Commercial Relationship Manager II

First Interstate BancSystem
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 7-9 yearsEducation: bachelorsSkills: ["Communication","Presentation","Judgment","Adaptability","Prioritization"]

Manage and grow a portfolio of complex commercial clients, serving as the primary relationship manager for new and existing accounts. Drive loan, deposit, and fee production goals while developing business through outside activities. Lead credit analysis, underwriting, structuring, and portfolio management to ensure sound asset quality. Use internal sourcing tools to generate leads and referrals, participate in community organizations, and collaborate with cross-functional experts when client needs require additional support.

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FursaFursa
First Interstate BancSystem
First Interstate BancSystem
2 months ago

Commercial Relationship Manager II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Manage and grow a portfolio of complex commercial clients, serving as the primary relationship manager for new and existing accounts. Drive loan, deposit, and fee production goals while developing business through outside activities. Lead credit analysis, underwriting, structuring, and portfolio management to ensure sound asset quality. Use internal sourcing tools to generate leads and referrals, participate in community organizations, and collaborate with cross-functional experts when client needs require additional support.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Achieve annual production and growth goals for loans, deposits, and fees while meeting credit terms and financial targets.
  • •Initiate and develop new business through outside business development activities.
  • •Maintain ongoing client contact by reviewing client financial data and conducting relationship reviews and meetings.
  • •Use internal customer sourcing software to generate leads, track activities, and make referrals to business partners and bankers.
  • •Perform credit analysis and take accountability for portfolio activities, including underwriting, structuring, portfolio management, and risk assessment.

Pay and Benefits

Perks:Paid Leave401kStudent Debt

Key Requirements

  • •Bachelor's degree in Business, Finance, or related field required.
  • •7-9 years in commercial lending or commercial credit underwriting (or equivalent combination of education and experience) required.
  • •Completion of formal Credit Analyst training required.
  • •Advanced credit analysis and commercial underwriting skills, including accounting, financial statement, and cash flow analysis.
  • •Experience in asset-based lending, capital structure finance, and trade finance required.
Experience:7-9 yearsCommercial lendingCommercial credit underwritingAsset-based lendingCapital structure financeTrade finance
Education:Bachelor's in Business, Finance, or related field
Skills:CommunicationPresentationJudgmentAdaptabilityPrioritization
Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft OutlookPowerPoint

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