Commercial Relationship Manager I

About This Role

This entry-level commercial banking role focuses on business development, utilizing a small business platform, and supporting senior bankers with portfolio management and complex credit functions. The position aims to drive shareholder value through interest income growth and non-interest income by collaborating with business partners.

Responsibilities

• Achieve individual annual production and growth goals for loan, deposits, and fees to ensure the bank meets overall financial targets and conforms to credit terms
• Initiate and develop new business through outside business development activities
• Ensure ongoing contact with new clients to enhance client’s experience with First Interstate Bank
• Develop a comprehensive understanding of the client’s needs based on review and analysis of financial data
• Actively participate in community organizations to source business development opportunities
• Build client and prospect referral pipeline via identification and development of internal and external center of influence
• Develop and maintain an in-depth knowledge of products and services, competitors, and competitive products
• Assemble cross-functional team to respond to customer requests when not able to address requests personally
• Work on complex problems requiring in-depth evaluation of client information in conjunction with Commercial Relationship Manager III/Senior CRM
• Maintain follow up on existing loans to ensure compliance with internal procedures and other required terms

Requirements

• Bachelor's Degree in Business, Finance or equivalent
• 1-3 years in credit analysis and commercial underwriting
• Experience in accounting, financial statement and cash flow analysis
• Knowledge of commercial lending policies, procedures, practices and documentation
• Excellent written and verbal communication and presentation skills
• Computer skills including Word, Excel, and Outlook
• Ability to work effectively with individuals and groups
• Ability to prioritize work and remain adaptable under pressure

Qualifications

• Bachelor's Degree in Business, Finance or equivalent
• 1-3 years in credit analysis and commercial underwriting; or the equivalent combination of education and experience

Nice to Have

• Experience with PowerPoint

Skills

* Required skills

Benefits