Commercial Relationship Manager

ZipRecruiter; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading bank is seeking a Commercial Relationship Manager to build strong client relationships and manage a portfolio of commercial clients. The role involves coordinating loan transactions, ensuring compliance, and participating in community activities. Ideal candidates will have a Bachelor's degree and significant experience in lending and relationship management.

Benefits

401(k) Plan with 6% Match

Health, Dental, Vision Insurance

Company-paid Life Insurance

Tuition and Fitness Reimbursements

Paid Time Off

Volunteer Leave

Holidays

Qualifications

• Minimum of 5 years of experience in lending and relationship management.
• Proficiency in Microsoft Office Suite, especially Excel and Word.

Responsibilities

• Expand, manage, and optimize a portfolio of commercial clients.
• Lead and participate in the acquisition and documentation of loan and deposit transactions.
• Manage all aspects of client relationships, including loans and deposits.

Skills

Relationship Management

Sales

Leadership

Education

Bachelor’s Degree in Business Administration

Bachelor’s Degree in Economics

Bachelor’s Degree in Finance

Bachelor’s Degree in Mathematics

Bachelor’s Degree in Statistics

Tools

Microsoft Office Suite

Job description

Job Description

Commercial Relationship Manager

Sunflower Bank, N.A. is looking for self-motivated, well-rounded Commercial Relationship Managers to create possibilities for their customers. We have the people, platform, and reach to launch success for those who want to close deals. Successful bankers in our organization have confident relationship-building skills, strong personal brands, and a consistent track record of generating business. If you bring passion, we provide the team, a thriving environment, and support to bring out your best!

Summary

The Commercial Relationship Manager works as part of a collaborative commercial lending team, in conjunction with senior management, to develop, implement, and execute a defined business plan and market strategy.

Primary Responsibilities

1. Expand, manage, and optimize a portfolio of commercial clients.
2. Lead and participate in the acquisition and documentation of loan and deposit transactions.
3. Coordinate credit applications and credit administration.
4. Structure and price loan, deposit, and treasury management transactions/relationships.
5. Present credit requests to senior management and/or the Loan Committee for review and approval.
6. Manage all aspects of client relationships, including loans, deposits, and other products.
7. Refer non-loan banking services to specialists in Wealth Management, Residential Mortgages, Treasury Management, and other departments.
8. Respond to referrals from management and others.
9. Participate in new business development and acquire new clients.
10. Interview loan and deposit applicants.
11. Structure, analyze, and approve new and renewed loans within lending authority.
12. Close loans and deposit relationships.
13. Complete documentation and monitor compliance with policies and regulations.
14. Work with credit to assign risk grades and handle past due loans.
15. Assist customers with service inquiries related to lending and non-lending issues.
16. Send financial statements to credit analysts for analysis.
17. Monitor and evaluate the performance of direct reports and provide training as needed.
18. Participate in community activities and promote all company products and services.
19. Ensure adherence to industry laws, regulations, policies, and ethical standards.
20. Understand and participate in the Bank’s Community Reinvestment Act program.
21. Perform other duties as assigned.

Education / Experience

• Bachelor’s Degree in Business Administration, Economics, Finance, Mathematics, or Statistics with at least 12 semester hours of Accounting.
• Minimum of 5 years of experience in lending and relationship management, focusing on credit relationships, deposits, and treasury management.
• Proficiency in Microsoft Office Suite, especially Excel and Word.
• Strong sales and leadership skills.
• Ability to work flexible hours and be bondable.

Pay depends on knowledge, skills, abilities, experience, and location.

Benefits

Employees enjoy outstanding benefits, including:

• 401(k) Plan with 6% Match
• Health, Dental, Vision Insurance
• Company-paid Life Insurance
• Tuition and Fitness Reimbursements
• Paid Time Off, Volunteer Leave, Holidays

Plus many employee perks and incentives!

We aim to be more than a bank — we strive to be the financial backbone of our customers' lives, starting with our team.

If qualified, apply online at www.sunflowerbank.com/careers.

Join us at Sunflower Bank!

EOE/AA: Minorities/Disabled/Vets

Open until filled; early applications encouraged. This posting may be used to fill similar roles within 90 days.

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