Investar Bank, National Association · 4 months ago
Business Banking Relationship Manager II
Houston, TX, US
Full-time
Onsite
Senior Level
5+ years expInvestar Bank, National Association is a financial institution seeking a Business Banking Relationship Manager II. The role involves managing a portfolio of Business Banking loans, collaborating with branch managers, and providing exceptional customer service to small business clients.
BankingFinancial ServicesVenture Capital
Responsibilities
Directly or indirectly manages a portfolio of Business Banking loans
Collaborates with Branch Managers on related training in order to develop and grow Business Banking
Proactively identifies and engages with potential Business Banking customers through networking, community involvement, and referrals
Builds and maintains strong relationships with existing Business Banking clients, fostering trust and long-term partnerships
Collaborates with sales and leadership to secure, retain, and Business Banking clients
Collaborates with management on sales goals, planning, and forecasting as needed
Provides exceptional customer service, acting as a trusted advisor to clients and helping them navigate their financial decisions
Makes cold/warm calls and multiple outbound calls to potential clients as necessary
Understands client needs and offers solutions and support through a consultative process
Closes sales and works with client through the closing process as applicable
Ensures that their work is following all applicable laws, regulations, policies and guidelines
Performs all other duties as assigned
Qualification
Required
Bachelor's degree in Finance, Accounting or related field or equivalent experience required
5+ years Business Banking or lending related experience, preferably in a financial institution, required
High School Diploma or equivalent (GED) required
Strong working knowledge of small business or commercial loan documentation and commercial banking
Strong knowledge of lending services and related areas
Strong consultative sales skills
Must possess good verbal and written communication skills
Must possess good organizational and time management skills
Must possess ability to perform detailed tasks with accuracy
Must possess good financial analytical skills
Must possess knowledge of computers and computer operations MS Office software
Must possess knowledge of standard office equipment including computer, typewriter, fax machine, scanner and copy machine
Ability to work under stress and meet deadlines
Ability to operate a keyboard if required performing the essential job functions
Ability to read and interpret a document
Ability to travel if required to perform the essential job functions
Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions
Preferred
nCino Loan Origination System experience preferred
Bachelor's degree in Finance, Accounting or related field or equivalent experience preferred
Company
Investar Bank, National Association
Some may call it exceptionally brilliant, but to us, it’s just banking the way it should be.
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$107.5M2025-07-01Post Ipo Equity· $32.5M
2022-04-19Post Ipo Debt· $20M
2019-12-20Post Ipo Equity· $30M
Leadership Team
C
Corey Moore
Deputy Chief Financial Officer | EVP
Jeffery Blum
Chief Banking Officer - EVP
Recent News
2025-10-20
Morningstar.com
2025-09-18
Company data provided by crunchbase