Commercial Banking Relationship Manager

Locations: IN0534 Fishers; IN0537 Fort Wayne Business Office; IN0550 Muncie
- Charles St; IN0557 South Bend
- Western Avenue.

The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meet their financial objectives and needs while establishing a network of referral sources and Centers of Influence through regular calling efforts. The manager also oversees a portfolio of relationships, ensuring an exceptional client experience, managing risk, credit quality, servicing, and partnering with the portfolio management team.

• Develop and expand existing commercial banking relationships.
• Prospect actively and successfully bring in new relationships to Northwest.
• Engage with product partners regularly to discuss cross‑selling opportunities and referrals.
• Achieve and exceed budget goals individually and by region.
• Actively participate in community and professional networking events.
• Develop meaningful Centers of Influence relationships.
• Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs.
• Encourage existing clients to provide ongoing referrals for all types of products and services and maintain their personal banking at Northwest.
• Manage a commercial loan portfolio of both credit and non‑credit clients.
• Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required.
• Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on time.
• Ensure non‑credit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate.
• Collect on delinquent accounts as required.
• Analyze financial statements and related credit material to stay apprised of client performance and assess risk continuously.
• Complete loan closings in partnership with Portfolio Management.
• Ensure all credit files include current financial statements, agency reports, etc., in partnership with Portfolio Management.
• Participate in continued sales, product, and credit training.
• Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations.
• Navigate Microsoft Office and department‑specific software to maximize technology tools and gain efficiency.
• Work as part of a team and complete special projects as assigned.
• Abide by the rules of the safety and loss prevention program, perform work tasks safely, and report any injuries.

• Education:
  
  Bachelor’s degree in Business, Accounting, Finance, Economics, or Marketing preferred.
• Work History: 6–8 years of account relationship management experience preferred.
• 6–8 years consistently delivering strong sales performance preferred.
• Proficiency with Microsoft Office and banking software.

Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.