Popular Bank · 4 hours ago

Commercial Relationship Officer - Texas

Texas City, TX

Full-time

Remote

Senior Level

7+ years exp

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Responsibilities

Build effective relationships and trust with clients and potential clients by listening to and uncovering their needs and educating them about the bank deposit and loans that are most appropriate for their situation.

Be responsible for developing a commercial customer portfolio and managing customer relationships of this portfolio. This created portfolio should have a heavy emphasis on deposits as well as loans.

Visit with clients and prospective clients regularly, interview and analyze the financial structure of customers and prospects and recommend products or applicable services.

Prepare loan reports for revision and approval of immediate supervisors and all written reports on calls made to existing and prospective accounts.

Analyze financial statements, revise collateral, documents and processes commercial loan application and make recommendations regarding credit request, refers to your immediate supervisor.

Follow up on assigned commercial accounts that are overdraft and refer them to his supervisor for final approval.

Review and analyze commercial loan reports, direct liability, non-performing, new loans and payment.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Commercial credit experiencePortfolio managementSales abilityFinancial analysisCustomer relationship management