Business Banking Relationship Manager - Commercial Real Estate

Peachtree Bank & Trust is a regional bank. You will bring in new loan and deposit relationships and look after the ones we already have. You can work from home anywhere in the US. We have no office requirement. Standard office hours, Monday to Friday, with flexibility around them. Please make sure you have a quiet place to work and a solid internet connection.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Keep loan files and credit documentation complete for audits and exams.
• Track pipeline and activity in Salesforce or nCino.
• Visit clients at their businesses regularly.
• Cross-sell treasury management, merchant services and wealth products.
• Represent the bank at chamber, industry and nonprofit events.
• Analyze financial statements, tax returns and cash flow for borrowers and guarantors.
• Coordinate with treasury, credit and operations to onboard new clients.

QUALIFICATIONS:

• Valid driver's license for client visits.
• Formal credit training or equivalent experience underwriting commercial loans.
• Strong financial statement and cash flow analysis skills.
• Bachelor's degree in finance, accounting or business.

ALSO HELPFUL:

• MBA.
• NCino or Salesforce experience.
• Commercial real estate lending.

WHAT YOU GET:

• Medical, dental and vision insurance.
• 401(k) with company match.
• Paid time off.
• Vision insurance.
• Dental insurance.
• Cell phone reimbursement.

A BIT ABOUT US:

Commercial clients use our treasury management services for ACH, positive pay, remote deposit and wires. Family owned and operated since 1969.

Peachtree Bank & Trust is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Interview process: a phone call, a meeting with the hiring manager, and a final conversation with the team.

Start dates are flexible, usually within a few weeks of an offer.

Start: Flexible.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Peachtree Bank & Trust.