Relationship Manager

East West Bank•Dallas, TX

13d•$65,000 - $220,000

About The Position

Responsible for supporting the development and implementation of the Bank’s strategic plan for lending and treasury services for non-profit organizations including private schools and charter schools. The primary responsibility of this position will be business development with a secondary responsibility to support building the process and structure that underlies the program. This includes documenting process to support the entire life cycle - from client acquisition to servicing with an emphasis in outbound marketing efforts. A successful Relationship Manager will build productive relationships across the Bank with risk management, marketing, legal, underwriting, credit, operations, and senior management.

Requirements

15+ years of senior level knowledge and experience in financing operations, deposit products, complex treasury products / current technology trends, sales.
Demonstrated knowledge of the non-profit and charter school national market, including success in several states
Demonstrated knowledge of the state charter school finance structure
Must have long standing market relationships that allow for efficient access to deal flow.
Demonstrated track record in developing banking products and services
Experience in working in a complex banking and/or finance environment
Four-year college degree strongly preferred
Applicants must have legal authorization to work in the United States.
We do not offer visa sponsorship at this time.

Responsibilities

Source business opportunities to meet sales and retention objectives across private-schools, charter schools and related non-profit organizations across several states
Utilize existing Bank products such as tax-exempt lending to leverage new market opportunities
Build awareness and connectivity with other areas within the Bank such as credit, legal and operations to create an efficient process
Provide background and training to support development and implementation of new products
Hire, manage and support staff as needed
Provide leadership in the development, execution and management of a comprehensive marketing and sales plan that supports business development objectives and builds brand value for the Bank
Provide periodic reporting that ties marketing activity to sales results
Help keep transactions on track from inception through documentation and closing
Support underwriting work, including credit and financial analysis
Assist with loan servicing including tickler system management, collections, financial reporting collection and covenant compliance testing
Use sound judgment and experience to troubleshoot servicing challenges
Maintain up-to-date knowledge of banking services and implementation processes
Work with deposit and treasury management operations teams to ensure positive client experience
May perform other duties as assigned