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Commercial Relationship Manager III - PHX

Job in Glendale, Maricopa County, Arizona, 85318, USA
Listing for: Vwestcu
Full Time position
Listed on 2026-01-24
Job specializations:
  • Business
    Business Development, Business Management
  • Sales
    Business Development
Job Description & How to Apply Below

Commercial Relationship Manager III - PHX

Job Category :
Business Banking

Requisition Number : COMME
004834

Posted :
January 15, 2026 |
Full-Time

Locations

Showing 1 location

43rd and Peoria Branch
Glendale, AZ 85302, USA

Description

GENERAL

SUMMARY:

Commercial Relationship Manager (RM) is responsible for business development and relationship management for business members primarily in the commercial middle market ($1MM - $5MM). The RM will grow and manage a portfolio of complex business relationships. Responsibilities include the acquisition of new business through active calling on centers of influence to solicit referrals, calling on targeted prospects and effectively managing and growing existing complex relationships.

Salary range is $ - $/annually. Job Grade, EX 16(b). Final salary is dependent on a candidate’s experience and qualifications.

QUALIFICATIONS:

Minimum Education & Experience Requirements:

  • A Bachelor’s Degree in Business Administration, finance or related field, or equivalent work experience
  • Five (5) years of direct business relationship management experience with emphasis on commercial real estate, complex credit and middle market business lending

Additional Preferred

Education & Experience:

  • Credit analysis or financial statement analysis experience related to business lending i.e. In-house commercial training program or formal credit training program, such as RMA, Omega, or Pacific Coast Banking School

Minimum Knowledge and Skill Requirements:

  • Excellent communication skills, both written and verbal
  • Strong knowledge of loan products and processes with emphasis on Commercial Real Estate, i.e. Business Term Loans, and SBA guaranty loans, and Lines of Credit, etc.
  • Ability to cross-sell products, along with proven sales and product expertise with business clients
  • Possess advanced relationship management, new business development and sales prospecting skills
  • Possess a good understanding of which types of businesses are a good fit for the loan products and deposit services that our Credit Union offers
  • Strong organizational time management skills with ability to grasp concepts and processes quickly
  • Strong teamwork skills, both within Business Dept. and all Credit Union departments
  • Strong problem solving skills; understanding when to elevate situations to supervisor for assistance
  • Member focused with excellent interpersonal skills and communication skills

COMPETENCIES:

  • Customer Focus
  • Negotiating
  • Integrity and Trust
  • Written Communications
  • Self-Development
  • Time Management

WORKING CONDITIONS/ENVIRONMENT: The job requires the employee to sit and stand a majority of the time. Infrequent lifting of up to 25 pounds may be required. The incumbent must have their own transportation and a valid driver’s license and insurance. The position will require frequent travel to branches and business locations. Some travel will include our Maricopa and Pinal Counties. The employee must be able to work a minimum of five-day workweek (40 hours) with availability for nights and/or weekends as required.

OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act.

MAJOR ACCOUNTABILITIES AND TASKS:

  • Acquires business loans and deposit accounts — Prospect in an assigned territory to bring in new business members, and develop a referral network; i.e. Branch and/or Corporate employee referrals; CPAs, Commercial Real Estate Brokers;
    Chamber of Commerce and other community contacts to expand the business member base of loans and deposits.
  • Develops, services, and retains relationships with small business members. Retention of the member base through value added and exceptional service is required.
  • Expands and retain relationships — Profile new and existing business members to ensure cross-sell of deposits, cash management, loans, and other credit union products. Follow up on all business accounts to ensure the full opportunity has been captured.
  • Works with other departments to uncover sales opportunities both current and potential business members. Make referrals to branches and other departments; i.e. Investments, consumer loans, etc.
  • Consistently provides a high level of member service to business members.
  • Manages profit and loss risk…
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