Deposit Relationship Manager

East West Bank

Dallas (TX)

On-site

USD 65,000 - 250,000

Full time

14 days+

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Job summary

A leading bank is seeking a Relationship Manager to enhance and develop commercial lending relationships in Dallas, TX. This role entails driving deposit sales, managing client interactions, and ensuring the achievement of sales goals. The ideal candidate will have a strong background in financial services, exceptional communication skills, and proven success in business development.

Qualifications

10+ years of sales/financial services experience.
Strong network of COI and relationships in related industries.
Excellent verbal and written communication skills.

Responsibilities

Initiate and develop new deposit and commercial lending relationships.
Close sales of deposit services and loans.
Conduct due diligence and assess the risks for credit facilities.

Skills

Business Development

Relationship Building

Communication

Sales

Education

Bachelor's Degree in Finance, Accounting, Management, Marketing

Job description

Direct message the job poster from East West Bank

Initiate and develop new deposit and commercial lending relationships and close sales of deposit services and loans in Commercial Lending. Actively partner with RM's and other EWB sales professionals in the Commercial Banking, Private Banking and Middle Market segments to acquire, expand and retain targeted customer relationships. Responsible for achieving target deposit and loan goals by performing the following duties.

Contribute to Commercial Lending success annual sales & revenue plans by:
Closing Deposit sales and loans.
Actively prospects new customers and penetrates the existing client relationships.
Assumes the overall responsibility to conduct due diligence, assess the risks and structure the credit facilities
Participate in client meetings & proposals.
Initiating Deposit sales independently through prospecting and projects/initiatives.
Lead client meetings & author client proposals. Collaborate with appropriate EWB Bank partners.
Aggressive calling program targeting Controllers, Property managers, and 1031 Exchange, title and escrow companies, HOA, fiduciary segments for new business growth of all existing relationships. Responsible for carrying out targeted deposit generating strategies.
Preparing documentation and following through for proper booking, of sales credit, checkbooks, etc. Following-up with customers to ensure satisfaction.
Provide first-point-of-contact support for Deposit related and other non-credit matters for RM customers and customers who self-select to contact the incumbent.
Act as an expert advisor for the clients. Resolve client requests and/or issues independently.
Maintain databases and results tracking as needed to support the Division's sales of Deposit products and growth.
Make presentations to Division employees, Division Managers, and senior management regarding Deposit
Other projects as assigned by management.

Qualifications:

Bachelor's Degree in Finance, Accounting, Management, Marketing or 10+ years equivalent work experience in lieu of degree.
Minimum of 10 years sales/financial services experience.
Strong network of COI and established relationships in related industries
Masterful at relationship building and business development with strong influential and decision making skills
Demonstrated business acumen with knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services
Excellent communication skills with all levels of external and internal clients
Very strong written and verbal communication skills.

Compensation

The base pay range for this position is USD $65,000.00/Yr. - USD $250,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.

Seniority level