SouthState Bank · 6 hours ago
Commercial Relationship Manager III - Houston, TX
Houston, TX
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expSouthState Bank is a trusted financial partner known for its commitment to helping customers and fostering relationships. The Commercial Relationship Manager III will actively participate in business development, manage a loan portfolio, and ensure compliance with banking regulations while providing superior service to clients.
BankingFinanceFinancial ServicesLendingWealth Management
Responsibilities
Actively participates in a business development plan to increase their loan and deposit portfolio of commercial clients within a South State metro market
Develop consultative relationships with prospects and clients to add value by delivering appropriate banking solutions
Manage the flow of loan and deposit requests through the appropriate channels to ensure the credit quality, responsiveness, structure, and pricing meeting the needs of the client and the operating objectives of the Bank
Collaborate effectively with Treasury Management Sales Officers, Capital Markets, Wealth, and Retail
Underwrite loan requests within the parameters of the Bank’s policies and procedures. Ensure the loan packages are accurate and complete when submitted to the appropriate Credit partner for approval
Manage and service assigned loan portfolio
Ensure that all required documentation is in file for all loans and deposits
Clear documentation or compliance deficiencies noted by Loan and Deposit Operations or other review
Partner with Credit to properly risk grade each loan in the assigned portfolio and adjust risk grades as circumstances change or new information becomes available
Price each loan and deposit product according to current Bank pricing guidelines
Document the credit quality, current competitive factors, or overall relationship circumstances that justify departures from the approved Bank pricing regulations
Demonstrate a commitment to fair lending practices
Remain knowledgeable of all laws and regulations governing the lending activities of financial institutions
Ensure compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations
Resolve client problems and assists with general inquiries
Provide superior service to existing clients
Builds and maintains a positive working relationship with COI’s and others in the community to enhance the Bank’s image and reputation in the marketplace
Qualification
Required
A Bachelor's degree in business, finance, banking, or related field is required
Minimum of 10+ years commercial lending experience; Experience should include previous loan structuring and credit analysis responsibilities
Extensive knowledge of all Bank products, services, procedures, and practices
Must have an in-depth knowledge of Federal and State lending regulations and Bank policies relating to lending procedures
Must have well-developed sales, interpersonal and negotiating skills
Excellent written and verbal communication skills are necessary
Must have basic accounting and credit skills
Must be detail oriented and possess the proven ability to prioritize complex work assignments
Proven analytical skills and the ability to evaluate credit worthiness are needed
Must be proficient in the use of basic office equipment with an emphasis on calculator and computer
Proficiency in the use of Microsoft Word Excel, Outlook is necessary
Preferred
Graduation from a recognized school of banking is an asset
Familiarity with the local business community is strongly preferred
Company
SouthState Bank
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2013-08-09IPO
Leadership Team
D
Dan Bockhorst
Executive Vice President Chief Credit Officer
Recent News
2025-12-16
2025-10-24
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