Commercial Banking Relationship Manager III

Tompkins Financial
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: bachelorsSkills: ["Sales skills","Expectation management","Verbal communication","Written communication","Organizational skills"]

Manage and grow commercial customer relationships within the company’s commercial lending sales/service function. Establish annual quantitative sales objectives, solicit new business, and report performance against goals using the company’s sales systems. Provide direct service for deposit, loan, and related products, including evaluating loan applications within lending authority. Oversee portfolio quality through early identification and monitoring of problem credit while ensuring compliance with CRA, FDICIA, and lending policies.

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Tompkins Financial
Tompkins Financial
3 days ago

Commercial Banking Relationship Manager III

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Source: Company careers pageValidated by: Fursa AI
Last checked: 2 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Manage and grow commercial customer relationships within the company’s commercial lending sales/service function. Establish annual quantitative sales objectives, solicit new business, and report performance against goals using the company’s sales systems. Provide direct service for deposit, loan, and related products, including evaluating loan applications within lending authority. Oversee portfolio quality through early identification and monitoring of problem credit while ensuring compliance with CRA, FDICIA, and lending policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Jointly establish annual quantitative sales objectives and monitor individual sales performance versus goals using company sales systems.
  • •Solicit new business from current and prospective customers and provide timely sales information for monthly and year-to-date performance reporting.
  • •Maintain knowledge of commercial credit products to assess customer needs and sell based on those needs.
  • •Provide direct service to commercial customers for deposit, loan, and other products; approve or reject loan applications within individual lending authority.
  • •Detect, report, and monitor problem credit and maintain responsibility for the quality of the loan portfolio while adhering to CRA, FDICIA, and compliance procedures.

Pay and Benefits

Perks:Health InsuranceDentalVision401kProfit SharingPaid LeaveFree ParkingEmployee Referrals

Key Requirements

  • •Bachelor’s degree required; Master’s degree desirable.
  • •7 years of experience in complex commercial real estate lending and/or commercial & industrial loans management in a financial institution.
  • •Formal credit experience is required.
  • •Strong sales skills and expectation management skills.
  • •Excellent verbal and written communication skills, with strong organizational accuracy and attention to detail.
Experience:Commercial real estate lendingCommercial & industrial lendingFinancial institution
Education:Bachelor's
Skills:Sales skillsExpectation managementVerbal communicationWritten communicationOrganizational skills
Languages:English

Company Brief

Tompkins Financial
Financial services holding company offering commercial and retail banking, wealth management, insurance, and employee benefits solutions through its subsidiary brands. Primarily serves individuals, businesses, and institutions across upstate New York and neighboring markets.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 250M to 500M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Ithaca, United States
Founded: 1836
WebsiteLinkedIn