Top 2 Senior personal banker Jobs in Avon Oh

Sr. Middle Market Banker - Healthcare
Northwest Bank —Independence, OH
- Full-time
- 6 years
- Marketing
- Finance
Quick Apply
Sr. Middle Market Banker
Northwest Bank —Independence, OH
- Full-time
- 6 years
- Marketing
- Office
Quick Apply

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Sr. Middle Market Banker - Healthcare

Northwest Bank -
Independence, OH

Quick Apply

Job Details

Full-time

Qualifications

Treasury management
Loan file preparation
Credit risk report
Financial sales
Economics
Customer relationship building
6 years
Loan collections
Referral-based lead generation
Marketing
Bachelor's degree in finance
Identifying new business opportunities
Sales referrals
Regulatory compliance
Networking through cold outreach
Bachelor's degree in business
Financial statement analysis
Promoting bank products
Account development
Bachelor's degree in economics
Finance
Meeting scheduling
Bachelor's degree in marketing
Bachelor's degree
Financial report interpretation
Managing clients in a finance role
Client retention
Managing banking or lending client portfolios
Coordination (loan closing)
Needs-based selling

Full Job Description

IL0511 Chicago LPO, LO0341 Remote - USA, OH0100 Remote - OH, OH0523 Independence Bus Office, OH0713 NW Bancshares HQ

Job Description

The Sr. Middle Market Banker - Healthcare is responsible for serving as a trusted business advisor to healthcare clients and providing a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. This person is also responsible for managing a portfolio of healthcare relationships, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team.

Essential Functions

Develop and expand existing commercial banking relationships
Prospect actively and successfully bring in new relationships to Northwest
Engage with the various product partners on a regular basis to discuss cross-selling opportunities and referrals to expand and deepen client relationships
Meet or exceed budgeted goals
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 clients and their employees to 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 a timely basis
Ensure non-credit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate
As required, collect on delinquent accounts
Analyze financial statements and related credit material to stay informed of client performance and assess risk on a continuous basis in conjunction with Portfolio Management
Complete loan closings in partnership with Portfolio Management & the Loan Closers
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 Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment

Education and Experience preferred

Bachelor’s degree in Business, Accounting, Finance, Economics, or Marketing
6-8 years of account relationship management experience
6-8 years of experience consistently delivering strong Middle Market sales performance
Extensive experience in originating and managing middle market banking relationships in healthcare

#LI-EK1

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

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senior personal banker jobs in avon oh

Sr. Middle Market Banker - Healthcare

Sr. Middle Market Banker

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