- Managing an assigned book of clients that are managing CLO's and Leverage Finance Facilities.
- Oversee day to day operations and reporting delivery to those clients done with the client service associates assigned to the deals.
- This role may have direct management responsibilities for the client service associates.
- Responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization in conjunction with the Business Development Officers.
- Reviews and accepts new client relationships based on business line account acceptance policies and procedures. Provides quality service based on client needs, wants, and expectations; aligns actions accordingly, remains sensitive and responsive to both internal and external clients; builds distinctive predictable levels of service; resolves problems quickly and effectively.
- Works closely with new business development staff, serving as a collaborative business partner when supporting new business conversations from existing or prospective clients.
- Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes. Coordinates the development and implementation of operational changes within the unit. May be responsible for meeting certain revenue, new business and expense goals.
- Bachelor's Degree from a 4-year college or university degree, preferably in Finance or Accounting, or an equivalent combination of education and experience.
- Minimum 10 years of direct, related experience in the financial industry.
- Advanced knowledge of general banking operations, including deposit onboarding/operations, loan administration, treasury management and/or other commercial banking products and services.
- Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
- Strong speaking and writing skills for internal and external audiences.
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Relationship Manager - Houston, United States - Western Alliance Bank
Description
Job Title:
Relationship ManagerLocation:
Houston, TXWhat you'll do:
As a Relationship Manager you'll be responsible for managing our largest and/or most complicated client relationships and ensuring excellent client service and delivery to the client base. You'll be responsible for helping to drive product efficiency projects and you may lead other business-related projects.What we are looking for:
What you will need:
Benefits you'll love:
We offer all the important things you'd want — like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career