Managing Director, Commercial Banking

Fortis Private Bank
Fortis PB Utah, Midvale, UT, US
Full-time
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Managing Director, Commercial Banking

Salt Lake City, UT

Position Summary

The Managing Director, Commercial Banking develops relationships with clients by providing world-class service levels and expertise.

They are responsible for providing commercial lending solutions to clients in partnership with Portfolio Managers, Credit Administrators and Credit Analysts.

This includes their responsibility for the creation and execution of a business plan and meeting or exceeding production goals.

Responsibilities

  • Calling on, identifying and developing relationships with clients should be the first priority and encompass up to 80% of their workload, with the goal of managing their commercial lending needs and creating long-term client relationships for the Bank.
  • Ensure minimum lending production standards are being met or exceeded per the expectations of the Bank’s policies and production goals.
  • Prepare Pre-Flight Memos and obtain borrower financials in partnership with Portfolio Managers and Credit Analysts.
  • Partner closely with Portfolio Managers and Credit Administrators to ensure a best-in-class Commercial Lending and Closing process for our clients.
  • Oversee the financial activities of all clients, proactively advising and consulting on the Bank’s products and services in partnership with the Treasury Management.
  • Closely monitor the performance of individual portfolio, ensuring that credits are both meeting client’s needs and remaining profitable for the Bank.
  • Assist Portfolio Managers with third and subsequent documentation request from clients.
  • Remain well informed of market conditions and conduct research to determine opportunities to meet revenue goals.
  • Stay current with market updates and financial news.
  • Comply with and maintain knowledge of appropriate legislation and regulations affecting banking and customer interaction to ensure that all transactions are legal.

Minimum Qualifications

  • Bachelor’s Degree required.
  • 7+ years of sales and client management experience with extensive knowledge of Commercial Banking and Lending products.
  • Experience in understanding the financial needs of commercial clients.
  • Exceptional business development and marketing skills.
  • Knowledge of financial statements and credit policies preferred.
  • Strong written and verbal communication skills required.
  • Strong organizational time management skills, problem solving skills, and the ability to quickly grasp concepts and processes with limited guidance from management.
  • Must be able to work in a team environment with the ability to interact well, and in a positive manner, with co-workers and management.

ABOUT FORTIS

Fortis Bancorp is the $1.3 billion bank holding company for Fortis Bank. Fortis Bank is a full-service bank that provides loans, deposits, and cash management services to businesses and their principals, with branch locations in Colorado and Utah.

More information about Fortis Bank is available at .

At Fortis Bank, we take great pride in being a commercial banking partner for our clients. Our people enjoy being empowered with the ability to make a tangible impact in a progressive and less bureaucratic work culture that can often be a struggle for larger institutions.

We strongly believe in hiring people greater than ourselves and we recognize, reward, and develop those individuals who make an outsized impact to the business.

Each of our hand-selected and exceptionally talented teammates contribute to the heart of our company culture that combines banking expertise and personalized services to create an unparalleled level of client experience.

Fortis is

Join a team where your expertise and passion can make a meaningful impact. Learn more today at .

30+ days ago
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