Relationship Manager

FiStaff; Dallas (TX); Presencial; USD 90.000 - 130.000; Jornada completa

Descripción de la vacante

FiStaff in Dallas is seeking a banking professional with a strong commercial and credit foundation to build or continue a career in Not-for-Profit banking.

You may bring established NFP banking experience and relationships, or come from a commercial portfolio management, underwriting, credit, or relationship banking background with the financial acumen and drive to become more client-facing and ultimately own and grow a portfolio.

Formación

• Commercial banking background with credit analysis skills.
• Ability to read and interpret financial statements and cash flow.
• Experience or interest in Not-for-Profit banking and client ownership.

Responsabilidades

• Develop and manage relationships with Not-for-Profit clients and prospects.
• Understand each organization's financial position and banking needs.
• Analyze financial statements and partner with internal teams to structure solutions.
• Identify opportunities to deepen relationships and grow the portfolio.
• Build relationships with CFOs and senior financial leaders.
• Grow a portfolio of commercial Not-for-Profit relationships.

Conocimientos

Commercial banking

Credit analysis

Relationship building

Financial statements

NFP banking

Business development

Descripción del empleo

What You'll Do

In this role, you'll develop and manage relationships with Not-for-Profit organizations while helping clients navigate their broader banking and financial needs.

Responsibilities may include:

• Build and manage relationships with Not-for-Profit clients and prospects.
• Develop a strong understanding of each organization's financial position, operating model and banking needs.
• Analyze financial statements, balance sheets, income statements and other financial information.
• Partner with credit and internal banking teams to structure appropriate solutions.
• Identify opportunities to deepen existing relationships and develop new business.
• Build relationships with CFOs, executives and other financial decision-makers.
• Develop expertise in the unique financial needs of Not-for-Profit organizations.
• Manage and grow a portfolio of commercial relationships.

Who We're Looking For

We’re looking for a banking professional with a strong commercial and credit foundation who is interested in building or continuing a career in Not-for-Profit banking. You may bring established NFP banking experience and relationships, or come from a commercial portfolio management, underwriting, credit, or relationship banking background with the financial acumen and drive to become more client-facing and ultimately own and grow a portfolio.

Strong candidates will bring:

• Commercial banking, credit, portfolio management or related experience.
• Strong understanding of financial statements and commercial credit.
• Ability to communicate effectively with CFOs and other senior financial leaders.
• Relationship-building and business-development aptitude.
• Intellectual curiosity and an interest in learning a specialized segment of commercial banking.
• Initiative and the desire to build and grow a portfolio.
• Existing Not-for-Profit banking experience or relationships are highly valued but not required for the right developing candidate.

Why Consider This Opportunity?

This is an opportunity to build or continue a career in a specialized area of commercial banking, develop meaningful client relationships, and play an important role in growing a Not-for-Profit portfolio. The team values strong banking fundamentals and is willing to invest in the right person while providing room for continued growth and development.

Note: We are an equal opportunity employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.