Commercial Relationship Manager II
Listed on 2026-01-04
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Finance & Banking
Financial Analyst, Banking & Finance -
Business
Financial Analyst, Banking & Finance
Join to apply for the Commercial Relationship Manager II role at First Interstate
- If you are a current First Interstate Bank employee, please apply through the Career Worklet in the Employee Portal.
This position is located at our Bend, OR Commercial Banking Center.
What’s Important To YouWe know your career is just one aspect of a meaningful, complex, and demanding life. That’s why we designed our compensation and benefits package to provide employees and their families with as much choice as possible.
- Generous Paid Time Off (PTO) in addition to paid federal holidays.
- Student debt employer repayment program.
- 401(k) retirement plan with a 6% match.
- The health and happiness of the places we call home matter to us. Learn a little more about what we do for the communities we serve and why we want YOU to be a part of it.
We encourage you to apply. Reach for what you want and tell us why your work ethic and willingness to learn make you a natural fit for #Team First Interstate .
SummaryThis role serves as an intermediate level commercial banking position with functionality ranging from business development utilizing a small business platform to supporting senior bankers as an apprentice relative to portfolio management and experience with complex credit functions. Drives shareholder value through a collaborative effort to generate quality earnings through interest income growth, via maintaining margin and credit quality, and non-interest income through collaboration with business partners while simultaneously understanding the importance of expense control.
Maintains an average loan portfolio size of at least $20MM up to $50MM and manages at least 50 bank relationships or may provide support to CRM III/Senior with a loan portfolio over $50MM.
- Achieves individual annual production and growth goals for loan, deposits and fees to ensure the bank meets its overall financial targets and conforms to credit terms.
- Initiates and develops new business through outside business development activities. Ensures ongoing contact with new clients to enhance client’s experience with First Interstate Bank.
- Develops a comprehensive understanding of the client’s needs based on the review and analysis of personal bank business financial data gathered through relationship reviews and personal meetings. Uses internal customer sourcing software to generate leads, track activities and make referrals to requisite business partners and bankers.
- Actively participates in community organizations to source business development opportunities and demonstrates First Interstate Bank’s commitment to the communities we serve.
- Builds client and prospect referral pipeline via identification and development of internal and external center of influence.
- Develops and maintains an in-depth knowledge of products and services as well as knowledge of competitors and competitive products. Proactively promotes bank products and services and keeps clients informed of all the financial solutions First Interstate Bank has to meet their needs.
- Assembles cross-functional team to respond to customer requests when not able to address requests personally. Knows when and how to bring in teams of experts, as well as identify cross-sell opportunities.
- Analyzes credit to determine the ability of clients to qualify for borrowing requirements. Assumes ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring and portfolio management activities; assures accurate risk assessment of assigned portfolio.
- Maintains follow up on existing loans to ensure compliance with internal procedures and other required terms.
- Research and study industrial, commercial, economic and financial situations relating to existing and new business.
- Maintains compliance with all bank regulations for assigned job function and applies to designated job responsibilities, which includes keeping up to date on regulation changes and following all Bank policies and procedures, compliance regulations, and completes all required annual training.
- Actively engages, demonstrates and fosters the First Interstate…
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