Commercial Relationship Manager III

1 month ago


Great Falls, Montana, United States First Interstate Full time
About the Role

We are seeking a highly skilled Commercial Relationship Manager III to join our team at First Interstate Bank. In this role, you will be responsible for managing a portfolio of complex clients and establishing trusted advisor relationships based on knowledgeable advice aligned with clients' business objectives and lifecycle.

Key Responsibilities
  • Achieve individual annual production and growth goals for loan, deposits, and fees to ensure the bank meets its overall financial targets and conforms to credit terms.
  • Initiate and develop new business through outside business development activities, ensuring ongoing contact with new clients to enhance their experience with First Interstate Bank.
  • Develop a comprehensive understanding of clients' needs based on review and analysis of personal bank business financial data gathered through relationship reviews and personal meetings.
  • Actively participate in community organizations to source business development opportunities and demonstrate First Interstate Bank's commitment to the communities we serve.
  • Build client referral pipelines via identification and development of internal and external centers of influence.
  • Develop and maintain in-depth knowledge of products and services, as well as knowledge of competitors and competitive products, to proactively promote bank products and services and keep clients informed of financial solutions First Interstate Bank offers to meet their needs.
  • Assemble cross-functional teams to quickly respond to customer requests when not able to address requests personally, knowing when and how to bring in teams of experts and identify cross-sell opportunities.
  • Analyze credit to determine clients' ability to qualify for borrowing requirements, assuming ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring, and portfolio management activities.
  • Maintain follow-up on existing loans to ensure compliance with internal procedures and other required terms.
  • Research and study industrial, commercial, economic, and financial situations relating to existing and new business.
  • Maintain compliance with all bank regulations for assigned job functions and apply to designated job responsibilities, including keeping up to date on regulation changes and following all Bank policies and procedures, compliance regulations, and completes all required annual training.
Requirements
  • Bachelor's Degree in Business, Finance, or equivalent required.
  • 10+ years in commercial lending or commercial credit underwriting; or the equivalent combination of education and experience.
  • Has completed Credit Analyst training; experience with asset-based lending, capital structure finance, and trade finance required.
What We Offer

We offer a competitive compensation and benefits package, including generous paid time off, student debt employer repayment program, 401(k) retirement plan with a 6% match, and more. We encourage you to apply and tell us why your work ethic and willingness to learn make you a natural fit for #TeamFirstInterstate.



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