Middle Market Banking - Client Manager

NBH Bank•Dallas, TX

1d•Onsite

About The Position

As a Client Manager in Middle Market Banking, you will build and maintain relationships through collaboration and effective communication, while responding attentively to clients’ needs. You will provide exceptional service to community banking clients, helping them identify products and services that support their businesses’ success and growth. By managing banking relationships holistically, you will build intentional connections and deliver rewarding results. You will manage a large client loan portfolio, expand existing loan relationships, and acquire new clients primarily through relationships within your portfolio. You will help clients explore banking solutions, including the Bank’s loan, depository, and Treasury Management products. Credit responsibilities include assisting with transaction review and structuring, presenting deals to credit officers, negotiating credit terms, and monitoring operating performance through monthly or quarterly financial statements and loan reports. The role is based in an office setting with traditional hours. Driving may be required, and travel is estimated at 25% of the time. The position may require working at a rapid pace for periods typically no longer than eight hours, overtime as necessary, and the ability to perform certain physical tasks such as grasping, pushing, pulling, lifting, bending, and raising or holding hands and arms overhead.

Requirements

Bachelor’s degree in a related field or an equivalent combination of education and experience.
At least 3 years of relevant experience specifically in business, community, and/or commercial banking.
At least 3 years of banking experience.
Valid driver’s license if driving is required; the license cannot be a learner’s, restricted, or to-and-from-work license, and driving history must meet Bank standards.
Strong communication, writing, and sales skills.
Ability to identify key relationships to achieve strategic goals and provide strong credit knowledge.
Ability to convey information and ideas clearly and enthusiastically in a manner that engages and persuades clients.
Organizational skills and ability to use time efficiently.
Ability to make sound and timely decisions, deliver on commitments, and take responsibility for results.
Strong work ethic and ability to complete work accurately.
Logical thinking and ability to analyze situations and make sound decisions.
Ability to handle multiple tasks simultaneously.
Ability to work at a rapid pace for periods typically no longer than eight hours, work overtime as necessary, and meet the physical demands described for certain tasks.
Ability to travel; estimated at 25% of the time.

Nice To Haves

At least 5 years of relevant experience specifically in business, community, and/or commercial banking.
Moody’s Risk Analyst experience.
Completion of a formal credit training program.
Passionate, motivated self-starter.
Proficiency in Microsoft PowerPoint, Word, and Excel.
Passion for educating clients on banking products and digital technologies available at the Bank.

Responsibilities

Build and maintain client relationships through collaboration and effective communication.
Provide service to community banking clients and help identify products and services that support their businesses’ success and growth.
Manage a large client loan portfolio, expand existing loan relationships, and acquire new clients primarily by leveraging portfolio relationships.
Help clients explore banking solutions, including loan, depository, and Treasury Management products.
Assist with reviewing and structuring transactions, present deals to credit officers, and negotiate credit terms.
Monitor client operating performance through monthly or quarterly financial statements and loan reports.
Complete work promptly, accurately, and efficiently within established guidelines.
Help maintain the guidelines, structure, and policies that support work with and for others.
Educate clients on banking products and digital technologies available at the Bank.