Middle Market Banking - Client Manager

NBH Bank • Dallas, TX

2d • Onsite

About The Position

The Client Manager builds and maintains relationships with community banking clients through collaboration, effective communication, and responsive service. The role helps clients identify banking products and services that support business success and growth, taking a holistic approach to managing relationships.

The Client Manager manages a large client loan portfolio, expands existing loan relationships, and acquires new clients primarily by leveraging portfolio relationships. The role helps clients explore the Bank’s loan, depository, and Treasury Management products, and supports credit review and transaction structuring, deal presentations to credit officers, and negotiation of credit terms. The Client Manager monitors operating performance using monthly and quarterly financial statements and loan reports.

This position is based in an office setting with traditional hours and requires estimated travel of 25% of the time. Driving may be required. The associate must be able to work overtime as necessary and at a rapid pace for extended periods, typically no longer than eight hours.

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 and a driving history that meets the Bank’s driver standards, if driving is required for the position.

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.
• Strong communication, writing, and sales skills.
• Self-motivation and initiative.
• Proficiency in Microsoft PowerPoint, Word, and Excel.
• 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.
• Well-developed organizational skills and ability to use time efficiently.
• Ability to make sound and timely decisions, deliver on commitments, and take responsibility for results.
• Interest in educating clients about the Bank’s products and digital technologies.
• Strong work ethic and ability to complete work accurately.
• Logical thinking and sound decision-making.
• Ability to handle multiple tasks simultaneously.

Responsibilities

• Build and maintain client relationships through collaboration and effective communication.
• Provide exceptional service to community banking clients and help them 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 relationships within the portfolio.
• Help clients explore and cross-sell the Bank’s loan, depository, and Treasury Management products.
• Assist with reviewing and structuring transactions, presenting deals to credit officers, and negotiating credit terms.
• Monitor client operating performance through monthly and quarterly financial statements and loan reports.

Benefits

• Insurance
• 401(k)
• Associate stock purchase program
• Paid time off
• Associate banking perks

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level