Business Banking Relationship Manager III (Houston)
Core
Manage business banking relationships for companies with $0-10M annual gross sales, providing financial solutions and acting as a trusted advisor.
Role type
Senior IC Business Banking Relationship Manager
Builds
Loans, deposits, treasury management, and other banking services for small-to-mid-sized businesses
Domain
Commercial Banking / Small Business Finance
Required skills
Business acumen, financial statement analysis, credit risk assessment, client relationship management, cross-selling strategies, regulatory compliance, CRM utilization, team coaching, strategic planning
Preferred skills
Underwriting experience, alternative lending knowledge, advanced accounting principles, industry trend analysis
Technologies
Microsoft Office, CRM systems
Responsibilities
Develop qualified client prospects and build referral networks; analyze client needs and develop tailored relationship strategies; cross-sell banking products to existing clients; monitor customer financial performance and credit exposure; coordinate credit requests with Portfolio Managers and Credit Officers; coach and mentor junior Relationship Managers; conduct pre-call planning and post-call follow-up
Seniority
Senior, hands-on IC with supervisory responsibilities