Sponsored Lending - Relationship Manager II
$25kNBH Bank
Specialty Banking Relationship Manager II
At our Bank, we believe common sense is more than just banking. We believe in finding financial solutions that cater specifically to our client's needs. We are looking for talented associates who understand the complexities of life and will offer simple solutions that best fit the needs of our clients.
If this is what you believe in, then you're definitely right for us. And, we might be the right bank for you.
This job requires connecting with people quickly in an outgoing, friendly manner. The use of persuasive communication skills to gain the interest and involvement of others in the work process is an important aspect of the job. An extreme sense of urgency is needed, combined with getting work done in complete, accurate detail and in accordance with company standards and policies. The motivation for this position comes from a strong sense of duty and a feeling of responsibility for completing work both quickly and correctly. A faster than average work pace is necessary combined with impatience for results. Follow-up of delegated work must be very thorough. Decision making will be done with the ideas and advice of others, but always carefully and cautiously within the guidelines of established company policy. Selling ideas to others and the ability to train, teach and motivate a team are strong aspects of this position. Change is an ongoing occurrence of this job and will be approached conservatively and with the support and guidance of management.
As a Specialty Banking Relationship Manager II, you will ensure the overall success and growth of an assigned portfolio by deepening relationships of existing clients. You will also be tasked with the acquisition of new clients. For both new and existing clients, must have the ability to cross-sell lending, depository, treasury management, merchant services, card, wealth, trust, etc., with the help of product teammates. You will be responsible for a variety of tasks including but not limited to: reviewing the client's overall needs, being a trusted advisor designing solutions, and negotiating terms. You will manage a portfolio of clients and monitor the relationships for compliance with industry standard. You will handle relationships greater than $2 million in deposits and over $25,000 in fee income. Additionally, as a Specialty Banking Relationship Manager II, you are expected to provide advice and counsel to clients and prospective clients regarding trends and conditions of the industry specific environment and general banking trends. You will review documents to ensure that they are in accordance with the Internal Bank Policy. Client relationships must also comply with banking laws and regulations, maintain compliance with all Federal and State regulations, including laws, rules and regulations dealing with safety and soundness, consumer protection and privacy and non-discrimination.
You will be asked to participate in community and business functions to ensure a positive image for the bank within the regions marketplace industry and industry specific groups, establishing referral contacts within the community is an important part of the role. Finally, you will build a great rapport with clients and fellow associates and treat others with respect and consideration regardless of their status or position.
All associates are expected to maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements.
Minimum Requirements: To be considered for this position, you must possess the following qualifications.
- Bachelor's degree in business, finance or related field or combination of education and work experience.
- 5+ years of relevant Specialty Banking experience.
- Good portfolio management, communication and sales skills.
Desired Qualifications: To be considered an ideal candidate, you should possess some of the following qualifications:
- MBA or master's degree in business, finance or related field or combination of education and work experience.
7+ years of Specialty banking.
- Prior work experience in the assigned Specialty industry.
Skills and Abilities: Below is a general list of desired skills and abilities; this is not an exhaustive list.
- Strong business development skills as well as an overall understanding of business finance.
- Strong networking skills and participation in networking events in the industry area.
- Self-directed and motivated to accomplish tasks, meet objectives and committed timelines.
- Strong interpersonal skills with the ability to build peer and/or team cohesiveness to deliver the full complement of bank products and services.
- Strong oral and written communication skills with the ability to clearly and concisely articulate issues.
- Competent in the operation of standard office equipment including computer, fax, ten (10) key calculator and phone.
- Competent in the use of standard office software including Microsoft Outlook, Excel and Word.
- Solid knowledge of banking policies, regulations and compliance issues.
- Solid ability to analyze financial statements.
- Solid knowledge of basic accounting principles.
- Must possess a valid driver's license.
Work Environment:
- Office setting with traditional hours.
- Sitting for extended periods of time (typically no longer than 8 hours).
- Must be able to work at a rapid pace for long periods of time (typically no longer than 8 hours).
- Must be able to travel to the extent as necessary.
