Onsite Associate Commercial Relationship Manager

Posted 2 hours ago

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About the role

  • Associate Commercial Relationship Manager supporting senior bankers and managing client relationships. Drive business development in commercial banking while achieving financial targets.

Responsibilities

  • Achieves individual annual production and growth goals for loan, deposits, and fees to ensure the bank meets its overall financial targets and conforms to credit terms.
  • Initiates and develops new business through outside business development activities.
  • Ensures ongoing contact with new clients to enhance client’s experience with First Interstate Bank.
  • Develops a comprehensive understanding of the client’s needs based on the review and analysis of personal bank business financial data.
  • Uses internal customer sourcing software to generate leads, track activities and make referrals to requisite business partners and bankers.
  • Actively participates in community organizations to source business development opportunities.
  • Builds client and prospect referral pipeline via identification and development of internal and external center of influence.
  • Develops and maintains an in-depth knowledge of products and services as well as knowledge of competitors and competitive products.
  • Proactively promotes bank products and services and keeps clients informed of all financial solutions First Interstate Bank offers to meet their needs.
  • Assembles cross-functional team to respond to customer requests when not able to address requests personally.
  • Works on complex problems requiring in-depth evaluation of client information in conjunction with Commercial Relationship Manager II and Senior Commercial Relationship Manager.
  • Maintains follow up on existing loans to ensure compliance with internal procedures and other required terms.
  • Research and studies industrial, commercial, economic, and financial situations relevant to existing and new business.
  • Actively engages, demonstrates and fosters the First Interstate Bank Mission, Vision, and Values by executing the Service Commitments.
  • Maintains compliance with all bank regulations for assigned job function and applies to designated job responsibilities.

Requirements

  • Bachelor's Degree in Business, Finance, or related field required
  • 1-3 years experience in credit analysis and commercial underwriting, or an equivalent combination of education and experience required.
  • Experience in accounting, financial statement analysis, and cash flow analysis consistent with job responsibilities.
  • Knowledge of commercial lending policies, procedures, practices, and documentation.
  • Excellent written and verbal communication skills, including strong presentation abilities.
  • Proficiency in Microsoft Word, Excel, and Outlook; PowerPoint experience is beneficial.
  • Demonstrates initiative and sound judgment.
  • Ability to prioritize tasks and remain adaptable under pressure.
  • Ability to read, analyze, and interpret financial reports and legal documents.
  • Ability to respond effectively to common inquiries or complaints from customers, regulatory agencies, or members of the business community.
  • Ability to work with mathematical concepts such as probability and statistical inference.
  • Ability to define problems, collect data, establish facts, and draw valid conclusions.
  • Ability to interpret a wide variety of technical instructions presented in mathematical or diagram form.

Benefits

  • Generous Paid Time Off (PTO) in addition to paid federal holidays.
  • Student debt employer repayment program.
  • 401(k) retirement plan with a 6% match.

Job title

Associate Commercial Relationship Manager

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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