Commercial Banking Relationship Manager III

Tompkins Financial
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 7+ yearsEducation: bachelorsSkills: ["Sales skills","Expectation management","Verbal communication","Written communication","Organizational skills"]

Manage and grow a portfolio of commercial lending customers by providing direct service across deposits, loans, and related products. Establish annual quantitative sales objectives, solicit new business, and track performance monthly through the company’s sales information system. Maintain deep knowledge of commercial credit offerings, ensure credit quality by detecting and monitoring problem credit, and support marketing, policy conformance, training, and required reporting while adhering to CRA and FDICIA compliance.

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Tompkins Financial
Tompkins Financial
2 days ago

Commercial Banking Relationship Manager III

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Last checked: 11 hours agoStatus: Live

Job Summary

Manage and grow a portfolio of commercial lending customers by providing direct service across deposits, loans, and related products. Establish annual quantitative sales objectives, solicit new business, and track performance monthly through the company’s sales information system. Maintain deep knowledge of commercial credit offerings, ensure credit quality by detecting and monitoring problem credit, and support marketing, policy conformance, training, and required reporting while adhering to CRA and FDICIA compliance.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Establish annual quantitative sales objectives and solicit new business from present and prospective customers.
  • •Provide timely sales information for monthly and year-to-date sales performance reporting and monitor performance versus objectives.
  • •Maintain knowledge of commercial credit products and services to identify customer needs and drive cross-selling.
  • •Provide direct service to commercial customers and approve or reject loan applications within individual lending authority, as applicable.
  • •Detect, report, and monitor problem credit and maintain the quality of the loan portfolio.

Pay and Benefits

Perks:MedicalDentalVision401kProfit SharingPaid LeavePaid HolidaysFree 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 loan management in a financial institution.
  • •Formal credit experience required.
  • •Strong sales and expectation management skills.
  • •Excellent verbal and written communication skills; ability to use current technology proficiently.
Experience:7+ yearsCommercial real estate lendingCommercial and industrial lendingFinancial services
Education:Bachelor's
Skills:Sales skillsExpectation managementVerbal communicationWritten communicationOrganizational skills

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