Business Banking Relationship Manager II (Dallas)
Core
Business Banking Relationship Manager responsible for business development, relationship management, and client experience for companies with annual gross sales of $2MM to $10MM, providing financial solutions including loans, deposits, and treasury management.
Role type
Business Banking Relationship Manager
Builds
Long-term profitable client relationships and revenue growth through tailored financial strategies.
Domain
Commercial Banking / Corporate Finance
Required skills
Business development, relationship management, credit risk assessment, financial statement analysis, underwriting, cross-selling, CRM utilization, strategic planning, risk monitoring, client negotiation
Preferred skills
Underwriting experience, Microsoft certifications, prospecting tools proficiency
Technologies
CRM systems, Microsoft Office, One Bank Sales Cycle
Responsibilities
Prospect for new clients, develop tailored relationship strategies, retain and grow long-term profitable client relationships, cross-sell banking products, conduct relationship review meetings, coordinate client-facing activities, monitor customer financial performance and credit exposure, achieve credit standards and metrics.
Seniority
Mid-level, hands-on IC