Vice President, Commercial Relationship Manager (Remote)

A bit about us

Since 2000, the firm has administered 401(k) and profit-sharing plans for employers in Pennsylvania. Mortgage brokers in Pennsylvania send us loans to underwrite, close and fund. Licensing exams (SIE, Series 7, Series 66) are paid for, with study time during work hours.

Job summary

The Vice President, Commercial Relationship Manager (Remote) manages and grows a portfolio of business banking clients with annual revenue between $5M and $50M.

Your responsibilities

• Develop new commercial loan and deposit relationships through calling, referrals and centers of influence.
• Manage a portfolio of 60 to 90 business clients.
• Analyze financial statements, tax returns and cash flow for borrowers and guarantors.
• Cross-sell treasury management, merchant services and wealth products.
• Coordinate with treasury, credit and operations to onboard new clients.
• Represent the bank at chamber, industry and nonprofit events.

What you'll need

• 5+ years of commercial lending or business banking experience.
• Established network in the local business community.
• Comfortable presenting to credit committee.
• Formal credit training or equivalent experience underwriting commercial loans.
• Strong financial statement and cash flow analysis skills.

Compensation and benefits

Expected salary range: $154,000 - $177,000 annually, plus bonus eligibility.

• Health insurance.
• 401(k) with 4% match.
• Paid holidays.
• $1,000 home office setup budget.
• Annual bonus.
• Cell phone reimbursement.
• Dental insurance.

EOE. We participate in E-Verify.

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

Start: Flexible.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at FW Planning Group.