Commercial Relationship Manager jobs in United States
cer-icon
Apply on Employer Site
company-logo

Southside Bank · 4 hours ago

Commercial Relationship Manager

Southside Bank is seeking a Commercial Relationship Manager to provide commercial lending activities in compliance with the bank’s policies. The role focuses on generating new customer relationships and maintaining the existing commercial customer base while ensuring compliance with regulations and promoting bank products and services.

BankingFinanceFinancial Services

Responsibilities

Responsible for commercial customer development
Responsible for marketing Bank products and services
Responsible for customer deposit and check approval
Available to attend weekly Director’s Loan Committee meetings and/or monthly Asset/Liability Committee meetings, when requested
Responsible for commercial real estate lending
Responsible for light consumer lending
Responsible for investment and working capital lending
Participates in and encourages Bank networking
Represents the Bank in public, social, and civic gatherings
Remains current on regulations, analysis, and current trends in banking through continuing education classes/seminars
Consistent engagement in the community to identify and originate personal mortgages (if licensed and trained) at the branch level
If licensed and trained, interviews residential mortgage loan applicants and requests information to complete a thorough loan application
Supervises support staff in both their work assignments and performance development (performance appraisals)
Provides leadership to others through example and sharing of knowledge/skill
Maintains positive relationships and promotes efficiency among a group of workers
Attends various meetings outside of the Bank (i.e. board meetings, etc.)
Maintains confidentiality of all sensitive Bank information
Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide
Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees
Participates in proactive team efforts to achieve departmental and company goals
Understands and agrees to abide by the policies and procedures established at Southside Bank
Responsible for complying with audit policies and procedures as they pertain to this position
Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program
Must comply with all applicable laws and regulations
Complies with all safety policies, practices, and procedures. Report all unsafe activities to supervisor and/or Human Resources
Performs additional duties, as assigned or directed

Qualification

Commercial lending experienceCustomer relationship managementCreditUnderwriting knowledgeSales experienceCommercial banking knowledgeAnalytical skillsBasic algebraGeometryPC proficiencyInterpersonal skillsCommunication skillsOrganizational skillsProblem-solving skills

Required

Bachelor's degree in finance, business, or another applicable field is preferred
Minimum of three to five years of direct lending or credit analyst related experience with a focus on commercial/business relationships
Extensive knowledge of the Commercial Banking industry products and services offered
Adequately trained and working knowledge of credit and underwriting experience
Sales experience and familiar with loan processing and closing procedures

Preferred

Postgraduate banking certificate/training, preferred

Benefits

Medical, Prescription Drugs, Dental, and Vision Insurance
Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
401(k) with a Match
Basic, Voluntary, and Dependent Life Insurance
Paid Time Off
Paid Bank Holidays
Workplace Wellness Programs
Employee Assistance Programs
Tuition Reimbursement

Company

Southside Bank

twittertwitter
company-logo
Southside Bancshares is a banking company that specializes in personal banking, business banking, mortgage, and equity lending.

Funding

Current Stage
Public Company
Total Funding
$100M
2020-11-18Post Ipo Debt· $100M
1998-05-20IPO

Leadership Team

leader-logo
Keith Donahoe
President
linkedin
Company data provided by crunchbase