VP, COMMERCIAL RELATIONSHIP MANAGER

Fox Communities Credit Union • Brookfield, WI

24d • Hybrid

About The Position

We currently have a career opportunity for a full-time VP, Commercial Relationship Manager based out of our Calumet location in Appleton, WI! While our corporate office is in Appleton, we’re excited to expand our reach and welcome applicants from the Milwaukee area and surrounding regions. After initial onboarding onsite, this position could have the opportunity for flexible work arrangements, including hybrid or remote options for Milwaukee-based candidates. Candidates must reside in Wisconsin to be considered.

The VP, Commercial Relationship Manager, develops and manages a portfolio of commercial relationships with the overall objective of maintaining strong asset quality through solid underwriting and monitoring, and growth by developing new and existing business relationships. This position will manage the largest and most complex commercial relationships. This role also represents the credit union in the local community through active community involvement.

Requirements

• Bachelor’s degree with a focus in Business, Finance, Accounting, Marketing or related field
• Seven+ years of proven related experience
• Two+ years of commercial underwriting/credit experience is required
• Thorough knowledge of commercial banking products and holistic financial solutions
• Proven track record in working with all levels of senior management
• Excellent interpersonal skills to maintain a professional, courteous, and friendly atmosphere for members and credit union team members
• Strong initiative, self-direction, and a focus on financial relationship building
• Attention to detail

Responsibilities

• Promoting and upholding the Fox Purpose, Mission, Vision, and Values
• Proactively managing a portfolio of commercial members by delivering a high level of service, anticipating business needs, and providing expert guidance.
• Identifying and engaging prospective members through networking and outreach, while building strong relationships to deliver tailored deposit, lending, and cash management solutions.
• Partnering with other business lines to provide collaborative solutions to members.
• Acting as a first line of defense to manage risk through ongoing monitoring of an existing commercial portfolio to help maintain a high asset quality.
• Portfolio management through timely annual reviews and loan renewals and proactively monitoring and addressing payment delinquencies and overdrafts to maintain portfolio quality and compliance.
• Maintaining up to date member files as required by loan policy and underwriting standards.
• Maximizing profitability through appropriate loan and deposit pricing, fee income, and cross-selling of all products and services.
• Negotiating terms and structuring loan financing based on relationship and risk considerations.
• Reviewing member financial statements, assessing borrower and industry risk, and working with underwriting to prepare credit presentations.
• Managing the loan process from origination to closing, ensuring all necessary documentation is complete and accurate.
• Serving as a leader within the Commercial Team by actively sharing ideas, promoting collaboration, and mentoring others.

Benefits

• medical
• dental
• vision
• life
• short term and long-term disability insurance
• 401k (Roth and Traditional), which includes company contributions including match
• paid time off
• caregiver leave
• Paid Volunteer Time Off

What This Job Offers

• Job Type: Full-time
• Career Level: Executive