Top 4 Senior treasury manager Jobs in Elkhart, In

Senior Commercial Relationship Manager
Everwise Credit Union —South Bend, IN
- Full-time
- Hybrid work
- 7 years
- CPA
- Writing skills
C & I Portfolio Banker, Senior
Old National Bank —Mishawaka, IN
- $98,400 - $199,000 a year
- Full-time
- 7 years
- Office
- Finance
- Health insurance
- Dental insurance
5d
Assistant Vice President, Private Banker
Interra Credit Union —Granger, IN
- Extended hours
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Research
Quick Apply
3d
Commercial Banking Relationship Manager
Northwest Bank —South Bend, IN
- Full-time
- 6 years
- Marketing
- Office
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Senior Commercial Relationship Manager

Everwise Credit Union -
South Bend, IN

Apply Now

Job Details

Full-time

Qualifications

Productivity software

Full Job Description

Job Description:

Position Summary :

The Senior Commercial Relationship Manager will develop and oversee a Commercial Loan Portfolio, focusing on the growth and development of commercial and industrial relationships with middle market business, typically comprising businesses with annual revenues exceeding $20 million. The Senior Commercial Relationship Manager is accountable for leading internal and external partners in obtaining credit approval, facilitating connections to other lines of business, and fostering relationships with new prospects, centers of influence, and existing clients. Responsibilities include proactive portfolio management, ensuring loan compliance, mitigating risk, and maintaining profitability by acquiring and analyzing necessary financial data, including ongoing relationship reviews with direct management.

This role will be responsible for covering the South Bend and Northwest markets.

Primary Responsibilities and Duties :

Actively engage in middle market business development efforts to attract new, profitable, and multi-product lending activities supporting specialty and large relationships.
Lead the screening and interviewing of commercial applicants to assess their financial needs, including treasury management and debt products on the business.
Gather required information to compile a comprehensive loan package to submit for decisioning.
Lead joint calls with MicroLenders, Business Bankers, Relationship Managers, Treasury Management, and other internal stakeholders and departments.
Complete comprehensive financial analysis of commercial applicants.
Lead all loan closing by adhering to proper documentation procedures, obtaining required signatures, and disbursing funds per approval.
Manage loan portfolio, deposit accounts, collections, and documentation.
Active participation in professional community relationships to enhance Everwise’s visibility and secure new business opportunities.
Participate in community service and promotional events, to foster personal development and enhance Everwise’s positive reputation in the community.
Introduce additional financial services to enhance member relationships. Such as - Cash Management, Mortgage, and Retail Services.
Mentor Commercial Relationship Managers and Business Bankers, including reviews within their portfolios.
Assume additional responsibilities for the growth, advancement of Everwise.

Knowledge/Skills :

Extensive Corporate and Commercial middle market loan experience across diverse industries, and commercial real estate asset classes.
Superior in negotiation, with excellent verbal and written communication skills.
Deliver exceptional service to our business members, regardless of circumstances.
Utilize interpersonal skills in interviewing, negotiating, selling, and managing difficult conversations with members.
Uphold impeccable integrity by safeguarding the best interest of Everwise and its members through prudent lending practices and risk mitigation.
Robust knowledge of business and contract laws.
Comprehensive knowledge of deposit services, structuring commercial loans, implementing treasury management solutions, and promoting Everwise products, services, including derivative products.
Strong understanding of commercial credit, loan services, and credit risk policies and procedures.
Highly skilled in structuring treasury management solutions for a diverse clientele, including large and small corporate and commercial entities, both prospective and existing clients.
Ability to work autonomously and collaboratively in a team environment.
Understand and adhere to government laws, regulations, and Everwise’s policies and procedures concerning Anti-Money Laundering Regulations including but not limited to the Bank Secrecy Act (BSA), US PATRIOT ACT and OFAC.

Minimum Requirements :

High School Diploma, GED or equivalent certification.
Bachelor’s degree in business, Accounting, Finance, related field, or equivalent relevant work experience.
7+ years’ experience in business banking, corporate, or commercial lending, maintaining a portfolio of banking clients within the financial services industry.
Outstanding skills in financial software and Microsoft Office suite.
CPA, relevant certifications, or advanced degree, preferred.
SBA experience, preferred.

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

Apply Now

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senior treasury manager jobs in elkhart, in

Senior Commercial Relationship Manager

C & I Portfolio Banker, Senior

Assistant Vice President, Private Banker

Commercial Banking Relationship Manager

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