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Northwest Bank · 10 hours ago

National ESOP Relationship Manager

Columbus, OH

Full-time

Hybrid

Senior Level

6+ years exp

Northwest Bank is seeking a National ESOP Relationship Manager to originate, structure, and manage relationships with companies that have Employee Stock Ownership Plans. The role involves identifying lending opportunities, managing client experiences, and representing the bank at industry events.

BankingFinancial Services

Responsibilities

Actively prospect and successfully bring new ESOP relationships to Northwest

Participate in community and professional networking events across the nation

Develop meaningful relationships with ESOP advisors, investment bankers, trustees, legal counsel, and valuation firms

Build the Northwest ESOP brand in the market through public speaking and publications

Work closely with commercial and middle market bankers to identify ESOP opportunities within the client base

Develop and expand existing ESOP banking relationships through active relationship reviews

Engage with the various product partners on a regular basis to discuss cross-selling opportunities and referrals to expand and deepen client relationships

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

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 or remote if out of bank footprint

Travel as needed for client meetings, attend networking events, and foster relationships with referral sources

Meet or exceed budgeted goals

Qualification

ESOP relationship managementC & I cashflow lendingRisk managementAccount relationship managementSales performanceNegotiating skillsMultitaskingMicrosoft OfficeCommunication skillsTeamwork