Middle Market Banking - Relationship Manager II

NBH Bank; Dallas (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

An established industry player is seeking a dynamic Relationship Manager II to enhance client relationships and drive growth. This role involves managing a portfolio, providing tailored financial solutions, and ensuring compliance with banking regulations. The ideal candidate will possess strong business development and communication skills, along with a deep understanding of credit and finance. Join a forward-thinking team that values innovation and client satisfaction, and be part of a rewarding banking experience that prioritizes both client needs and professional growth.

Qualifications

• 7+ years of relevant experience in banking or finance.
• Strong business development and sales skills are essential.

Responsibilities

• Manage and grow an assigned portfolio of clients.
• Provide financial advice and counsel regarding banking trends.

Skills

Business Development

Networking

Communication Skills

Sales Skills

Financial Analysis

Interpersonal Skills

Time Management

Education

Bachelor’s degree in business or finance

MBA or master’s degree in business or finance

Tools

Microsoft Outlook

Microsoft Excel

Microsoft Word

Job description

Middle Market Banking - Relationship Manager II

Job Description

Posted Friday, April 11, 2025 at 6:00 AM

At our Bank, we believe common sense is more than just banking. We believe in finding financial solutions that cater specifically to our client’s needs. We are looking for talented associates who understand the complexities of life and will offer simple solutions that best fit the needs of our clients.

If this is what you believe in, then you’re definitely right for us. And, we might be the right bank for you.

This job requires connecting with people quickly in an outgoing, friendly manner. The use of persuasive communication skills to gain the interest and involvement of others in the work process is an important aspect of the job. An extreme sense of urgency is needed, combined with getting work done in complete, accurate detail and in accordance with company standards and policies. The motivation for this position comes from a strong sense of duty and a feeling of responsibility for completing work both quickly and correctly. A faster than average work pace is necessary combined with impatience for results. Follow-up of delegated work must be very thorough. Decision making will be done with the ideas and advice of others, but always carefully and cautiously within the guidelines of established company policy. Selling ideas to others and the ability to train, teach and motivate a team are strong aspects of this position. Change is an ongoing occurrence of this job and will be approached conservatively and with the support and guidance of management.

As a Commercial and Specialty Banking Relationship Manager II, you will ensure the overall success and growth of an assigned portfolio by deepening relationships of existing clients and through the acquisition of new clients, while cross-selling lending, depository and Treasury Management products to new and existing bank clients. You will be responsible for a variety of tasks including reviewing the clients' credit needs, designing solutions, negotiating credit terms, loan repayment methods and collateral specifications with the client. You will manage the existing portfolio of clients and monitor the client relationship for compliance with credit standards, as well as updating financials, maintaining insurance on bank collateral and reviewing loans for accurate grades, and handle relationships greater than $2 million in credit exposure and over $25,000 in fee income. Additionally, Commercial and Specialty Banking Relationship Manager IIs are expected to provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends, review loan documents to ensure that they are in accordance with the Loan Policy and with banking laws and regulations, maintain compliance with all Federal and State regulations, including laws, rules and regulations dealing with safety and soundness, consumer protection and privacy and non-discrimination, build a great rapport with clients and fellow associates, and treat others with respect and consideration regardless of their status or position.

All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.

Minimum Requirements: To be considered for this position, you must possess the following qualifications:

• Bachelor’s degree in business, finance or related field or combination of education and work experience.
• 7+ years of relevant experience.
• Good managerial, communication and sales skills.

Desired Qualifications: To be considered an ideal candidate, you should possess some of the following qualifications:

• MBA or master’s degree in business, finance or related field or combination of education and work experience.
• 7+ years of Commercial or Specialty experience.

Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list:

• Strong business development skills as well as an overall understanding of credit and business finance.
• Strong networking skills and participation in networking events in the market area.
• Competent in the operation of standard office equipment including computer, fax, ten (10) key calculator and phone.
• Competent in the use of standard office software including Microsoft Outlook, Excel and Word.
• Solid knowledge of banking policies, regulations and compliance issues.
• Solid ability to analyze financial statements.
• Solid knowledge of basic accounting principles.
• Must possess a valid driver’s license.
• Strong interpersonal skills with the ability to build peer and/or team cohesiveness to deliver the full complement of bank products and services.
• Self-directed and motivated to accomplish tasks, meet objectives and committed timelines.
• Strong oral and written communication skills with the ability to clearly and concisely articulate issues.
• 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).
• Must be able to work extended hours to the extent necessary.
• Must be able to travel to the extent as necessary.

Thank you for your application! The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources.

The Bank's policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. The Bank is proud to be a drug-free workplace.

Selected candidate(s) for hire must complete the following prior to employment: a criminal history report, global screen, drug screen, employment credit report and if applicable, a driving record. Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.