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    CRE Relationship Manager - Pittsburgh, United States - Northwest Bank

    Northwest Bank
    Northwest Bank Pittsburgh, United States

    1 week ago

    Default job background
    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 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
    • - 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
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