Regional Commercial Relationship Manager

4 weeks ago


Erie, Pennsylvania, United States Northwest LLC Full time

The Regional Commercial Relationship Manager at Northwest LLC is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meet their financial objectives and needs.

This role involves establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities.

The Regional Commercial Relationship Manager is also responsible for managing a portfolio of relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc.

This role will focus on the Northwestern Pennsylvania market and can be based anywhere in this geography.

A hybrid work schedule is available.

Key Responsibilities:

  • Develop and expand existing commercial banking relationships
  • Prospect actively and successfully bring in new relationships to Northwest
  • Engage with product partners to discuss cross-selling opportunities and referrals
  • Achieve and exceed budget goals as assigned individually and by region
  • Participate in community and professional networking events
  • Develop meaningful Centers of Influence relationships
  • Establish and maintain an ongoing prospect list and calling schedule
  • Encourage existing clients to provide referrals and maintain personal banking at Northwest
  • Manage a commercial loan portfolio of credit and non-credit clients
  • Make loan presentations and recommendations to Credit and senior line of business managers
  • Partner with credit and portfolio management to ensure annual reviews and line of credit renewals
  • Ensure non-credit clients have appropriate treasury management and risk ratings
  • Collect on delinquent accounts as required
  • Analyze financial statements and credit material to assess risk
  • Complete loan closings in partnership with Portfolio Management
  • Ensure all credit files include current financial statements and agency reports
  • Participate in sales, product, and credit training
  • Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
  • Navigate Microsoft Office Software and department-specific software
  • Work as part of a team and with on-site equipment
  • Complete special projects as assigned

Requirements:

  • Bachelor's Degree in Business, Accounting, Finance, Economics, or Marketing preferred
  • 8 years of account relationship management experience preferred
  • Experience consistently delivering strong sales performance
  • Comprehensive knowledge of C & I lending, loan servicing, and credit and non-credit products
  • Strong negotiating skills in terms of loan structure and pricing
  • Knowledge and understanding of risk management
  • Excellent verbal, written, and interpersonal communication skills


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