Relationship Manager

Hanmi Bank; Dallas (TX); On-site; USD 59,000 - 104,000; Full time

Job summary

A leading financial services company in Dallas is seeking a Relationship Manager to oversee and develop client portfolios. The role involves business development, compliance with banking regulations, and providing exceptional client service to enhance relationships. Candidates should possess strong sales and analytical skills, along with a Bachelor's degree in a related field. This full-time position offers a competitive salary and benefits package.

Benefits

Paid sick time off

Medical, dental, vision insurance

Retirement accounts

Qualifications

• 3+ years in sales or relationship management required.
• Strong knowledge of sales management phases and techniques.

Responsibilities

• Manage a portfolio of clients and develop new business opportunities.
• Ensure compliance with banking regulations and policies.
• Analyze clients' financial strategies and recommend services.

Skills

Business Development

Client Relationship

Financial Analysis

Sales Management

Communication

Education

Bachelor’s degree in Business, Finance, or Accounting

Job description

2 days ago Be among the first 25 applicants

Direct message the job poster from Hanmi Bank

SUMMARY

The Relationship Manager (“RM”) is responsible for managing and developing a portfolio of new and expanding existing productive and profitable relationship with clients with emphasis on business and industrial companies ranging from complex credits to deposit only relationships through external business development calls and referrals. The RM is ultimately responsible for all aspects of the client experience ranging from credit needs to customer service and operations.

Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA (Gramm-Leach-Bliley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd–Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act.

REQUIRED DUTIES

1. Develops and manages a portfolio of private, business and/or industrial clients ranging from complex credits to deposit only relationships. Acts as lead negotiator with prospects & clients.

2. Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships via interest income, fee income and/or cash management revenue.

3. Identifies and sells appropriate bank products and services to those prospects and clients.

4. Builds strong relationships with referral sources, centers of influence, etc.

5. Analyzes the client's financial and operating strategies and recommends alternative or additional financial services to best meet the client's immediate and long-term personal and business needs.

6. Gathers financial information and analyzes potential customers’ and customers’ creditworthiness and financing requirements.

7. Structures credits jointly with Credit Officers and Department Managers.

8. Operates computer terminal or personal computer to process account activity, determine balances and resolve problems within given authority.

9. Achieves sales and service goals by utilizing effective sales practices to sell bank products, implementing effective customer service techniques, referring customers to appropriate business partners, and resolving customer issues as they arise.

10. Responds to and anticipates clients’ financial needs, solving problems and following through with exceptional service that provides a differentiated customer experience that supports our value proposition.

11. Proactively sources, acquires and expands high value customer relationship by maximizing sale and service opportunities.

12. Minimizes problem credits and/or delinquencies by maintaining high credit standards, good documentation procedures and timely collection efforts.

13. Meets with customers on a regular basis to enhance the trusted advisor relationship and become a trusted advisor ensure business needs are being met.

14. Responds to incoming emails and telephone calls in a professional manner to ensure that the client requests are met in a timely fashion.

15. Prepares and coordinates documents for client meetings and presentations.

16. Refers opportunities to segment partners where appropriate.

17. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.

18. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.

19. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values.

20. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.

21. Performs duties specific to the position and other functions as assigned.

MINIMUM REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• Bachelor’s degree in Business, Finance, and Accounting or related major required from an accredited college or university; or 3+ years in sales or relationship management; Work related experience must consist of banking, financial services and/or client management. Knowledge of financial analysis, risk evaluation, loan documentation and commercial loan experience.

• Strong knowledge of various phases of sales management, including planning, goal setting, project/time management and selling techniques.

• Excellent business development and client relationship skills.

• Detail orientated with exceptional sales and analytical skills.

• Requires the ability to create and conduct presentations and prepare final proposals for qualified prospects as a final step in establishing financial relationships.

• Excellent interpersonal, verbal and written communication skills.

• Intermediate skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position.

• Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.

• Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees.

• Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.

• Ability to work with no supervision while performing duties.

• Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

Pay $59,000 - $104,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate’s current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company’s sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts.

We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law.

The application window for this position is expected to close on August 13, 2025.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and General Business

• Industries

  Financial Services and Banking

Referrals increase your chances of interviewing at Hanmi Bank by 2x

Sign in to set job alerts for “Relationship Manager” roles.

Account Executive (Remote - Central or Eastern Region)

Dallas, TX $37,000.00-$70,000.00 2 weeks ago

Senior Vice President Relationship Manager

Dallas, TX $160,000.00-$165,000.00 1 month ago

Dallas, TX $80,000.00-$110,000.00 7 hours ago

Enterprise Account Executive - Retail & Hospitality

Relationship Manager I - Multifamily Capital

Relationship Manager I - Business Banking

Business Relationship Manager I - Officer

Dallas, TX $100,000.00-$120,000.00 2 weeks ago

Territory Account Executive - Hemp / Cannabis Brands - Dallas

Irving, TX $86,000.00-$129,000.00 2 weeks ago

Relationship Manager I - Business Banking

Relationship Manager I - Business Banking

Dallas, TX $60,000.00-$90,000.00 3 days ago

Relationship Manager Middle Market Dallas

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.