The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources. The Bank's policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. The Bank is proud to be a drug-free workplace.
Colorado Residents: In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information. Selected candidate(s) for hire must complete the following prior to employment: a criminal history report, global screen, drug screen, employment credit report and if applicable, a driving record. Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.
- ...banking expertise delivering best-in-class lending, leasing and other financial services... ...billion in assets. First Citizens Sponsor Finance provides cash flow and asset... ...States The role of Director/Managing Director, Relationship Manager - Sponsor Finance is responsible...SuggestedWork at office
$75.7k - $105k
The Client Services Manager II (CSM II) works with business partners on the implementation... ...is critical to maintaining the client relationship, increasing plan efficiencies, growth in... .... Deepens relationships with plan sponsors, HR partners, and internal support teams...SuggestedWork experience placement$75.7k - $105k
Client Services Manager II The Client Services Manager II (CSM II) works with business partners... ...is critical to maintaining the client relationship, increasing plan efficiencies, growth... .... Deepens relationships with plan sponsors, HR partners, and internal support teams...SuggestedWork experience placementWork at office- A major U.S. bank located in Texas is seeking a Relationship Manager II who is passionate about financial literacy and capable of building and... ...customers. The ideal candidate will have over three years of lending experience, excellent communication skills, and proficiency...Suggested
- Amegy Bank is seeking an experienced Real Estate Lending Relationship Manager to join our Commercial Real Estate team in Dallas, TX. You will be responsible for developing strong commercial banking relationships and ensuring high client satisfaction while managing a portfolio...Suggested
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Manager II - C&IB within PNC's Commercial Banking organization, you will be based in Frisco, TX. Commercial Banking provides...Full timeTemporary workWork experience placementWork at office
- A regional financial institution is seeking a Relationship Manager in Dallas, TX, to oversee and expand profitable lending relationships. The role includes developing strategies for new client acquisitions, managing credit portfolios, and maintaining communication with...Work at office
- ...financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is... ...Relationship Manager – Asset Based Lending (ABL)! Description: The Commercial...Full timeWork at officeFlexible hours
- ...serve. Let us help you transform your career. Amegy Bank, here you grow. We are looking for an experienced Commercial Lending Relationship Manager to join Amegy's Corporate Banking Team in Frisco , TX . This role is responsible for developing and managing...Work experience placementLocal areaFlexible hours
- ## Relationship Manager II - Healthcare BankingApplylocations: TX - Dallas (75201): TX - Fort Worth (76102)time type: Full timeposted on: Posted Todayjob requisition id: R225834# **Position Overview**At PNC, our people are our greatest differentiator and competitive advantage...Full timeTemporary workPart timeWork experience placementWork at office
- Texas Regional Bank is seeking a Relationship Manager to manage and grow profitable lending relationships. The role involves developing strategies for acquiring clients, managing loan portfolios, and ensuring compliance with bank policies. Ideal candidates will have a...
$145.84k - $193k
...Relationship Manager II The Relationship Manager II is responsible for managing and maintaining borrowing relationships. This position is responsible for the development of new and existing business through calling programs and cross-selling of Bank services. Maintaining...Temporary workWork at officeLocal areaFlexible hours- ...Relationship Manager III It's about names, not numbers. Do you consider yourself to be a self-starter? Passionate about financial literacy... ...serve our customers What you'll need: ~5+ years of lending experience ~ Ability to communicate with all levels of personnel...
$60k - $120k
...Sales Account Executive II At Monument, we're building a vertical software platform for the self-storage industry. This is a rare... ...integrates every essential feature operators and third-party managers need to run their self-storage businesses — from customer acquisition...Work at office3 days per week- ...serve. Let us help you transform your career. Amegy Bank, here you grow. We are looking for an experienced Commercial Lending Relationship Manager to join Amegy’s Corporate Banking Team in Frisco , TX . This role is responsible for developing and managing strong, low...Work experience placementFlexible hours
- Amegy Bank is seeking an experienced Relationship Manager to join its Commercial Lending Team in Dallas, TX. This role involves managing client portfolios, developing new business leads, and maintaining high client satisfaction. The ideal candidate will possess a bachelor...
