Relationship Manager (78230)

TEXAS SECURITY BANK; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Job summary

Texas Security Bank seeks a Commercial Relationship Manager to build a portfolio of lending and treasury management relationships in the DFW area, reporting to an Associate Managing Director. You will prospect, underwrite, and close loans while delivering exceptional client service.

The ideal candidate has 7+ years of commercial lending experience, a business/finance degree, and strong credit training. You will manage multiple priorities, mentor junior staff, and drive cross-selling initiatives.

Qualifications

• Bachelor's or Master's degree in Business, Finance or Accounting, or equivalent work experience.
• Track record of success in developing, building, and managing a portfolio of commercial banking relationships (Lending, Treasury Management, Ancillary Business Services).
• Formal bank credit training.
• 7+ years of commercial lending experience.
• Excellent customer service skills.
• Strong personal motivation and attention to detail.
• Exceptional organizational skills.

Responsibilities

• Consistent prospecting activities, in conformance with TSB business development process.
• Developing and managing an ongoing pipeline of realistic, potential deposit and loan prospects.
• Properly underwriting, and detailed presentation to loan committee of potential loan prospects.
• Effectively managing the closing and on-boarding process for new clients to achieve an excellent client experience.
• Meeting or surpassing all loan, deposit, fee income and cross selling/referral goals.
• Servicing client portfolio to achieve an excellent client experience.
• Actively assisting in the ongoing development of Commercial Banking Analysts and Relationship Managers (level I).

Skills

Commercial lending

Credit underwriting

Relationship management

Customer service

Portfolio management

Education

Bachelor's or Master's degree in Business, Finance or Accounting

Job description

A Commercial Relationship Manager (RM) at Texas Security Bank will report to an Associate Managing Director and will be responsible for building a portfolio of commercial banking relationships (lending and treasury management and ancillary services) in the DFW area. This will include prospecting and business development activities, credit underwriting, loan documentation and closing along with delivering excellent value-added customer service.

Responsibilities

• Consistent prospecting activities, in conformance with TSB business development process.
• Developing and managing an ongoing pipeline of realistic, potential deposit and loan prospects.
• Properly underwriting, and detailed presentation to loan committee of potential loan prospects.
• Effectively managing the closing and on-boarding process for new clients to achieve an excellent client experience.
• Meeting or surpassing all loan, deposit, fee income and cross selling/referral goals.
• Servicing client portfolio to achieve an excellent client experience.
• Actively assisting in the ongoing development of Commercial Banking Analysts and Relationship Managers (level I).

Qualifications

• Bachelors or Masters Degree in Business, Finance or Accounting or equivalent work experience.
• Track record of success in developing, building, and managing a portfolio of commercial banking relationships (Lending, Treasury Management, Ancillary Business Services.
• Formal bank credit training.
• 7 + years of commercial lending experience.
• Excellent customer service skills.
• Strong personal motivation and attention to detail.
• Exceptional organizational skills.
• Ability to multi-task and manage time wisely.
• Ability to work independently and in a team environment.

Texas Security Bank is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.