Commercial Relationship Manager II, III or Senior - Omaha
Listed on 2026-10-16
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Finance & Banking
Commercial Banking, Loan Officer / Lending, Banking & Finance, Financial Sales
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Commercial Relationship Manager II, III or Senior - OmahaRegular Full-Time Omaha, NE, US
2 days ago Requisition
There are important qualities you look for in an employer - meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we're proud of the premier workplace we've created. We regularly receive best in class results through our biennial employee engagement survey. We're also proud to receive recognition from others, including our designation as a "Best Place for Working Parents®", being a four-time recipient of the Greater Des Moines Partnership's Inclusion Award, and being named one of the "Best Businesses Supporting Local Charity" by readers of the Business Record.
This Position will be hired as a Commercial Relationship Manager level II, III or Senior depending on experience.
Job Summary:
The Commercial Relationship Manager II (CRM II) in Omaha will originate and service commercial banking relationships of mild to moderate complexity, typically loan relationships that are between $7,000,000 to $20,000,000, with an overall loan portfolio of less than $. The CRM II will also assist the Sr. Commercial Relationship Managers in managing and servicing their more complex customer base.
The Commercial Relationship Manager III (CRM III) in Omaha will originate and service commercial banking relationships of moderate complexity, typically loan relationships that are between $10,000,000 to $30,000,000, with an overall loan portfolio of less than $. The CRM III will also provide guidance and informal coaching to more junior commercial relationship managers.
The Sr. Commercial Relationship Manager (Sr. CRM) will originate and service Commercial (C&I) relationships of substantial complexity in the Omaha market, typically loan relationships in excess of $20,000,000, with overall loan portfolio in excess of $. The Sr. Commercial Relationship Manager will also provide situational guidance and informal coaching to more junior commercial relationship managers.
Primary Functions and/or Responsibilities:
- Portfolio Management:
Manages an individual commercial loan portfolio that is typically less than $200MM. Portfolio management duties include: - Maintaining accurate and updated borrower and guarantor financial records as required
- Assuring loan covenants are addressed and/or measured in the required time frame
- Escalating elevated risk situations promptly and in accordance with documented policies and procedures
- Providing exemplary service to all clients served
- New Business Development:
Proactively develops new business by: - Calling on existing clients, prospects, and centers of influence in an effort to grow loan portfolio and targeted customer base
- Seeking and referring new business opportunities to the bank's Consumer and Wealth Management Divisions
- Bank & Professional Development:
Pursues bank and professional development opportunities by engaging in the following: - Continuing to develop a technical skill set by enrolling in internal and external commercial banking coursework
- Attending joint calls with more senior commercial lenders and managers to further evolve interpersonal and relationship building skills
- Building productive relationships with associated commercial support team (i.e., Commercial Credit, Operations, Legal, etc.)
- Maintains compliance with external regulations and internal commercial loan policies & guidelines and completes all required regulatory training as assigned and by the prescribed due…
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