- ...doing the very best for our customers, our communities, and our employees. We are looking for an experienced Real Estate Lending Relationship Manager to join our Commercial Real Estate (CRE) team in Dallas, TX . Essential Functions Responsible for developing strong, low...Work experience placementFlexible hours
$75.7k - $105k
A financial services company in Dallas seeks a Client Services Manager II to enhance client satisfaction and operational efficiency. Responsibilities include serving as the main contact for institutions, driving best practices for client outcomes, and developing management...$125k - $175k
...Dallas is seeking a professional with extensive experience in commercial lending and business development. The role entails building strong client relationships, generating new business, and managing complex loans. Candidates should possess a Bachelor's degree and 7-10...- ADP is seeking a Project Manager II in Dallas to oversee the successful planning and implementation of clients onto their RS platform. This role requires managing all project phases and direct client interactions to ensure business goals are met. The ideal candidate will...Work at office
- ...Job Details Description The Relationship Manager will be responsible for developing sound... ...estate market to accurately underwrite lending opportunities. • Grow and maintain a... ...corporate financial statements pertaining to Sponsors/Guarantors. • A Bachelor's degree in...For contractorsLocal area
- A financial services company seeks a Relationship Manager II to coordinate relationship management and grow sales within its Commercial Banking organization. The position requires building client networks and managing a book of business to enhance client engagement and...Work at office
$144k - $244k
...currently seeking a Client Executive II to join our team in Dallas,... ...offerings as well as management of a diverse application and... ...and improve client/customer relationships, implement change, and leverage... ...our competitors, their client sponsors, their agendas, and counter strategies...Temporary workWork experience placementWork at officeRemote workFlexible hours- ...RHSB Insurance in Dallas is seeking an Account Manager II for Personal Lines to provide exceptional service to their clients. This role emphasizes customer retention, managing high net worth customers, and collaborating effectively with internal staff. The ideal candidate...
$113k - $200k
...Healthcare Banking Relationship Manager Columbia Bank is growing its Healthcare Banking platform... ..., consultants, and private equity sponsors. Underwrite and manage a diversified... ...background in financial analysis, cash-flow lending, and enterprise-value-based credit...Work at officeImmediate start- ...Partners to create and implement a relationship strategy for assigned clients... ...(e.g. loans, treasury management, capital markets) based on clients... ...to Commercial RM I & II MINIMUM KNOWLEDGE, SKILLS... ...Management, and alternative lending and financing options. Ability...Work experience placementWork at officeLocal area
- ...Partners to create and implement a relationship strategy for assigned clients... ...such as loans, treasury management and capital markets based on... ...guidance to Commercial RM I & II. Minimum Knowledge, Skills... ...Treasury Management and alternative lending and financing options....Work experience placementWork at officeLocal area
- ...strategies to promote auto lending products and digital payment... ...compliance, regulatory, and risk management standards. Support contract... ...internal and external relationships, including executive‑level reporting... ...Services, Inc. will not sponsor applicants for work visas of...Contract workVisa sponsorshipWork visaMonday to FridayShift workWeekend work
- ...Private Banking Officer II It's about caring for the generations... ...and fostering long-standing relationships with affluent market clients,... ...II, you will help customers manage their financial lives. Often,... ...understanding of lending practices and loan servicing...Work experience placement
- ...Relationship Manager IV - Corp Bkg Dallas, TX, US, 75001 Location: Dallas -DAL Areas of Interest: Commercial Banking Pay Transparency Salary... ...a Bachelor's degree and 8-10 years experience in commercial lending or 14-16 years equivalent experience. Extensive knowledge...Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sponsored Lending - Relationship Manager II. Be the first to apply!
- service relationship manager Dallas, TX
- relationship manager Dallas, TX
- university relations manager Dallas, TX
- industry relations manager Dallas, TX
- senior relationship manager Dallas, TX
- labor relations manager Dallas, TX
- wealth management relationship manager Dallas, TX
- global relationship manager Dallas, TX
- relationship manager work from home Dallas, TX
- IT business relationship manager Dallas, TX


