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Commercial Banking Relationship Manager III
Northwest BankCommercial banking relationship manager advising business clients and managing commercial loan portfolios for Northwest Bank. Generating relationships, evaluating credit risk, and delivering banking solutions across Lancaster County.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in commercial banking solutions, relationship management, and financial analysis, with a strong focus on achieving sales performance and compliance with regulations. Proficient in managing loan portfolios and collaborating with cross-functional teams to drive business growth.
Highest-signal resume keywords
Commercial Lending KnowledgeFinancial Statement AnalysisAccount Relationship ManagementSales PerformanceRegulatory Compliance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisLoan PresentationsRisk ManagementCredit Quality AssessmentPortfolio Management
Soft Skills
Client Relationship BuildingTeam CollaborationNetworking
Tools & Technologies
Microsoft OfficeDepartment SoftwareComputer Applications
Industry Keywords
Commercial BankingTreasury ManagementSales GoalsCenters of InfluenceDelinquent Account Collection
About the role
Key responsibilities & impact- Serve as a trusted business advisor to commercial banking clients and provide banking solutions aligned with their financial objectives
- Develop and expand existing commercial banking relationships
- Prospect for and bring in new relationships to Northwest
- Engage product partners on cross-selling and referral opportunities
- Achieve and exceed assigned individual and regional budget goals
- Participate in community and professional networking events
- Establish and maintain Centers of Influence relationships
- Maintain prospect lists and calling and meeting schedules for prospects, clients, and COIs
- Encourage client referrals and personal banking relationships at Northwest
- Manage a commercial loan portfolio of credit and noncredit clients
- Make loan presentations and recommendations to Credit, team leaders, and senior line-of-business managers
- Partner with Credit and Portfolio Management on annual reviews and line-of-credit renewals
- Ensure noncredit clients have appropriate treasury management and related commercial services
- Collect on delinquent accounts as required
- Analyze financial statements and credit materials to monitor client performance and assess risk
- Complete loan closings with Portfolio Management
- Maintain current financial statements, agency reports, and other credit-file documentation
- Participate in sales, product, and credit training
- Ensure compliance with Northwest policies, procedures, and federal/state regulations
- Use Microsoft Office, department software, and computer applications efficiently
- Work as part of a team and complete special projects as assigned
Requirements
What you’ll need- Bachelor's degree in Business, Accounting, Finance, Economics, or Marketing preferred
- 6–8 years of account relationship management experience preferred
- 6–8 years of consistently delivering strong sales performance preferred
- Ability to analyze financial statements and related credit materials
- Knowledge of commercial lending, credit quality, risk management, and loan portfolios
- Ability to make loan presentations and recommendations
- Ability to use Microsoft Office and department-specific computer applications
- Ability to comply with bank policies, procedures, and federal/state regulations
- Ability to work with on-site equipment
- Ability to work as part of a team
Benefits
Comp & perks- Competitive compensation
- Benefits
- Professional development opportunities
- Regularly celebrating wins
- Inclusive work environment