Assoc Commercial Rel Mgr

Location: Grand Rapids
Posted on: November 4, 2024

Job Description:

GENERAL FUNCTION: Provide support to a number of existing relationship managers in their daily duties in underwriting and monitoring credit existing and proposed credit requests, providing high level customer service support, assisting in cross sell effort and performing special projects for the department manager. A strong emphasis on continuing education of various departments within the Commercial Division is required.

ESSENTIAL DUTIES & RESPONSIBILITIES:

I. Support the Department Manager, Team Leader, and/or Relationship Managers in their sales and credit underwriting efforts including industry and company research, Blue memo preparation and assisting in the sales proposal process including accompanying the Relationship Managers on customer and prospect calls, and various other sales/customer oriented projects. Develop a working knowledge of all customers, businesses, and prospect opportunities.

II. Support the Relationship Manager in monitoring on an on going basis information concerning customer performance, abilities, and industry to determine that loan is an acceptable risk. This will consist of but not be limited to statement, covenant and insurance tracking, Dual Risk Rating updates and Admin Loan Status Report updates and other commercial scorecard items.

III. Support Department Manager in any special projects that may arise.

IV. Participate in Continuous Education activities designed to familiarize the incumbent with various departments within the Commercial Division including, but not limited to, International, Treasury Management, Corporate Finance, Private Banking, Institutional Advisors, and Retail banking services. This may be fulfilled through formal bank education and interacting with these departments to manage account relationships.

V. Participate in various community affairs and projects to promote the image of the Bank.

SUPERVISORY RESPONSIBILITIES: N/A

Keywords: , Portage , Assoc Commercial Rel Mgr, PR / Public Relations , Grand Rapids, Michigan