Commercial Relationship Manager III
Job Category : Commercial
Requisition Number : COMME008862
Full-Time
Hybrid
Salary Range : $103,046 USD to $171,947 USD
Location : Frederick, MD 21701, USA
Job Details
Position Accountabilities
Work closely with internal partners to develop new business relationships and retain existing customer relationships.
Develop and maintain a quality loan portfolio with an emphasis on companies with revenues between $10 - $60 million, obtaining deposits and cross-selling other bank products and services.
Prepare correspondence, commitment letters, loan memorandums, and associated documents as required.
Monitor loan portfolio and maintain updated financial information.
Expand existing knowledge base of commercial and other products and services, including loan policy, documentation, structuring, and regulatory requirements.
Ensure the portfolio administration and risk management of each client relationship is in compliance with established credit policy, procedure, and business strategy as well as commercial and regulatory guidelines.
Identify and capitalize on cross-sell opportunities and make appropriate referrals.
Execute a call program to acquire, retain, and expand customer relationships.
Maintain pipeline of existing relationships and new prospects.
Collect and maintain financial information on borrowers and interact with customers to ensure that all banking needs are being met.
Assist in mentoring teammates, including credit analysis, financial spreading, and underwriting.
Provide financial advice to customers and profitably sell appropriate products and services to those prospects and clients.
Work with Treasury staff to solicit treasury services and deposit accounts.
Ensure that own work is in compliance with applicable policies, procedures, laws, regulations, and guidelines.
Participate in organizations and projects to establish referral contacts and Centers of Influence (COI) within the community.
Other duties as assigned.
Organizational Relationship
This position typically reports to a Team Leader, Group Leader, or Regional President.
Position Qualifications
Education & Experience
Knowledge & Skills
We are proud to be an EEO / AA employer, Minority / Female / Disability / Veteran. We maintain a drug-free workplace.
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program.
Commercial Relationship Manager • Frederick, MD, US