Vice President, Commercial Relationship Manager

The role

The person in this role is relocating, so we are hiring a replacement. The Vice President, Commercial Relationship Manager manages and grows a portfolio of business banking clients with annual revenue between $5M and $50M. This is a hybrid role. Most of the team is in the Lakewood office Tuesday to Thursday.

Job duties

• Cross-sell treasury management, merchant services and wealth products.
• Structure credit requests, including lines of credit, term loans, equipment and owner-occupied real estate.
• Analyze financial statements, tax returns and cash flow for borrowers and guarantors.
• Track pipeline and activity in Salesforce or nCino.
• Develop new commercial loan and deposit relationships through calling, referrals and centers of influence.
• Negotiate pricing and terms within bank guidelines.
• Represent the bank at chamber, industry and nonprofit events.

Requirements

• 7+ years of commercial lending or business banking experience.
• Established network in the local business community.
• Bachelor's degree in finance, accounting or business.
• Working knowledge of loan documentation, collateral and guarantees.
• Comfortable presenting to credit committee.
• Strong financial statement and cash flow analysis skills.

Compensation and benefits

Expected salary range: $161,000 - $200,000/year, plus bonus eligibility.

• Health, dental and vision coverage starting on day one.
• 401(k) with a 100% match up to 5%.
• Three weeks of PTO to start.

Company overview

Clients pay a flat annual fee, and the firm takes no commissions. Our advisors handle retirement planning, investment management and estate coordination for about 900 households. We have been family run since 1993.

Applicants must be authorized to work in the U.S.

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

Start: Immediately.

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