Relationship Manager III in Dallas, TX

View All Finance & Insurance jobs

Industry:

Finance & Insurance   •  

11 - 15 years

Posted 7 weeks ago

Position Description

Summary:

Proactively grows bank revenue by focusing on prospective medium size companies to offer an appropriate suite of products and services in response to the client's needs. Build a portfolio of clients by performing the following duties:

Essential Duties and Responsibilities include the following. Other duties may be assigned.

  • Identifies and solicits prospective banking relationships meeting the Bank's client profile and evaluates creditworthiness while ensuring compliance with Bank's credit policy.

  • Effectively manage, develop and retain quality business relationships by providing clients with outstanding service and solutions.

  • Earn the client's full banking relationship by leveraging and cross-selling the Bank's suite of products based on client's needs.

  • Monitor client portfolio including overdrafts, past due loan payments, credit and collateral exceptions and loan grades. Identify any deteriorating credit situations and elevate as necessary to credit executives.

  • May supervise, lead and direct the work of others.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Desired Skills and Experience:

Minimum of ten years proven and progressive business development and credit experience

  • Bachelor's degree -- finance or accounting preferred
  • Strong sales, analytical, negotiation, communication and teamwork skills
  • Self-motivated and driven to succeed in organically growing new business
  • Computer knowledge to include spreadsheets, Internet software, E-mail, and word processing