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Relationship Manager III - Middle Market

Company: Independent Financial
Location: Plano
Posted on: May 13, 2022

Job Description:

The Relationship Manager is responsible for developing and managing commercial banking relationships to maximize profitability to the bank with acceptable risk; through relationship management, credit management, and business development.Responsibilities:Relationship Management

  • Manages the largest and most complex relationships that require in depth analysis
  • Deliver meaningful, sustainable value to customers by anticipating needs and expectations and providing appropriate value-add solutions
  • Ensures integrity and timeliness of customer information, documentation, and data
  • Ensures each relationship is profitable and represents appropriate risk
  • Acts as subject matter expert to provide guidance and support to junior staff regarding customer questions and issues
  • Mentors junior staff and helps to manage workflow within the teamCredit Management
    • For new loan requests, assess borrower credit-worthiness in accordance with credit policy
    • Present loan opportunities to the appropriate credit approvers that include analysis and structure that are well articulated and well-reasoned
    • Ensure that loans are documented in accordance with credit approvals
    • Manage enterprise risk for products and services, including depository services and treasury management products as well as fraudulent activityBusiness Development
      • Maintain expert knowledge of commercial banking products & services
      • Consistently and aggressively pursue an active calling effort in order to maintain an extensive pipeline of new business opportunities
      • Assist less experienced Relationship Managers by providing insight and recommendations regarding marketing and deal flow management
      • Provide existing and prospective customers with appropriate financial services and advice
      • Lead community visibility and involvement through active and strategic relationships with centers of influence and organizations.
      • Maintain a pipeline of business leaders and prospectsQualifications:Education Requirements
        • Bachelors degreeMinimum Experience
          • Minimum 8 years of experience in commercial lending as a credit analyst, underwriting specialist or portfolio manager
          • Minimum 4 years of experience as a relationship manager
          • Expert understanding of treasury management services and other banking productsKnowledge/ Skills/ Abilities
            • Expert accounting & finance knowledge
            • Exceptional technical skills
            • Expert knowledge of laws and regulations, and compliance related to commercial lending
            • Demonstrated ability to negotiate on behalf of the bank and borrower while appropriately balancing risk and shareholder value
            • Strong verbal, written, and interpersonal skills, as well as analytic and problem solving skills
            • Ability to work in a team environment and demonstrate flexibility as business dictates
            • Ability & willingness to investigate, resolve, and recommend process improvement opportunities
            • Ability to effectively plan, manage, and delegate to othersJob Details:Regular

Keywords: Independent Financial, Plano , Relationship Manager III - Middle Market, Executive , Plano, Texas

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