Middle Market Banking - Client Manager

NBH Bank; Dallas (TX); In loco; USD 70.000 - 110.000; Tempo pieno

Vantaggi offerti da questo lavoro

Insurance

401k

Stock purchase program

Paid time off

Associate banking perks

Descrizione del lavoro

NBH Bank in Dallas, TX is seeking a Client Manager to build and maintain relationships with commercial banking clients. You will manage a large loan portfolio, identify banking solutions, and cross-sell loan, depository, and Treasury Management products while coordinating with credit officers.

The role emphasizes relationship development, timely decisions, and delivering exceptional service in a fast-paced, client-focused environment.

Competenze

• Bachelor’s degree or equivalent combination of education and experience.
• 3+ years in business, community and/or commercial banking.
• 3+ years of banking experience.
• Valid driver’s license with eligible driving history.

Mansioni

• Build and maintain relationships with a diverse group of clients.
• Identify products and services to support client growth.
• Manage a large client loan portfolio and cross-sell products.
• Review, structure, and present credit transactions to credit officers.

Conoscenze

Strong communication

Sales skills

Time management

Credit knowledge

Decision making

Moody’s Risk Analyst experience

Credit training

Microsoft PowerPoint

Microsoft Word

Excel

Formazione

Bachelor’s degree in related field or equivalent

Strumenti

Moody’s Risk Analyst tools

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.