National ESOP Relationship Manager

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

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Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.