Senior Commercial Relationship Manager

First Interstate BancSystem
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 4-6 yearsEducation: bachelorsSkills: ["Communication","Presentation skills","Initiative","Judgment","Adaptability"]

Manage and grow a commercial loan portfolio by meeting production and growth targets for loans, deposits, and fees, while maintaining margin and credit quality. Develop new business through outside activities, maintain ongoing contact with clients, analyze financial data for credit qualification, and support underwriting, structuring, and portfolio management. Use customer sourcing tools to generate leads and referrals, coordinate cross-functional support when needed, and ensure compliance with bank regulations.

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FursaFursa
First Interstate BancSystem
First Interstate BancSystem
2 months ago

Senior Commercial Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Manage and grow a commercial loan portfolio by meeting production and growth targets for loans, deposits, and fees, while maintaining margin and credit quality. Develop new business through outside activities, maintain ongoing contact with clients, analyze financial data for credit qualification, and support underwriting, structuring, and portfolio management. Use customer sourcing tools to generate leads and referrals, coordinate cross-functional support when needed, and ensure compliance with bank regulations.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Achieve individual annual production and growth goals for loans, deposits, and fees to meet bank financial targets and credit terms.
  • •Initiate and develop new business through outside business development activities and community involvement.
  • •Maintain relationships with clients by reviewing financial data, meeting with clients, and delivering an enhanced client experience.
  • •Analyze credit to determine client qualification for borrowing requirements and support underwriting, structuring, and portfolio management.
  • •Ensure compliance with bank regulations, policies, required procedures, and annual training for assigned responsibilities.

Pay and Benefits

Perks:Paid Leave401kHealth InsuranceStudent Loan

Key Requirements

  • •Bachelor’s Degree in Business, Finance, or a related field (required).
  • •4-6 years of experience in commercial lending or commercial credit underwriting (or equivalent education/experience).
  • •Advanced credit analysis and commercial underwriting skills, including accounting, financial statement analysis, and cash flow analysis.
  • •Strong knowledge of commercial lending policies, procedures, practices, and documentation.
  • •Proficient communication skills and ability to analyze financial reports and legal documents.
Experience:4-6 yearsCommercial lendingCommercial credit underwritingCommercial bankingFinancial services
Education:Bachelor's in Business, Finance, or related field
Skills:CommunicationPresentation skillsInitiativeJudgmentAdaptability
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft OutlookPowerPointCustomer sourcing software

Company Brief

First Interstate BancSystem
Regional bank holding company providing consumer, business, and commercial banking services through branches across the Mountain West and Pacific Northwest. Offers deposit accounts, lending, treasury management, and wealth services.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Billings, United States
Founded: 1971
WebsiteLinkedIn