Commercial Relationship Manager II - Energy

Davita Inc.; Dallas (TX); On-site; USD 150,000 - 195,000; Full time

Job summary

Davita Inc. is seeking a Relationship Manager II - Energy to expand its customer base and enhance the Energy loan portfolio. The ideal candidate will leverage their expertise in Energy banking and client management to foster long-term relationships, ensuring compliance and underwriting standards are met. This role not only focuses on generating new clients but also involves providing exceptional service and communication, representing the bank in a professional manner.

Benefits

401(k) match

Employee stock purchase plan

Paid time off

Medical, dental, and vision coverage

Company-paid life insurance

Long-term disability benefits

Employee assistance program

Qualifications

• Advanced knowledge of Energy banking products.
• Proven performance in a commercial banking environment.
• Experience developing new client relationships.

Responsibilities

• Drive new business development through calling activity.
• Manage and analyze clients' financial positions.
• Ensure all Energy loans meet lending quality and compliance.

Skills

Client Relationship Management

Networking

Financial Analysis

Education

Bachelor's degree in finance, business, or energy related studies

Formal credit training

Job description

Position Summary
The Relationship Manager II - Energy builds a customer base of new clients through prospecting, community involvement and proactive business development activities as well as networking and building centers of influence. Increases the Energy loan portfolio through sound underwriting practices, generates Energy loan fee income and assists in increasing core deposits for the Bank. Develops and expands relationships for long term business partnering with customers while referring prospective business and individual clients to internal business partners.

Duties & Responsibilities

• Drive new business development through consistent and focused calling activity.
• Meet or exceed all performance goals and targets related to the identification, solicitation and acquisition of new clients.
• Structure products and service solutions to maximize opportunities for the Bank as well as meet individual client needs.
• Track prospecting efforts through our sales management software.
• Provide comprehensive portfolio management; analyze customers' needs and ascertain their financial position and credit worthiness; establish and negotiate terms, costs, repayment methods, collateral requirements and rates; manage relationship with customer monitoring repayment activities and variance in changes in the company.
• Ensure that all Energy loans meet credit/financial requirements for lending quality and compliance as determined by the Bank.
• Follow all processes and procedures for loan documentation and review as outlined by the Bank.
• Build relationships based on trust, and strategic partnerships with business owners and other decision makers.
• Analyze, synthesize and communicate complex data, financial data and related issues in an accurate, objective and straightforward manner.
• Interact with internal and external clients and provide extraordinary service.
• Develop and maintain trusted, positive relationships with other employees, clients and vendors.
• Represent the Bank and Energy Banking team in a highly professional manner.
• Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
• Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations and industry best practices.
• Reliable and predictable on-site attendance.

Education & Experience

Knowledge of:

• Advanced knowledge of Energy banking products and services including credit analysis, underwriting and treasury management product and services.
• Demonstrated ability to network and build centers of influence
• Successful experience developing new client relationships across a variety of middle-market companies through calling efforts and proprietary referral networks.
• Proven performer as an Energy loan officer in a high performing commercial bank environment is required; familiarity with the metro market and region is preferred.
• Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations.

• Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally.

Education:

• Bachelor's degree, preferably in finance, business, energy related studies, economic, or equivalent work experience.
• Formal credit training, an advanced degree and/or ongoing AIB seminars and other resources is highly preferred.

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $150,000-195,000 annually)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being-now and in the years to come-are important to us. Busey's Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey's commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey's Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.