Commercial Relationship Manager III
Listed on 2025-12-21
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Finance & Banking
Financial Consultant, Banking & Finance -
Business
Banking & Finance
1 day ago Be among the first 25 applicants
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 Spokane, WA Downtown branch.
What’s Important To You- 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 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 the account executive for new and existing complex clients and will be responsible for managing a portfolio with an average loan portfolio greater than $50 MM up to $100 MM and managing at least 75 bank relationships. The account executive establishes and maintains collaborative and strategic partnerships with clients based on knowledgeable advice that is aligned to the clients’ business objectives and lifecycle.
The role develops and grows new business and builds/maintains strong relationships with prospects, drives financial performance through profitable revenue and growth, and ensures quality credit.
- 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, ensuring ongoing contact with new clients to enhance their 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 referral pipeline via identification and development of internal and external centers 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 financial solutions First Interstate Bank offers to meet their needs.
- Assembles cross‑functional team to quickly respond to customer requests when not able to address requests personally.
- Analyzes credit to determine the ability of clients to qualify for borrowing requirements.
- Assumes ultimate accountability for all portfolio activities and issues, ensuring sound asset quality, including underwriting, structuring and portfolio management activities.
- Maintains follow up on existing loans to ensure compliance with internal procedures and other required terms.
- Researches and studies 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 responsibilities, including keeping up to date on regulation changes and following all Bank policies and procedures.
- May be asked to coach, mentor, or train others.
- Contributes to strategic level discussions with members of the senior management leadership team.
- Recognized as a subject matter expert when difficult questions arise.
- Provides practical, relevant ideas and perspectives on processes or process improvement.
- Actively engages, demonstrates and fosters the First Interstate Bank Mission, Vision and Values by executing the Service Commitments.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Knowledge,Skills And Abilities
- Advanced…
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