Sponsored Lending - Relationship Manager II
$25kVista Bank
Sponsored Lending - Relationship Manager II Job Description Posted Monday, June 15, 2026 at 6:00 AM 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 i deal 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. 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. #J-18808-Ljbffr Vista Bank
- ...Relationship Manager II 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: ~3+ years of lending experience ~ Ability to communicate with all levels of personnel...Suggested
$144k - $244k
...Client Executive II Date: Jul 6, 2026 Location: Dallas... ...solution 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...SuggestedTemporary workWork experience placementWork at officeRemote workFlexible hours- ...partners to create and implement a relationship strategy for assigned clients... ...solutions (loans, treasury management, capital markets) based on... ...Management, and alternative lending and financing options. Ability... ...Market Relationship Manager II At Fifth Third, we understand...SuggestedWork experience placementWork at officeLocal area
$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$144k - $244k
...are seeking a Client Executive II in Dallas, Texas. The role... ...satisfaction. The role also manages a diverse application and infrastructure... ...improving client/customer relationships, implementing change, and... ...competitors, their client sponsors, agendas, and counter-strategies...SuggestedTemporary workWork experience placementRemote workFlexible hours$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...Work experience placementWork at office- Dormont Manufacturing Co is looking for a Relationship Manager II in Mesquite, Texas. The successful applicant will enhance our commercial customers... ...and trust-building. The position requires 3+ years of lending experience and proficiency in communication and Microsoft...
- 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...
- 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...
- A leading bank in Texas seeks an experienced Real Estate Lending Relationship Manager to join its Commercial Real Estate team in Dallas. This role focuses on developing strong commercial relationships and maintaining client satisfaction. Candidates should have a Bachelor...
- ...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
- Position Overview At PNC, our people are our greatest differentiator. As a Relationship Manager II within PNC’s Healthcare Banking organization, you will be based in Dallas, TX. Job Profile PNC is an in‑office company that fosters a supportive culture where employees can...Temporary workWork experience placementWork 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) ! Responsibilities Responsible for expanding...Full timeWork at officeFlexible hours
- ...we 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 placementLocal areaFlexible hours
- ...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
- ...doing the very best for our customers, our communities, and our employees. We are looking for an experienced Relationship Manager to join Amegy’s Commercial Lending Team in Dallas, TX . This role focuses on identifying appropriate lending opportunities, soliciting, and...Work experience placementLocal areaFlexible hours
- Bank of Hope in Dallas, TX is seeking an experienced commercial lending professional for a full-time leadership role. You will build and maintain client relationships, structure loans, and present to credit authorities, while ensuring underwriting guidelines and regulatory...Full time
- ...Relationship Manager II At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where...Full timeTemporary workPart timeWork experience placementWork at office
$144k - $244k
...America, Inc. is seeking a Client Executive II in Dallas, Texas, accountable for client... ...revenue growth. This role focuses on managing a P&L over $10 million while... ...client strategies and developing strong relationships. Ideal candidates will have at least 12...- Frost in Dallas, Texas, is seeking a Relationship Manager III to manage and enhance customer relationships. This role emphasizes integrity and... ...customer service. The ideal candidate has over 5 years of lending experience and is skilled in communication. Frost offers comprehensive...
- Zions Bancorporation is seeking an experienced Commercial Lending Relationship Manager for its Corporate Banking Team located in Frisco, TX. The successful candidate will develop and manage client relationships, ensuring high-quality customer service while performing credit...
$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...- Fairygodboss is seeking a Treasury Management Officer II based in Dallas, TX. This role involves managing client relationships and driving revenue through effective relationship management. The ideal candidate will have over 5 years of relevant experience and a Bachelor...
- ...financial institution is seeking an experienced Commercial Relationship Manager in Dallas, Texas. The role involves managing a portfolio of... ...enhancing credit quality. The ideal candidate will have strong C&I lending experience, formal credit training, and a proven track...
- Fifth Third seeks an Emerging Middle Market Relationship Manager II in Dallas, TX to lead profitable business development for companies with at least $10M in annual gross sales. You will partner with internal teams to tailor banking solutions, assess credit needs, and manage...
$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...- 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
$65k - $68k
...Description Drive business. Build relationships. Make an impact. Are you a relationship builder with a passion for sales, lending, and business development? Do you enjoy... ...you'll serve as the primary relationship manager for an established network of automotive...Relocation package- ...We are seeking an experienced Commercial Relationship Manager with a strong C&I lending background and formal credit training to originate, manage, and... ...based lending ) Formal credit training required (bank-sponsored credit program or equivalent) Demonstrated track record...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!
- patient relations manager Dallas, TX
- wealth management relationship manager Dallas, TX
- industry relations manager Dallas, TX
- external relations director Dallas, TX
- relationship director Dallas, TX
- relationship manager Dallas, TX
- senior relationship manager Dallas, TX
- community relations manager Dallas, TX
- government relations manager Dallas, TX
- relationship manager work from home Dallas, TX


