Relationship Manager I - Public Finance

Frost; Dallas (TX); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision, long-term-dis

401(k) matching

Generous holiday and paid time off

Tuition reimbursement

Employee Assistance Program

Referral bonus program

Job summary

Frost in Dallas is seeking a Relationship Manager I to build and sustain commercial banking relationships, grow a profitable portfolio, and ensure customer satisfaction with integrity and care.

You will collaborate with loan centers, monitor credit quality, and mentor junior team members while delivering first-class service to clients and prospects.

Qualifications

• Formal credit training or 2-3 years lending experience.
• Ability to communicate with all levels of personnel.
• Excellent written and verbal communication skills.
• Proficient in Microsoft applications.

Responsibilities

• Reach and maintain your target portfolio size within a specified time frame
• Call prospects who are potentially profitable to the bank
• Always maintain the best interest of both the bank and customers in all matters
• Develop an efficient working relationship with Concurrence and the Small Business Loan Center for loan requests
• Closely monitor the assigned loan portfolio for any deterioration in repayment ability
• Advise, teach, and train associate relationship managers on how to best serve our customers

Skills

Communication skills

Interpersonal skills

Cross-level communication

Education

Bachelor’s degree

Accounting coursework

Tools

Microsoft Office

Job description

Job Description

It’s about names, not numbers.

Do you consider yourself to be a self-starter? Passionate about financial literacy? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, then the Relationship Manager I role might be for you!

At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.

Who you are:

As a Relationship Manager I, it’s all about building relationships. In this role, you are responsible for the overall quality and longevity of our commercial customers’ relationships with the bank. Our relationship managers are adaptable, inquisitive, and driven to succeed. You will have the opportunity to be a part of a team that wins commercial awards year after year for customer service, valuing long-term relationships above all else. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind.

What you’ll do:

• Reach and maintain your target portfolio size within a specified time frame

• Call prospects who are potentially profitable to the bank

• Always maintain the best interest of both the bank and customers in all matters

• Develop an efficient working relationship with Concurrence and the Small Business Loan Center for loan requests

• Closely monitor the assigned loan portfolio for any deterioration in repayment ability

• Advise, teach, and train associate relationship managers on how to best serve our customers

What you’ll need:

• Formal credit training or 2-3 years lending experience

• Ability to communicate with all levels of personnel

• Excellent written and verbal communication skills

• Proficient in Microsoft applications

Additional Preferred Skills:

• Bachelor’s degree

• Completion of 6+ hours of accounting coursework

Frost Benefits:

At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:

• Medical, dental, vision, long-term disability, and life insurance

• 401(k) matching

• Generous holiday and paid time off schedule

• Tuition reimbursement

• Extensive health and wellness programs, including our Employee Assistance Program

• Referral bonus program + more!

Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it’s about being part of something bigger. If this sounds like you,