Senior Lending Relationship Manager

Classic Bank, NA; Bastrop (TX); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Profit sharing plan

Employer-provided 401(k)

Employer-paid health insurance

Dental & Vision coverage

Basic Life & AD&D insurance

Job summary

Classic Bank, NA seeks a motivated Relationship Manager to join our community lending team in Bastrop, Texas. You will develop and manage client relationships, analyze financial information, and support sound lending decisions for personal, commercial, and mortgage loans.

The ideal candidate has 5+ years in banking or financial services, strong communication and relationship-building skills, and the ability to cross-sell banking products.

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• 5+ years in commercial, retail, and mortgage lending, banking, and financial analysis.
• Good understanding of financial statements and credit fundamentals.
• Excellent interpersonal, communication, and relationship-building skills.
• Detail-oriented with strong organizational and problem-solving abilities.
• Proficiency in Microsoft Office Suite; experience with banking systems is a plus.
• Must maintain registration with the National Mortgage Licensing System (NMLS)

Responsibilities

• Provides excellent service to both current and prospective loan customers
• Gives financial advice and counsel to customers
• Contributes to profitability and growth of the bank by building, developing, and managing new and expanded client relationships
• Actively cross-sells appropriate banking products & services to new and existing customers and refers clients to other banking areas for additional needs
• Analyzes and forms decisions on loans and terms within established lending limits, or makes recommendations to a superior or loan committee
• Manages a portfolio of loans to ensure compliance with terms and conditions
• Coordinates lending activities with others in the organization
• Coordinates and communicates with Branch Manager to assist with rotations of opening, closing, lunch periods, etc.
• Serves as the main point of contact for loans in assigned branches and serves as backup contact for other branches
• Other duties as assigned

Skills

Interpersonal communication

Relationship-building

Organizational skills

Problem-solving

Education

Bachelor’s degree in Finance/Business/Economics

Tools

Microsoft Office Suite

Banking systems

Job description

Classic Bank, NA seeks a motivated Relationship Manager to join our community lending team in Bastrop, Texas. You will develop and manage client relationships, analyze financial information, and support sound lending decisions for personal, commercial, and mortgage loans.

The ideal candidate has 5+ years in banking or financial services, strong communication and relationship-building skills, and the ability to cross-sell banking products.