Texas Regional Bank · 1 week ago
Relationship Manager - Dallas, TX
DFW Metroplex
Full-time
Onsite
Senior Level
5+ years expTexas Regional Bank is seeking a Relationship Manager to manage and grow profitable lending relationships. This role involves developing strategies for acquiring high-value relationships, managing a credit portfolio, and ensuring timely communication with clients throughout the loan application process.
FinanceFinancial ServicesWealth Management
Responsibilities
Develop and implement strategies, including solicitation of referrals and cold calling that identify, prioritize and facilitate the acquisition of high value relationships
Interview potential clients, determine their loan requirements and introduce and facilitate the sale of appropriate Bank products and services
Manage credit portfolio, maintain close customer contact
Participate with employees of the Bank from other departments in, but not limited to, blitz calling days, joint client meetings and community events
Monitor credit quality and data integrity
Manage a portfolio of loans and lines of credit. Includes but not limited to: analyzing borrowing base certificates, inspecting collateral, reviewing/approving advance requests, monitoring delinquency and risk grading and administration of loan covenants
Active participation in the loan application process. Including but not limited to: obtaining completed application packages, preparation of an initial loan proposal and diligent follow up on all needed documents as requested by the underwriting department
Maintain active communication with the underwriting department while acting as the customer’s point of contact for any and all questions that may arise, thus ensuring that the client’s needs are met, and the loan closes is in a timely and organized manner
Responsible for monitoring all pending loan applications for timely responses by both the Bank and the client to ensure that no loan becomes stale, clients are kept fully aware of their progress through the application process and that loans close within a timely manner
Responsible for managing and reporting on an assigned loan portfolio which will entail but will not be limited to; discussing clients with Senior Management and assisting the Collections Department
Adhere to the Bank’s credit policies, guidelines and applicable regulatory requirements
Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures
Must have excellent analysis, observation and decision-making skills
Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned
Excellent interpersonal and communication skills are necessary for maintaining effective relationships with Board members, officers, employees and members of the business and civic community
Individual should be able to work under high pressure situations and a stressful atmosphere and then should remain composed
Provides a strong, compassionate and visible leadership, which fosters positive attitudes and trust among employees, customers and prospects
Comply with federal and state regulations as well as all established Bank policies and procedures
Other duties as assigned
Qualification
Required
Minimum of five (5) years of solid experience in new business development, deal structuring, underwriting and portfolio management
High school diploma or equivalent; college degree preferred
Computer literate with the ability to utilize all programs including but not limited to: Microsoft Windows, Excel, Outlook, Word, Internet and specific Bank related software
Able to multitask while prioritizing responsibilities and tasks
Strong communication skills
Effective time management skills
Strong analytical, problem solving and mathematical skills
Capable of making decisions and sound judgment as it relates to all client, employee and Bank matters
Must be able to be physically present in the Bank to perform job duties
Preferred
College degree preferred
Company
Texas Regional Bank
Texas Regional Bank primarily provides personal and business banking solutions.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$64.64M2023-10-11Series Unknown· $1.21M
2021-08-13Series Unknown· $0.5M
2021-07-12Debt Financing· $25M
Leadership Team
Michael Scaief
Chairman and CEO
Brad Freudenberg
Chief Technology Officer
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