Commercial Relationship Manager

The Commercial Relationship Manager is responsible for developing, originating, and monitoring commercial relationships.

Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Develop loans, maintain loan portfolio, collect delinquent loans, service their client base, collect customer data and provide information as requested for Market Executive, Lending/Credit Administration and/or Regional President.
2. Prepares documentation and supporting information for credit decision recommendations and works with the credit department and loan portfolio specialists to prepare credit memos in nCino.
3. Responsible to resolve all outstanding documentation and loan expectations.
4. Achieve loan, deposit, and referral goals as defined in incentive compensation plan.
5. Reports pertinent information to immediate supervisor as required; compiles information necessary or as directed and provides data to appropriate Bank personnel.
6. This role is expected to actively participate in community events and maintain a membership(s) in local, non-profit organizations (preferably in an executive/board role).
7. Responds to inquiries or requests from other personnel, customers etc., within given time frames and within established procedure.
8. Performs self-evaluation paperwork on or before the due date on an annual basis.
9. Performs any duties assigned by the Market Executive/Regional President relating to the Bank and its functions
10. Demonstrates compliance awareness by completing all required regulatory and compliance training (e.g., BSA, CRA, ECOA) on or before deadlines, and actively supporting all policies, procedures, and practices that promote risk management, safety, and regulatory adherence.
11. Demonstrating values and principles
12. Self-evaluation in a timely manner
13. All other duties as assigned

Competencies

• Detail oriented
• Well organized

Position Type/Expected Hours of Work
This is a full-time position, Monday-Friday.

Required Education and Experience

• Degree in finance, accounting, or other related business field, or a comparable level of experience and education.

Preferred Skills and Qualifications

• Experience and knowledge of lending/loan origination or five or more years of banking experience.
• Ability to maintain confidentiality and adhere to the Bank's privacy policies.
• Proficiency with computers and Microsoft software.
• Ability to multi-task and produce results.
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Excellent interpersonal and customer service skills.
• Business and financial acumen, including financial analysis skills and the ability to read tax statements and financial statements.
• Ability to work effectively with employees and departments across the company to manage internal and external customer relationships.

Additional Eligibility Qualifications

• Federal NMLS License may be required for this role following company training and if business need exists

Compensation:

• The pay range for this position is $120,600.00 - $164,300.00 annually.
• Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.