About This Job
The main purpose of this job is to be involved in both the comprehensive management of existing commercial relationships as well as solicit new business opportunities with assigned customers and targeted prospects.
Although it can vary by market, targeted companies generally include those with annual sales of $50MM and over.
Essential Functions
Coordinate with assigned customers and targeted prospects with the objective to acquire new business
Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention
Coordinate with product partners to cross-sell a full range of products and services
Critically review and analyze portfolio to reduce risk and enhance profitability
Facilitate credit requests, including loan structuring, negotiating / pricing, collateral, ensuring adequate loan documentation, and analyzing industry / credit risk
Facilitate the resolution of customer problems, engaging product experts as needed
Participate in community and business functions / groups to ensure a positive image for the bank and to establish referral contacts within the marketplace
Ensure compliance with all bank policies, procedures, regulations, and laws
Manage a portfolio of commercial relationships with some or all of the following characteristics :
Average loan portfolio O / S of $100MM to $150MM
Average deposit portfolio of $50MM to $100MM
Annual contribution of $750M to $1.5MM
Knowledge, Skills & Abilities Required
Strong knowledge of full range of commercial products, credit policies, procedures, and terminology
Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria; ongoing employment may be contingent upon meeting all driving requirements
Strong time management skills, with ability to appropriately prioritize calling activities and strategies
Goal oriented with well-developed sales skills
Strong strategic, analytical, and problem-solving skills
Ability to mentor and provide leadership to junior roles
Experienced at structuring complex credit requests
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Basic proficiency with Microsoft Word, Excel and Outlook
Education & Experience
Bachelor’s degree in Business Administration, or equivalent combination of education and experience required
8+ years of commercial banking experience required
Level of role is determined by knowledge, experience, skills, abilities, and education.
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