Vice President, Commercial Relationship Manager

Hernandez Advisors manages assets for more than 200,000 clients through 120 offices. Regulatory oversight is constant, and the compliance department is one of the largest in the company. Quarter-end is busy, and everyone helps with client review prep.

Role overview:

Hernandez Advisors is looking for a Vice President, Commercial Relationship Manager to join a small, steady team. We want a banker who knows the local business community and can read a set of financial statements quickly. Hybrid. You will need to be in Great Falls at least two days per week.

Main duties:

• Present credit memos to loan committee with the credit analyst.
• Structure credit requests, including lines of credit, term loans, equipment and owner-occupied real estate.
• Track pipeline and activity in Salesforce or nCino.
• Develop new commercial loan and deposit relationships through calling, referrals and centers of influence.
• Coordinate with treasury, credit and operations to onboard new clients.
• Represent the bank at chamber, industry and nonprofit events.
• Manage a portfolio of 60 to 90 business clients.

Qualifications:

• 6+ years of commercial lending or business banking experience.
• Comfortable presenting to credit committee.
• Formal credit training or equivalent experience underwriting commercial loans.
• Proven record of bringing in new client relationships.

Preferred qualifications:

• Treasury management product knowledge.
• Industry focus such as manufacturing, healthcare or construction.
• SBA lending experience.
• NCino or Salesforce experience.

Compensation and benefits:

• Hybrid work.

Hernandez Advisors 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.

Duration: 9 months. Start: Immediately.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Hernandez Advisors LLC.