Talent.com
Opportunities
National ESOP Relationship ManagerOpportunities • Columbus, OH, United States
National ESOP Relationship Manager

National ESOP Relationship Manager

Opportunities • Columbus, OH, United States
30+ days ago
Job type
  • Full-time
Job description

National ESOP Relationship Manager

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.

Create a job alert for this search

National ESOP Relationship Manager • Columbus, OH, United States

Similar jobs

A Calling Like No Other

U.S. Marine CorpsWilliamsport, OH, US
Full-time

Those who put others before themselves.Who can rise up in the face of danger.This country we call home has been our haven of safety for 250 years.And it's up to us to keep it that way.There's a goo... Show more

 • Promoted

Business Development Manager

Slice Merchant ServicesCircleville, OH, US
Full-time

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Show more

 • Promoted

Finance Project Manager

Beacon Hill Staffing Group, LLCOH, US
Full-time

Finance Project Manager Overview An organization is seeking a Finance Project Manager to support a critical Acumatica ERP implementation and optimization initiative.This role will focus heavily on ... Show more

 • Promoted

Branch Relationship Manager

Telhio Credit UnionColumbus, OH, United States
Full-time

Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees.Telhio now serves over 70,000 member-owners throughout central and southwest Ohio.As one of the la... Show more

 • Promoted

Regional Sales & Operations Manager

Aveda InstitutesColumbus, OH, United States
Full-time

Regional Sales & Operations Manager.Are you a dynamic leader with a passion for building businesses, driving growth, leading and developing teams, and creating exceptional customer experiences? Joi... Show more

 • Promoted

Relationship Banker - Columbus, OH Area

Bank of America CorporationColumbus, OH, United States
Full-time

Job Description: Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible ... Show more

 • Promoted

Operations Manager

AmazonLockbourne, OH, United States
Full-time

Description External job description Our WW Operations network delivers millions of packages and smiles to Amazon customers every day.We are looking for motivated, customer-focused individuals wh... Show more

 • Promoted

Manager CAC - The Center for Family Safety and Healing

Nationwide Childrens HospitalColumbus, OH, United States
Full-time

Oversees the operational performance of the clinical team of forensic interviewers within The Center for Family Safety and Healing (TCFSH) by ensuring effective resource management, data-driven dec... Show more

 • Promoted

Client Relationship Consultant 2 (Banker) Circleville, OH Office

US BankCircleville, OH, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

 • Promoted

General Manager

Jimmy John's Gourmet SandwichesCircleville, OH, United States
Full-time

Summary: Manages all functions of the restaurant to ensure customer service and high quality products are delivered and ensures restaurant profitability.Responsible for the successful execution of ... Show more

 • Promoted

National Business Manager

SodexoColumbus, OH, United States
Full-time

The National Business Manager plays a vital role in driving new business growth within the InReach convenience solutions segment by developing and managing strategic national account opportunities.... Show more

 • Promoted

Regional Sales Manager - Majors, Columbus (Remote)

CrowdStrikeColumbus, OH, United States
Remote
Full-time

Regional Sales Manager, Majors.CrowdStrike is looking for highly motivated, self-driven, and experienced Enterprise sales executive dedicated to making a difference in global security by protecting... Show more

 • Promoted

Licensed Marriage and Family Therapist

HeadwayOH, US
Full-time

Licensed Marriage and Family Therapist (LMFT).Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to help you start accepting insuranc... Show more

 • Promoted

Account Manager (Facilities Management) - Cleveland, OH

CBRECircleville, OH, United States
Full-time

Global WorkplaceSolutions (GWS) Local is a hard services-led, tailored facility managementsolution.We self-perform hard services while partnering with best-in-classsoft service providers to offer c... Show more

 • Promoted

Manager Loyalty & Owned Channels

BonobosColumbus, OH, United States
Full-time

Manager Of Loyalty And Owned Channels.The Manager of Loyalty & Owned Channels architects the overarching vision and strategic framework for loyalty and owned channels, driving enterprise-wide custo... Show more

 • Promoted

Field Account Manager

ReSupplyColumbus, OH, United States
Full-time

ReSupply is seeking relationship-driven, mission-oriented professionals to join us as Field Account Managers.We strongly encourage veterans and transitioning military service members to apply, as t... Show more

 • Promoted

National ESOP Relationship Manager

OpportunitiesColumbus, OH, United States
Full-time

National ESOP Relationship Manager.The National ESOP Relationship Manager is responsible for originating, structuring, and managing a portfolio of relationships of companies with an Employee Stock ... Show more

 • Promoted

Relationship Manager

Kemba Financial Credit UnionColumbus, OH, United States
Full-time

Reports to: Vice President of Commercial Services.The Relationship Manager is responsible for actively developing business contacts within the community and providing business banking solutions wit... Show more

 • Promoted

Give the Gift of Life – Surrogates Needed, Earn Up to $115,000!

Giving Tree SurrogacySouth Bloomfield, OH, US
Full-time +1

We are looking for a passionate individual with a sense of responsibility and willingness to help create families to join us as a surrogate.In this role, you will be instrumental in supporting indi... Show more

 • Promoted

F&I Specialist - Northeast

JM Family EnterprisesOH, United States
Full-time

Our core business is expanding, and we are adding to our industry-leading field sales team.The F&I Specialist role is part of our development program, built to deliver value to our dealers.Ideal ca... Show more