Sr. Relationship Manager (Commercial Lender)

Posted 2 Days Ago
Be an Early Applicant
43081, Westerville, OH, USA
In-Office
Senior level
Fintech • Financial Services
The Role
Responsible for acquiring and retaining commercial banking relationships, coordinating with client services, and analyzing financial data to mitigate risks and enhance service delivery.
Summary Generated by Built In

About CFBank:

We are an award-winning, fast-growing, high-achieving organization that thrives on winning. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we’ve been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business


About the role: 

In this role, you will be responsible for acquiring and retaining commercial banking relationships. This position communicates and coordinates with other client service and operational staff across the organization.


What you’ll do:

  • Identify and screen new business opportunities for prospective clients, focusing primarily on commercial lending opportunities and cross-selling and referring deposit relationships.
  • Provide support to existing business banking clients, often coordinating with client service, treasury management, lending, and operations staff.
  • Develop, maintain, and analyze various reports and financial data for tracking and reporting, developing business banking solutions, resolving issues, and minimizing risk.
  • Increase customer base and impact the Banks bottom line through the origination of quality credits with a high priority on deepening relationships beyond just the commercial financing needs.
  • Assist credit staff in preparation, analysis, and delivery of credit solutions for new and existing clients.
  • Comply with internal security policies and procedures and maintain customer confidentiality at all times.
  • Adhere to all regulations, policies, and record-keeping requirements. Complete all required training related to bank regulations and policies.
  • Accept other responsibilities and projects as requested to add value for CFBank.

What We Offer: 

  • Career advancement and skill enhancement opportunities as a result of our focus on growth through collaboration as well as our uniquely flat organizational chart, which provides all roles with unique visibility to the Executive team.
  • Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
  • “Accelerated” 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3 year vesting
  • Employee Banking Products and Services and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
  • Employee Assistance Program with a wide range of free resources such as estate planning and wellness resources
  • One of the most collaborative environments you’ll find, with a team of hard-working mutually invested professionals who are excited about shared success

​​​​​​​CFBank, National Association is an Equal Opportunity Employer, including disability and protected veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status.

 


Qualifications

Skills Required

  • Experience in commercial lending
  • Strong analytical skills
  • Ability to develop and maintain client relationships
  • Understanding of bank regulations and policies
  • Ability to work collaboratively in a team environment
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
155 Employees
Year Founded: 1892

What We Do

CFBank is a boutique commercial bank offering a range of banking products and services, including commercial lending, equipment financing, private banking, mortgage lending, and deposit solutions for businesses and individuals. It emphasizes tailored financial strategies and relationship-first service.

Similar Jobs

In-Office
44122, Beachwood, OH, USA
155 Employees
In-Office
45242, Blue Ash, OH, USA
155 Employees

PNC Bank Logo PNC Bank

Technology Solution Center Analyst Lead

Machine Learning • Payments • Security • Software • Financial Services
Hybrid
Akron, OH, USA
55000 Employees
34K-60K Annually

Leader Bank Logo Leader Bank

Business Development Manager

Fintech • Insurance • Payments • Social Impact • Financial Services
Remote or Hybrid
United States
420 Employees
72K-108K Annually

Similar Companies Hiring

Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees
Scotch Thumbnail
Artificial Intelligence • eCommerce • Fintech • Payments • Retail • Software • Analytics
US
35 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account