corporation Full time

    Job Summary:We are seeking a highly motivated and experienced Sales Producer to join our team at USI Holdings Corporation. As a Sales Producer, you will be responsible for driving new business sales revenue growth of commercial business clients ($10mm and under in sales).Key Responsibilities:Achieve new business sales goals on an annualized basis based on...

  • Sales Representative

    4 weeks ago


    Rochester, New York, United States Ferguson Full time

    About the RoleFerguson is seeking a seasoned Commercial/Residential Dual Trade Outside Sales Representative to join our team. As a key member of our sales team, you will be responsible for developing and maintaining relationships with vendors and customers, while working closely with other branch associates to ensure customer satisfaction.Key...


  • Rochester, New York, United States AP Rochester Full time

    AP Rochester is seeking a highly organized and detail-oriented Administrative Assistant to support their commercial real estate operations. As a key member of the team, you will be responsible for providing administrative support to the commercial real estate team, including answering incoming calls, processing mailers and correspondence, and assisting with...

  • Project Manager

    4 weeks ago


    Rochester, New York, United States Michael Page Full time

    Job SummaryAs a Project Engineer with Michael Page, you will play a key role in the success of our clients' commercial construction projects. We are seeking a highly motivated and experienced professional to join our team as an Assistant Project Manager/Project Engineer. Key Responsibilities Completes materials take-offs and establishes cost estimates...


  • Rochester, New York, United States World Insurance Associates, LLC. Full time

    Job DescriptionWorld Insurance Associates, LLC. is seeking an experienced Commercial Lines Insurance Sales Representative to join our team. As a key member of our sales team, you will be responsible for identifying and cultivating new business opportunities, engaging in sales and marketing tactics, and leveraging our platform to bring risk management...


  • Rochester, New York, United States Chubb Full time

    Job SummaryWe are seeking a highly motivated and results-driven Commercial Insurance Underwriter to join our team at Chubb. As an Underwriter, you will be responsible for managing a renewal book of $8MIL and generating new business of approximately $2-3MIL annually.The successful candidate will be responsible for driving profitable growth with assigned...


  • Rochester, New York, United States HVAC Distributors, Inc Full time

    Account Manager Job DescriptionAt HVAC Distributors, Inc., we are seeking a highly skilled Account Manager to join our team. As an Account Manager, you will be responsible for developing and executing sales strategies to grow our customer base and increase sales revenue. Key Responsibilities:Establish and maintain strong relationships with existing customers...