CRE Relationship Manager

4 weeks ago

Pittsburgh, United States Northwest Bank Full time

The CRE Relationship Manager 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 also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The CRE 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, and meaningful “Centers of Influence” 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
• 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 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 + Experience
• Bachelor's Degree in Business, Accounting, Finance, Economics, or Marketing
• 6 - 8 years of account relationship management experience 
• Experience consistently delivering strong sales performance 
• Comprehensive knowledge and understanding of commercial real estate lending, loan servicing, and credit and non-credit products
• Strong negotiating skills in terms loan structure and pricing
• Knowledge and understanding of risk management
• Excellent verbal, written, and interpersonal communication skills
• Ability to multitask and effectively prioritize responsibilities,

#LI-EK1

  • CRE Relationship Manager

    2 weeks ago

    Pittsburgh, United States Northwest Bank Full time

    Description The CRE Relationship Manager 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 also establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The...

  • CRE Loan Administrator

    7 days ago

    Pittsburgh, United States TriState Capital Holdings, Inc. Full time

    CRE Loan Administrator Department: Loan Operations Location: Pittsburgh, PA The Commercial Real Estate (CRE) Loan Administrator provides ongoing administration and maintenance of an assigned portfolio of commercial real estate and/or swap loans post-closing. Primary Functions of the Position: * Reviews, closes, and processes modifications/extensions,...

  • CRE Loan Administrator

    6 days ago

    Pittsburgh, United States Tristate Capital Holdings, Inc. Full time

    CRE Loan Administrator Department: Loan Operations Location: Pittsburgh, PA The Commercial Real Estate (CRE) Loan Administrator provides ongoing administration and maintenance of an assigned portfolio of commercial real estate and/or swap loans post-closing. Primary Functions of the Position: * Reviews, closes, and processes modifications/extensions,...

  • CRE Loan Administrator

    3 weeks ago

    Pittsburgh, United States Raymond James Full time

    TriState Capital Bank is an independent chartered bank subsidiary of Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and high-net-worth (HNW) clients. Job Summary: The Commercial Real Estate (CRE) Loan...

  • CRE Loan Administrator

    3 weeks ago

    Pittsburgh, United States Raymond James Financial Incorporated Full time

    TriState Capital Bank is an independent chartered bank subsidiary of Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and high-net-worth (HNW) clients. Job Summary: The Commercial Real Estate (CRE) Loan...

  • Community Relationship Manager

    1 month ago

    Pittsburgh, United States Oak Street Health Full time

    Description Company: Oak Street Health Title: Community Relationship Manager Location: Varies Role Description Community Relationship Managers (CRMs) are an integral part of our broader Outreach team, which is responsible for engaging adults on Medicare in the community to help drive new patient growth. Building relationships with community leaders to...

  • Regional Commercial Relationship Manager

    3 weeks ago

    Pittsburgh, United States Northwest LLC Full time

    The Regional Commercial Relationship Manager 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...

  • Business Banking Relationship Manager I

    3 days ago

    Pittsburgh, United States Citizens Full time

    Description Citizens is seeking a motivated, highly successful, proven Relationship Manager with experience in moderately to less complex portfolios, and a strong grasp of sales and credit skills. This senior level performer will have an immediate impact. We reward you with an uncapped incentive opportunity and the ability to grow your career with a world...

  • Business Banking Relationship Manager I

    6 days ago

    Pittsburgh, United States Citizens Financial Group, Inc. Full time

    Job Description Job ID 30781 Full/Part Time Full Time Shift 1ST Posting Start Date 05/21/2024 Posting End Date 06/18/2024 Description Citizens is seeking a motivated, highly successful, proven Relationship Manager with experience in moderately to less complex portfolios, and a strong grasp of sales and credit skills. This senior level performer will have an...

  • Relationship Banker

    2 days ago

    Pittsburgh, United States tapwage Full time

    Primary Office Location: 1114 E. Carson Street. Pittsburgh, Pennsylvania. 15203. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected to develop proficiency of basic consumer banking transactions,...

  • Relationship Banker

    23 hours ago

    Pittsburgh, Pennsylvania, United States tapwage Full time

    Primary Office Location:1114 E. Carson Street. Pittsburgh, Pennsylvania Join our team. Make a difference - for us and for your future.Position Title: Relationship BankerBusiness Unit: RetailReports to: Varies Based on AssignmentPosition Overview:This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and...

  • Client Relationship Director

    7 days ago

    Pittsburgh, United States Kforce Inc Full time

    Kforce is an award-winning professional staffing and solutions firm that provides strategic partnership in the areas of Technology and Finance & Accounting. Our name stands for KnowledgeForce® which describes the experience we've gained since 1962 and the 35,000 highly skilled professionals we engage annually. Each year, our network of over 60 offices and...

  • Client Relationship Director

    1 week ago

    Pittsburgh, United States Kforce Inc Full time

    Kforce is an award-winning professional staffing and solutions firm that provides strategic partnership in the areas of Technology and Finance & Accounting. Our name stands for KnowledgeForce® which describes the experience we've gained since 1962 and the 35,000 highly skilled professionals we engage annually. Each year, our network of over 60 offices and...

  • Floating Relationship Banker

    2 weeks ago

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

    Primary Office Location: 100 Federal Street. Pittsburgh, Pennsylvania. 15212. Join our team. Make a difference - for us and for your future. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected to develop proficiency of basic consumer banking transactions,...

  • IT Business Relationship Manager Water Solutions and Services Growth and Innovation

    1 week ago

    Pittsburgh, Pennsylvania, United States XYLEM WATER SOLUTIONS INDIA PVT. LTD Full time

    Apply for IT Business Relationship Manager, Water Solutions And Services, Growth And Innovation, Career Progress Consultants in Pittsburgh for 5 - 9 Year of Experience on

  • IT Business Relationship Manager Water Solutions and Services Growth and Innovation

    6 days ago

    Pittsburgh, United States XYLEM WATER SOLUTIONS INDIA PVT. LTD Full time

    Apply for IT Business Relationship Manager, Water Solutions And Services, Growth And Innovation, Career Progress Consultants in Pittsburgh for 5 - 9 Year of Experience on TimesJobs.com.

  • IT Business Relationship Manager, Water Solutions and Services, Growth and Innovation

    2 weeks ago

    Pittsburgh, United States Xylem Full time

    We’re Hiring for an IT Business Relationship Manager to join our Water Solutions and Services, Growth and Innovation team! If you are excited and passionate about helping #LetsSolveWater, consider joining our team today! Xylem, Inc.  is a leading global water technology company servicing more than 150 countries and is dedicated to solving the world’s...

  • Relationship Advisor Trust Services

    2 weeks ago

    Pittsburgh, United States First National Bank 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: Relationship Advisor 2 - Trust Services Group Business Unit: WM - FNTC Reports to: Varies Based on Assignment Position Overview: This position is primarily responsible for providing the highest...

  • Associate Director, REMS

    7 days ago

    Pittsburgh, United States Avison Young Full time

    Our Story Avison Young is a global commercial real estate brokerage and advisory firm, offering transaction, management, financial and consulting services. We've designed our corporate structure to best serve our clients by enhancing collaboration across our organization. At Avison Young, we are committed to providing a comprehensive suite of commercial...

  • Associate Director, REMS

    7 days ago

    Pittsburgh, United States Avison Young Full time

    Our Story: Avison Young is a global commercial real estate brokerage and advisory firm, offering transaction, management, financial and consulting services. Weve designed our corporate structure to best serve our clients by enhancing collaboration across our organization. At Avison Young, we are committed to providing a comprehensive suite of commercial...