Senior Commercial Loan Relationship Manager - Milwaukee, United States - First American Bank

First American Bank Milwaukee, United States

3 weeks ago

Description

Job Description:

First American Bank was founded in Chicago, and over the years has expanded throughout Wisconsin and Florida. As the largest privately held bank in Illinois, we now have over 60 locations and assets of $5+ billion. We are a community bank at heart with international expertise, traditional values, and a forward-looking philosophy. Our employees have the experience and vision to meet the needs of savers, borrowers, and businesses in the 21st century. First American Bank can offer employees a level of visibility, career growth, and stability that is difficult to find in many larger corporations.

This position is responsible for managing, retaining, and expanding a portfolio of commercial clients in an assigned market with primary emphasis on growing client relationships and sales of First American Bank (FAB) products. Upon successful onboarding of new business relationships, the Senior Commercial Loan Relationship Manager will be responsible for all aspects of credit management, including measuring risk through regular financial analysis, meetings to assess financial condition, as well as retention and sales. A thorough understanding of all aspects of the loan transaction is expected including the ability to make decisions on credit approval, loan pricing, collateral decisions, and structure. The Senior Commercial Loan Relationship Manager will be given a defined authority for loan approval and shall have the authority to deny any loan.

DUTIES & RESPONSIBILITIES:

SALES:

Identify and generate new Commercial Banking, Private, and Wealth Management client relationships through sales calls, referrals and networking.
Maintain and expand relationships with professional firms in the regional market, including: Accountants, Lawyers, Private Equity, and Investment Banking Sponsors to introduce and sell FAB products and services.

PORTFOLIO MANAGEMENT:

Support a portfolio, as assigned, to retain and expand the client relationships through regular contact and responsive service.

OTHER:

Collaborate and build relationships with other lines of business to increase market share of all First American Bank products and services.
Works closely with Relationship Managers and Associates, as requested, to insure their satisfactory performance and career progression.
Conduct and complete additional assignments/projects as designated by management.

QUALIFICATIONS:

Bachelor's degree, finance, or accounting preferred. High school diploma or equivalent required.
Ten years in the Commercial Loan Department.
Must be professional, comfortable speaking with external and internal contacts with a demonstrated ability to tailor the message appropriately to the audience and situation effectively.
Demonstrated ability to convey thoughts and ideas effectively and succinctly via written formats, including emails, letters, and electronic platforms. Maintain professional standards relating to spelling and grammar.
Maintain credibility through professional demeanor, appearance, and presence by modeling standards appropriate to our environment and industry.
Maintain good working relationships with internal partners by exhibiting exemplary interpersonal skills, adopting a constructive, solutions-focused approach.
Use sound professional judgment to balance the interests of the organization and customer, understanding and using available resources to mitigate risks.
Proficiency with Microsoft 365 products and applications, including the ability to effectively prepare or review documents, procedures, and reports.
Demonstrated ability to learn new systems and applications, as well as the ability to understand, adapt and adjust responsibilities/workflows as a result of system upgrades.
This position requires regular travel to corporate facilities and Bank locations throughout the Chicagoland and/or Wisconsin branch network.
Occasional out-of-state travel may be required.
Typical schedule is Monday through Friday 8:00 a.m. to 5:00 p.m. Additional hours may be required depending upon business need.
Punctuality is required to maintain First American Banks customer service standards.

Relationship Manager

1 week ago

U.S. Bank National Association Milwaukee, United States

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
Global Fund Services Relationship Manager

4 days ago

U.S. Bank National Association Milwaukee, United States

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
Relationship Manager

3 weeks ago

U.S. Bank Milwaukee, United States Full time

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
Relationship Manager

1 week ago

Gpac Milwaukee, United States Full time

A Long-standing, reputable name in the banking industry, is seeking a Relationship Manager. · This bank prides itself on its strong ties in the community, top credit culture, and strategic growth, year over year This individual implements all aspects of lending services offered, ...
Business Banking Relationship Manager

3 weeks ago

U.S. Bank National Association Brown Deer, United States

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
Commercial Relationship Manager

4 days ago

Fifth Third Milwaukee, United States

Responsible for profitable business development as well as monitoring the quality of an extensive existing portfolio of companies with annual gross sales of at least $10 million with more emphasis on customers with higher revenues least $20 m Relationship Manager, Relationship, ...
Commercial Relationship Manager

3 weeks ago

Fifth Third Milwaukee, United States

Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Responsible for profitable business development as well as monitoring the quality of ...
Relationship Manager I

1 week ago

PNC Milwaukee, United States

Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our emp ...
Commercial Relationship Manager

6 days ago

Fifth Third Bank, N.A. Milwaukee, United States

Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Responsible for profitable business development as well as monitoring the quality of ...
Retirement Relationship Manager

3 weeks ago

HUB International Milwaukee, United States

Retirement Relationship Manager The Relationship Manager will serve as the secondary contact for a specified block of retirement plans and is accountable for the overall deliverable to clients. In conjunction with the lead advisor, this role will provide service to our existing c ...
Sr. Relationship Manager

4 weeks ago

Bank of America Milwaukee, United States OTHER

Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
Business Banking Relationship Manager

3 weeks ago

Associated Banc-Corp Milwaukee, United States

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the ...
Business Banking Relationship Manager

2 weeks ago

Associated Banc-Corp Milwaukee, United States

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the ...
Business Banking Relationship Manager

3 weeks ago

U.S. Bank Milwaukee, United States

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each ...
Business Banking Relationship Manager

3 weeks ago

Associated Banc-Corp Milwaukee, United States

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the ...
Business Banking Relationship Manager

4 weeks ago

The Judge Group Milwaukee, United States

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the ...
M365 Customer Relationship Manager

2 weeks ago

Experis Milwaukee, United States

FastTrack Lite Manager - Japanese & English Language · Team: FastTrack Lite (Self Service Team) · Location: REMOTE Position · (Managed Service) · Duration: · Long term contract that can be renew on a yearly basis. · Must be fluent in Japanese & English · Looking for a · technical ...
Client Relationship Delivery Manager I

3 weeks ago

FIS - Fidelity Information Services Milwaukee, United States

The role of the Technical Account Manager (TAM) are as follows: Be the technical single point of contact for client bank for FIS service delivery and problem management. Provide technical representation for client bank during production outages withi Client Relations, Relationshi ...
Development and Marketing Manager

3 weeks ago

Serving Older Adults of Southeast Wisconsin, Inc. Milwaukee, United States

Job Summary: The Development and Marketing Manager _oversees the development and implementation of Serving Older Adults' (SOA's) fund development strategy and manages strategic relationships and alliances that support the organization's mission and goals. _ · - SOA's mission is t ...
Associate Portfolio Executive

3 weeks ago

C.H. Robinson Milwaukee, United States

Join us as an **Associate Portfolio Executive** and begin learning and building your customer portfolio as part of an accelerated training track, ensuring service delivery aligns with customer commitments. As a brand ambassador, you'll drive positive customer experiences while ex ...