Middle Market Banking - Client Manager

Vista Bank; Dallas (TX); In loco; USD 70.000 - 95.000; Tempo pieno

Vantaggi offerti da questo lavoro

Insurance

401k

Paid time off

Associate banking perks

Descrizione del lavoro

NBH Bank in Dallas, TX seeks a Client Manager to build and maintain relationships with a diverse client base, delivering simple banking solutions. You will identify opportunities, cross-sell loans and Treasury products, and monitor loan performance to support growth.

The role requires 3+ years in business/commercial banking, strong communication, and credit knowledge. You will work in a structured environment with straightforward, customer-focused processes and defined guidelines.

Competenze

• Bachelor’s degree in related field or equivalent combination of education and experience.
• 3+ years of relevant experience specifically in business, community and/or commercial banking.
• 3+ years of banking experience
• Valid driver's license and driving history that meets the Bank’s driver standards.

Mansioni

• Build and maintain relationships through collaboration and effective communication.
• Engage and motivate others while remaining attentive to needs and concerns.
• Manage a large client loan portfolio and expand existing loan relationships.
• Cross-sell the Bank’s loan, depository, and Treasury Management products.
• Assist with review and structuring of transactions and presenting deals to credit officers.
• Monitor operating performance through monthly/quarterly financial statements and loan reports.

Conoscenze

Relationship management

Communication skills

Sales skills

Credit knowledge

Financial analysis

Time management

Formazione

Bachelor’s degree in related field

Strumenti

PowerPoint

Word

Excel

CRM software

Descrizione del lavoro

It starts with our culture ...

Common sense has never been common.

If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn’t just see a number, they’d see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people’s lives and offer simple solutions.

That's the basics of Relationships. Fairness. Simplicity®. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.

We have a long-standing commitment to Equity, Diversity, and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization, and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.

As a Client Manager, you will build and maintain relationships through collaboration and effective communication. You will engage and motivate others while remaining attentive and responsive to their needs and concerns. Success in this detail-focused role requires completing work promptly, accurately, and efficiently within established guidelines. You will also help maintain the guidelines, structure, and policies that support your work with and for others.

You will provide exceptional service to a diverse group of community banking clients, helping them identify products and services that support their businesses’ success and growth. By taking a holistic approach to managing banking relationships, you will build intentional connections that deliver rewarding results.

You will manage a large client loan portfolio, expand existing loan relationships, and acquire new clients primarily by leveraging relationships within your portfolio. You will help clients explore banking solutions, including cross-selling the Bank’s loan, depository, and Treasury Management products. Your credit responsibilities will also include assisting with the review and structuring of transactions, presenting deals to credit officers, and negotiating credit terms. You will monitor operating performance through monthly/quarterly financial statements and loan reports.

Minimum Requirements:

This position requires the following educational and/or job experience:

• Bachelor’s degree in related field or equivalent combination of education and experience.
• 3+ years of relevant experience specifically in business, community and/or commercial banking.
• 3+ years of banking experience
• Driving may be required with this position. Applicants must have a valid driver's license (may not be learner’s, restricted or "to and from work" license) and driving history that meets the Bank’s driver standards. This information will be verified in a Motor Vehicle Report.

Desired Skills:

Ideal candidates for this position should possess some or all of the following skills:

• 5+ years of relevant experience specifically in business, community and/or commercial banking.
• Moody’s Risk Analyst experience
• Completed formal credit training program.
• Strong communication, writing, and sales skills
• Passionate and motivated self-starter
• Proficient in Microsoft PowerPoint, Word and Excel
• Identify key relationships to achieve strategic goals and provide strong credit knowledge
• Clearly and enthusiastically convey information and ideas in a manner that engages and persuades clients.
• Well-developed and proven organizational skills with ability to utilize time efficiently
• Ability to make sound and timely decisions, to consistently deliver on commitments, and assume responsibility for results
• A passion for educating clients on banking products and digital technologies available at the bank
• Strong work ethic and ability to complete work accurately
• Ability to think logically in order to analyse situations and make sound decisionsAbility to handle multiple tasks simultaneously

Work Environment:

We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly, and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:

• We are committed to our core value of meritocracy and supporting our associates in growing within their role

• Office setting with traditional hours.
• Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours).
• When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead.
• An associate must be able to work overtime to the extent necessary.
• Must be able to travel – estimated at 25% of the time

Benefits:

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks. For more information about the benefits offered click here.

If this is what you believe in, then you’re definitely right for us. Consider making an investment in us, so that we may invest in you and your bright future.