Job Description
The National ESOP Relationship Manager is responsible for originating, structuring, and managing a portfolio of relationships of companies with an Employee Stock Ownership Plan, ensuring an exceptional client experience, while appropriately managing risk, credit quality, servicing, etc. in accordance with Northwest standards and in partnership with a portfolio management team. Identify new lending opportunities through a network of referral sources and Centers of Influence with regular calling efforts. The ESOP Relationship Manager is also responsible for being the subject matter expert by representing the bank at industry events and conferences to enhance the Northwest Banks reputation as a leading ESOP lender.
Essential Functions
Actively prospect and successfully bring new ESOP relationships to Northwest
Participate in community and professional networking events across the nation
Develop meaningful relationships with ESOP advisors, investment bankers, trustees, legal counsel, and valuation firms
Build the Northwest ESOP brand in the market through public speaking and publications
Work closely with commercial and middle market bankers to identify ESOP opportunities within the client base
Develop and expand existing ESOP banking relationships through active relationship reviews
Engage with the various product partners on a regular basis to discuss cross-selling opportunities and referrals to expand and deepen client relationships
Make loan presentations and recommendations to Credit, team leaders, and senior line of business managers as required
Partner with credit and portfolio management to ensure annual reviews and line of credit renewals are completed on a timely basis
As required, collect on delinquent accounts
Analyze financial statements and related credit material to stay informed of client performance and assess risk on a continuous basis in conjunction with Portfolio Management
Complete loan closings in partnership with Portfolio Management & the Loan Closers
Ensure all credit files include current financial statements, agency reports, etc. in partnership with Portfolio Management
Participate in continued sales, product and credit training
Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment or remote if out of bank footprint
Travel as needed for client meetings, attend networking events, and foster relationships with referral sources
Meet or exceed budgeted goals
Education and Experience preferred
Bachelor's Degree Business, Accounting, Finance, Economics, or Marketing
6 - 8 years of account relationship management experience
6 - 8 years of experience consistently delivering strong sales performance
Comprehensive knowledge and understanding of C & I cashflow lending, loan servicing, credit and non-credit products
Strong negotiating skills in terms, loan structure, and pricing
Knowledge and understanding of risk management
Excellent verbal, written, and interpersonal communication skills
Ability to multitask and effectively prioritize responsibilities
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
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