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CFBank · 2 weeks ago

Sr. Relationship Manager (Commercial Lender)

Columbus Headquarters - Columbus, OH 43081

Full-time

Onsite

Senior Level

CFBank is a fast-growing, high-achieving organization that thrives on winning, ranked nationally in the top 10 Banks within their asset size peer group based on financial performance. In this role, you will be responsible for acquiring and retaining commercial banking relationships, communicating and coordinating with client service and operational staff across the organization.

BankingBusiness IntelligenceFinancial ServicesService Industry

Comp. & Benefits

Responsibilities

Identify and screen new business opportunities for prospective clients, focusing primarily on commercial lending opportunities and cross-selling and referring deposit relationships

Provide support to existing business banking clients, often coordinating with client service, treasury management, lending, and operations staff

Develop, maintain, and analyze various reports and financial data for tracking and reporting, developing business banking solutions, resolving issues, and minimizing risk

Increase customer base and impact the Banks bottom line through the origination of quality credits with a high priority on deepening relationships beyond just the commercial financing needs

Assist credit staff in preparation, analysis, and delivery of credit solutions for new and existing clients

Comply with internal security policies and procedures and maintain customer confidentiality at all times

Adhere to all regulations, policies, and record-keeping requirements. Complete all required training related to bank regulations and policies

Accept other responsibilities and projects as requested to add value for CFBank

Qualification

Commercial lendingClient relationship managementFinancial analysisBusiness developmentTeam collaboration

Required

Responsible for acquiring and retaining commercial banking relationships

Communicates and coordinates with other client service and operational staff across the organization

Identify and screen new business opportunities for prospective clients, focusing primarily on commercial lending opportunities and cross-selling and referring deposit relationships

Provide support to existing business banking clients, often coordinating with client service, treasury management, lending, and operations staff

Develop, maintain, and analyze various reports and financial data for tracking and reporting, developing business banking solutions, resolving issues, and minimizing risk

Increase customer base and impact the Banks bottom line through the origination of quality credits with a high priority on deepening relationships beyond just the commercial financing needs

Assist credit staff in preparation, analysis, and delivery of credit solutions for new and existing clients

Comply with internal security policies and procedures and maintain customer confidentiality at all times

Adhere to all regulations, policies, and record-keeping requirements

Complete all required training related to bank regulations and policies

Accept other responsibilities and projects as requested to add value for CFBank

Benefits

Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.

Professional development opportunities including educational/training opportunities

“Accelerated” 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3-year vesting

Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)

Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources

One of the most collaborative environments you’ll find, with a team of hard-working mutually invested professionals who are excited about shared success