Relationship Manager C&I

Sunwest Bank•Boise, ID

2d•Onsite

About The Position

The Relationship Manager is responsible for developing and managing a portfolio of C&I clients, delivering tailored banking solutions, and driving new business growth. This role serves as the primary point of contact for clients, building long-term relationships while partnering with credit, underwriting, and operations teams to structure and close transactions aligned with the Bank’s risk appetite.

Requirements

Understanding of different legal entity structures
Knowledge of commercial banking products and services
Proficiency with Microsoft Office (Word, Excel, and internet applications)
Strong organizational and time management skills
Ability to manage multiple priorities simultaneously
Strong problem‑solving and decision‑making skills
Ability to communicate effectively with internal and external stakeholders

Nice To Haves

Experience in commercial lending or credit underwriting
Familiarity with loan origination or portfolio management systems
Existing relationships within business or commercial banking networks

Responsibilities

Engage in business development activities and solicit new business opportunities
Contribute to a results‑driven sales environment aligned with Bank goals
Maintain knowledge of Bank products and services through ongoing education
Work with clients and prospects to assess banking needs and gather financial information
Analyze financial condition and credit risk in alignment with Bank credit standards
Prepare and present loan recommendations for approval, including financial analysis and client presentations
Meet with clients and prospects and visit business locations or collateral properties
Negotiate loan terms and coordinate approvals with appropriate authority
Communicate client‑related issues, risks, or challenges as needed
Coordinate processing of approved loans in accordance with Bank policies and client expectations
Monitor loans for covenant compliance and changes in credit risk
Represent the Bank in community, civic, and reinvestment activities to develop business relationships
Support market visibility and growth within the assigned region
Maintain awareness of competitive landscape and economic trends