Manage complex client relationships and portfolios, driving financial performance and business growth for First Interstate Bank. Lead business development activities and advise clients on financial solutions.
Responsibilities
This role serves as the Relationship Manager for new and existing complex clients.
Responsible for managing a portfolio with an average loan portfolio greater than $50MM up to $100MM.
Manages at least 35 bank relationships generating at least $1.5MM in revenue to the bank.
Establishes and maintains collaborative and strategic partnerships with clients based on knowledgeable advice.
Initiates and develops new business through outside business development activities.
Develops a comprehensive understanding of the client’s needs based on the review and analysis of personal bank business financial data.
Actively participates in community organizations to source business development opportunities.
Analyzes credit to determine the ability of clients to qualify for borrowing requirements.
Maintains compliance with all bank regulations for assigned job function and applies to designated job responsibilities.
Requirements
Bachelor's Degree in Business, Finance or equivalent required
7-9 years in commercial lending or commercial credit underwriting; or the equivalent combination of education and experience.
Has completed Credit Analyst training; experience with asset-based lending, capital structure finance and trade finance required.
Advanced credit analysis and commercial underwriting skills, including accounting, financial statement and cash flow analysis.
Knowledge of commercial lending policies, procedures, practices and documentation.
Proficiency with bank’s risk-rating system, credit products and underwriting policies; working knowledge structuring credit products for small and medium size business in diverse industries.
Excellent written and verbal communication and presentation skills.
Computer skills essential, including Word and Excel and Outlook.
Experience with PowerPoint beneficial.
Benefits
Generous Paid Time Off (PTO) in addition to paid federal holidays.
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