Commercial Relationship Manager

Reposted 13 Days Ago
Be an Early Applicant
68118, Omaha, NE, USA
In-Office
Senior level
Insurance • Financial Services
The Role
Manage and grow a portfolio of commercial clients, develop new relationships, conduct credit assessments, and cross-sell banking products.
Summary Generated by Built In

Join Core Bank as a Commercial Relationship Manager and play a key role in growing our commercial lending portfolio while shaping the future of banking. In this added position to our expanding team, you’ll manage and deepen relationships with existing Commercial Real Estate (CRE) and Commercial & Industrial (C&I) clients, while building new partnerships that align with our vision of being a high-performing, solutions-based, and tech-forward financial partner. You’ll leverage Centers of Influence (COIs) and referrals to expand our market presence, bring in full banking relationships — including deposits — and connect clients to Treasury Services for tailored financial solutions. This is an opportunity to make a meaningful impact at a growing community bank that values innovation, collaboration, and client success.


Company Overview

Core Bank is a high-performing, tech-forward community bank serving Omaha and Kansas City. Guided by our vision to be high-performing, solutions-based, and tech-forward, we combine trusted relationships with modern tools to deliver smarter, faster, and more personalized banking. Our culture—what we call our Recipe for Awesome—makes Core Bank more than a place to work or bank; it’s a place where people grow, solutions thrive, and together we build better. If you want to help us build something remarkable, then we'd love to get to know you. To learn more about what makes us - us, explore www.corebankcareers.com.


Position Summary

The Commercial Relationship Manager is responsible for managing and growing an assigned portfolio of existing commercial clients while developing new relationships that align with the bank’s vision of being a high-performing, solutions-based, and tech-forward financial partner. This role focuses on Commercial Real Estate (CRE) and Commercial & Industrial (C&I) lending, building strong connections with Centers of Influence (COIs), and leveraging referrals to expand the bank’s presence in the market. The Commercial Relationship Manager will also be expected to bring in the full banking relationship — including deposits — and refer clients to Treasury Services for additional products and services.


Core Responsibilities

Portfolio Management & Growth

  • Manage and grow an assigned portfolio of existing commercial clients, ensuring strong relationship retention and satisfaction.
  • Conduct regular client reviews to identify opportunities for additional lending, deposits, and Treasury Services solutions.
  • Monitor portfolio performance and proactively address risk, delinquency, or credit concerns.

Business Development

  • Identify, develop, and close new CRE and C&I lending opportunities in alignment with the bank’s growth objectives.
  • Build and maintain productive relationships with Centers of Influence (COIs) and actively seek referrals from existing clients and professional networks.
  • Represent the bank at community, networking, and industry events to increase visibility and generate leads.

Credit & Risk Assessment

  • Gather and analyze financial and market data to evaluate creditworthiness, repayment capacity, and overall business potential.
  • Prepare and present high-quality loan proposals, demonstrating strong credit risk assessment skills and sound business acumen.
  • Collaborate closely with credit administration to ensure timely and accurate processing of loan requests.

Cross-Selling & Client Solutions

  • Proactively refer clients to Treasury Services and other relevant departments for additional banking solutions.
  • Ensure new lending relationships include the full deposit relationship when possible.
  • Partner with internal teams to deliver customized, solutions-based service to meet client needs.

Community & Brand Presence

  • Actively participate in community events, civic organizations, and professional associations to enhance the bank’s brand and visibility.
  • Demonstrate commitment to the bank’s purpose of building better futures for customers, employees, and the community
Qualifications

Education and Experience

  • Bachelor’s degree in business, finance, or related field.
  • Minimum of 5 years’ experience in commercial lending with a proven track record in Commercial Real Estate (CRE) and Commercial & Industrial (C&I) lending.

Required Skills/Abilities/Knowledge

  • Alignment with Core Bank’s Vision, Purpose, and Values
    • Be Collaborative — working seamlessly with colleagues, clients, and community partners.
    • Be Solutions-based — focusing on customized strategies that meet client needs.
    • Be Tech-forward — leveraging technology to deliver efficient and effective client service.
    • Have a growth mindset — continuously seeking opportunities to learn, improve, and innovate.
    • Embody our values of being genuine, nimble, and service-driven
  • Strong credit risk assessment skills and sound business acumen
  • Excellent communication, negotiation, and relationship management skills
  • Ability to work collaboratively in a team-oriented, solutions-focused, and tech-forward environment

Core Bank 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.


Skills Required

  • Bachelor's degree in business, finance, or related field
  • Minimum of 5 years' experience in commercial lending
  • Proven track record in Commercial Real Estate and Commercial & Industrial lending
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The Company
133 Employees
Year Founded: 1977

What We Do

Core Bank is a full-service community bank offering a comprehensive menu of products and expertise for personal and business banking, including construction lending, wealth services, and mortgage.

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