Business Banking Relationship Manager II (Houston)
Core
Business Banking Relationship Manager responsible for business development, relationship management, and client experience for companies with annual gross sales between $2MM and $10MM.
Role type
Business Banking Relationship Manager
Builds
Loans, deposits, treasury management, and other banking services for small-to-mid-sized businesses
Domain
Commercial Banking / Financial Services
Required skills
Business development, relationship management, financial statement analysis, credit risk assessment, cross-selling, CRM utilization, regulatory compliance, strategic planning, negotiation, market trend analysis
Preferred skills
Underwriting experience, Microsoft Office proficiency, prospecting tools experience
Technologies
CRM systems, Microsoft Office, banking core systems
Responsibilities
Prospect for new clients, develop tailored relationship strategies, retain and grow profitable client relationships, cross-sell products and services, conduct relationship review meetings, coordinate client-facing activities, manage credit requests and adhere to guidelines, monitor customer financial performance and industry trends, complete administrative responsibilities
Seniority
Mid-level, hands-on IC