Commercial Banking Relationship Manager- Austin, TX- Mopac

Texas Partners Bank • Austin, TX

139d

About The Position

The Commercial Banking Relationship Manager will source, sell to, and manage relationships with commercial banking clients. They will grow revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing customer relationships. Collaborate with team members for acquisition, expansion and retention of clients. Manage loan and portfolio credit quality through active relationship management, source prospects and develop new customer relationships. Provides financial advice to clients and sells appropriate bank products and services to those prospects and clients. Business must include commercial and industrial (C&I). The Commercial Banking Relationship Manager will evaluate a client’s financial data or investment options and recommend strategies based on the client’s risk profile and personal financial statements. They will maintain compliance with all applicable laws and regulations to achieve satisfactory procedural and compliance audits or examinations. This position relies on extensive experience and judgment to plan and accomplish goals. Report to senior management. Escalate critical matters when necessary and update manager on a regular basis. Ensures excellent internal and external client relations at all times.

Requirements

• Bachelor’s degree in Finance, Business or related field required.
• At least 7 years banking experience, preferably in commercial banking.
• Knowledge of credit process /formal credit training and commercial banking products and services is preferred.
• 5+ years commercial banking with demonstrated superior sales performance and actively managed a cross-marketed portfolio is preferred.

Responsibilities

• Execute integrated sales and relationship strategies that are in alignment with the bank’s business plan to achieve desired revenue and service standards by meeting assigned goals.
• Responsible for client satisfaction and relationship profitability, while providing customers with a single point of contact within the bank.
• Serve clients by identifying clients’ needs and cross-sell the full range of bank products and services to new and existing clients.
• Participate in joint calls/meetings with business partners within the bank to develop customer relationships and support specific product sales across business lines.
• Use sound judgment in qualifying potential customers and related business deals. Ensure customers meet credit and compliance criteria.
• Partner with Credit Analyst to ensure all necessary documents are delivered to allow for a complete credit assessment.
• Build and manage portfolio including monitoring credit quality and taking action as appropriate.
• Ensure that all client services and product processing activities are carried out in accordance with all regulatory, legal and governmental regulations. Work with corporate compliance, loan and deposit operations to ensure conformity with bank policies, procedures and Federal and State regulations and laws.
• Represent the bank in civic and community functions to further enhance its image and develop expanded business.
• Attend meetings and training as required to continue development and to enhance knowledge of products, processes and technologies.
• Adhere to all bank policies, procedures and regulatory requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree