We use cookies. Find out more about it here. By continuing to browse this site you are agreeing to our use of cookies.
#alert
Back to search results
New

Middle Market Relationship Manager III

Northwest Bank
$170,000 - 190,000
United States, New York, Rochester
Oct 21, 2025

Job Description

The Middle Market Relationship Manager III is responsible for serving as a trusted business advisor to clients and providing a full breadth of banking solutions to meet their financial objectives and needs while establishing a network of referral sources and Centers of Influence with regular calling efforts to generate new business opportunities. The Middle Market Relationship Manager III is also responsible for managing a portfolio of relationships, 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.

Essential Functions

  • Develop and expand existing commercial banking relationships

  • Actively prospect and successfully bring in new relationships to Northwest

  • Engage with the various product partners on a regular basis to discuss cross-selling opportunities and referrals to expand and deepen client relationships

  • Meet or exceed budgeted goals

  • Actively participate in community and professional networking events

  • Develop meaningful "Centers of Influence" relationships

  • Establish and maintain an ongoing prospect list, and a set calling and meeting schedule for prospects, existing clients, and COIs

  • Encourage existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest

  • Manage a commercial loan portfolio of both credit and non-credit clients

  • 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

  • Ensure non-credit clients have appropriate treasury management and other related commercial services, and risk ratings are appropriate

  • As required, collect on delinquent accounts

  • Analyze financial statements and related credit material to stay apprised 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

Education and Experience preferred

  • Bachelor's degree in business, accounting, finance or related degree

  • 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 lending, loan servicing, and 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

The pay range for this position is generally $170,000 - 190,000 annually. Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge. Additional bonus earning opportunities and benefits are also available.

#LI-EK1

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

Applied = 0

(web-c549ffc9f-ww2c9)