Commercial Banking Relationship Manager- Central NY

Tompkins Financial
United States
Workplace: OnsiteFull timeUSD 120,000 - 155,000 annuallyFunction: Customer Success & Account ManagementExperience: 7+ yearsEducation: bachelorsSkills: ["Sales skills","Expectation management","Communication","Organizational skills","Accuracy","Attention to detail","Time management","Confidentiality"]

Own and grow a profitable commercial loan portfolio for existing and prospective customers by setting annual sales objectives, soliciting new business, and monitoring performance against targets. Provide direct relationship service across deposits and lending products, apply lending authority, and coordinate with internal departments for specialized needs. Manage loan documentation and problem credit detection, while supporting CRA, FDICIA, and compliance requirements and producing sales reporting.

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Tompkins Financial
Tompkins Financial
1 year ago

Commercial Banking Relationship Manager- Central NY

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Last checked: 17 hours agoStatus: Live

Job Summary

Own and grow a profitable commercial loan portfolio for existing and prospective customers by setting annual sales objectives, soliciting new business, and monitoring performance against targets. Provide direct relationship service across deposits and lending products, apply lending authority, and coordinate with internal departments for specialized needs. Manage loan documentation and problem credit detection, while supporting CRA, FDICIA, and compliance requirements and producing sales reporting.
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 expertise in commercial credit products and services to identify customer needs and pursue cross-selling opportunities.
  • •Provide direct customer service for deposit, loan, and related products; approve or reject loan applications within lending authority.
  • •Detect, report, and monitor problem credit; maintain quality of the loan portfolio and ensure policy/conformance compliance.

Pay and Benefits

Salary: USD 120,000 - 155,000 annually
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 with expectation management.
  • •Excellent verbal and written communication skills, with ability to use technology proficiently.
Experience:7+ yearsCommercial real estate lendingCommercial and industrial lendingFinancial services
Education:Bachelor's
Skills:Sales skillsExpectation managementCommunicationOrganizational skillsAccuracyAttention to detailTime managementConfidentiality

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