Middle Market Relationship Manager- VP

Orrstown Bank•Harrisburg, PA

About The Position

This role involves actively engaging with existing and prospective middle market clients, specifically those with commercial and industrial (C&I) loans of $5 million and above, and business revenues exceeding $25 million. The primary focus is to promote and develop new business for the Bank, including business loans and deposit relationships. This includes conducting sales calls, analyzing financial data, preparing presentations for committees, and recommending new products and services based on client needs. The position also requires ensuring compliance with all relevant banking regulations and Bank policies.

Requirements

Minimum seven (7) years of experience in commercial and installment lending and business development with a focused concentration on production, deposits, annual and portfolio revenue goals.
Proven experience in identifying and servicing large C&I commercial loans where loan originations exceed $5 million and business revenues of $25 million and larger.
Excellent sales and project management skills.
Proficient reading, verbal and written communication skills.
Proficient presentation skills.
Proficient decision making skills.
Proficient analytical skills.
Proficient interpretation skills.
Proficient computer skills.
Proficient client service skills.
Proficient interpersonal relations skills.
Solid working knowledge of lending and financial accounting.
Thorough knowledge of Bank’s products and services.
Reliable follow through in completing assignments.
Ability to work independently.
Ability to competently handle diversified workload with multiple tasks and priorities simultaneously.
Ability to professionally interact with clients, staff members and others.

Nice To Haves

Bachelor’s degree in a related field is preferred.

Responsibilities

Call on existing and prospective middle market clients (C&I commercial loans at $5 million and above/ business revenue in excess of $25 million) to promote and develop new and additional business for the Bank to include, but not limited to, business loans and deposit relationships.
Conduct sales calls on businesses, companies, and organizations that fit the middle market criteria to promote Bank relationships.
Propose and recommend new products and services based on identifiable needs of existing and prospective clients contacted.
Ensure compliance with Bank policies and procedures as well as applicable state and federal banking regulations.
Collect data from clients needed to process loan requests.
Analyze financial data and prepare presentations for the Board of Directors and Loan Committee meetings.
Assist business partners with their calling efforts and in structuring of loans referred.
Coordinate specific work tasks with personnel from applicable departments to ensure the smooth and efficient flow of information.
Report pertinent information to immediate supervisor.
Compile information as necessary or directed and provide data to appropriate Bank personnel.
Respond to inquiries relating to the particular area and requests from clients, other Bank personnel, etc., within given time frames and established policy.