CareerPlan

Senior Executive Relationship Manager - Middle Market, Texas

Fort Worth, TX, USFull-time2026-10-02 → 2026-11-11
On-site · United States

Core

Prospects and develops upper middle market banking relationships for companies with revenues $50M+ to drive profitability via loans, deposits, treasury management, fees, and capital markets.

Role type

Senior Executive Relationship Manager (Commercial Banking)

Builds

Commercial loan portfolios, deposit relationships, and fee-based revenue streams for upper middle market clients.

Domain

Commercial Banking / Financial Services

Required skills

consultative selling, credit risk analysis, credit structuring, underwriting, relationship management, financial statement analysis, regulatory compliance, cross-selling banking services

Preferred skills

MBA, formal credit training, syndicated credit facility experience, market development, community volunteering

Technologies

Microsoft Office, proprietary banking systems

Responsibilities

Develop and deepen relationships with upper middle market clients; lead cross-functional pre-call planning; leverage Centers of Influence for referrals; identify and mitigate credit risks; structure complex commercial loans; ensure compliance with bank policies and legal requirements; exceed production targets in call activity, new client acquisition, and funding.

Seniority

Senior, hands-on IC