- Maintains a client portfolio for the bank (
- Expand existing client relationshipswhich generate incremental revenue for the bank
- Develop new client relationships which generate acceptable returns for the bank
- Work with the Management and Underwritersto analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations
- Work with Management to make recommendations on loan pricing which are competitive with the marketplace and achieves an acceptable return for the bank
- Work with Management to structure loans (term, covenants, collateral, guarantees, etc.) which appropriatelyprotect the bank
- Work with Management to recognize client needs and matching the bank's capabilities to meet these needs
- Work with Management on loan structure, pricing, and other product/services for clients
- Maintain a thorough knowledge of bank'slending policies and regulatory requirements with a particular knowledge of Consumer regulations
- An ability to work with multiple channels to solve the client need: consumer, business banking and commercial.
- Maintain proper house-holding of relationships
- Utilize the appropriate underwriting channel for the client.
- Continually upload financial information and client detail into central repository throughout the underwriting process.
- Gather financials for new and renewal opportunities with clients.
- Prepare Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process.
- Work directly with the underwriter to ensure accurate reflection of financials
- Work directly with the underwriter to ensure accurate preparation of Loss Given Default, Probability of Default, and Risk Adjusted Return on Capital models at time of new/renew requests.
- Coordinate deal team meetings between Relationship Managers, Market Presidents, Senior Credit Officer and Underwriter.
- Works with other Team Members to appropriately ensure accuracy of underwriting package.
- Create/Prepare term sheets, with Management supervision.
- Finalize term sheets to meet client and bank needs
- Engage underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team.
- Work with Manager to coordinate credit decision with Market President, Senior Credit Officer, Executive Credit Officer, Chief Credit Officer and Chief Operations Officer.
- Create/Prepare Commitment Letter with Management supervision
- Finalize any required conditions precedent as needed to ensure Loan Closing has all items needed.
- Responsible for reviewing closing documents
- Responsible for communication with client
- Identifies portfolio weaknesses and trends and alerts management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions
- Ensure receipt of all financial and covenant requirements of client relationships, managing exceptions as dictated by policy.
- Annual Review of client relationships as dictated by policy.
- Annual Risk Rating of client relationships as dictated by policy. This role is responsible for completing of Probability of default and Loss Given Default models for on-going annual portfolio management.
- Ensures client adherence to covenants with review of calculations, key provisions, and recommendations according to policy.
- Bachelor degree at least 6 years of experience or equivalent combination of education and experience
- Experience with Microsoft Office
-
Private Banking Relationship Manager
7 hours ago
First Horizon Bank Plano, United StatesLocation: On site, Plano, TX · Summary · Private Bankers are responsible for business development of professional high net worth individuals and their related businesses, administering loan portfolios, providing clients with wealth management and treasury management solutions, cu ...
-
Strategic Initiatives Relationship Manager
5 days ago
JPMorgan Chase Bank, N.A. Plano, United StatesShape the future of the Commercial Card Client Management & Delivery Group by helping the team in creating, defining, and executing upon strategies and tactics that will enable our client-facing teams to succeed. As a key member of the team, you will help analyze datasets leverag ...
-
Private Banking Relationship Manager
16 hours ago
First Horizon Bank Plano, TX, United StatesLocation: On site, Plano, TX · Summary · Private Bankers are responsible for business development of professional high net worth individuals and their related businesses, administering loan portfolios, providing clients with wealth management and treasury management solutions, cu ...
-
Business Relationship Manager
3 weeks ago
Tata Consultancy Services Plano, United StatesRole: Business Relationship Manager - Communication Media and Information Services · Location: Plano, TX · We are seeking a motivated and experienced Business Relationship Manager to join our team. The Business Relationship Manager will be responsible for cultivating and mainta ...
-
Business Relationship Manager
3 weeks ago
Tata Consultancy Services Plano, United StatesRole: Business Relationship Manager - Communication Media and Information ServicesLocation: Plano, TXWe are seeking a motivated and experienced Business Relationship Manager to join our team. The Business Relationship Manager will be responsible for cultivating and maintaining st ...
-
Business Relationship Manager
3 weeks ago
TEPHRA Plano, United States: · Role: Business Relationship Manager - Communication Media and Information Services · Location: Plano, TX · We are seeking a motivated and experienced Business Relationship Manager to join our team. The Business Relationship Manager will be responsible for cultivating and ma ...
-
Business Relationship Manager
3 weeks ago
Scott L. Page & Associates Plano, United StatesBusiness Relationship Manager - Communication Media and Information Services Location: Plano, TXWe are seeking a motivated and experienced Business Relationship Manager to join our team. The Business Relationship Manager will be responsible for cultivating and maintaining strong ...
-
Business Relationship Manager
1 week ago
TATA Consulting Services (USA) Plano, United StatesRole: Business Relationship Manager - Communication Media and Information Services · Location: Plano, TX · We are seeking a motivated and experienced Business Relationship Manager to join our team. The Business Relationship Manager will be responsible for cultivating and maintain ...
-
Business Relationship Manager
3 weeks ago
Scott L Page & Associates Plano, TX, United StatesBusiness Relationship Manager - Communication Media and Information Services Location: Plano, TXWe are seeking a motivated and experienced Business Relationship Manager to join our team. The Business Relationship Manager will be responsible for cultivating and maintaining strong ...
-
Business Relationship Manager
2 weeks ago
TEPHRA Plano, United States: · Role: Business Relationship Manager - Communication Media and Information Services · Location: Plano, TX · We are seeking a motivated and experienced Business Relationship Manager to join our team. The Business Relationship Manager will be responsible for cultivating and m ...
-
Client Relationship Manager
3 weeks ago
Partner Engineering and Science Plano, United StatesAbout Us PARTNER offers full-service engineering, environmental, and energy consulting, and due diligence services to engineering, environmental and energy consulting, and due diligence services throughout the Americas, Europe, and around the globe. As a leading firm in the Comme ...
-
Commercial Relationship Manager
1 day ago
UMB Bank Plano, United StatesAre you ready to be part of something more? · You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can exp ...
-
Manager, Supplier Relationship Management
2 weeks ago
Samsung Electronics Co., Ltd. Plano, United StatesPosition Summary · Headquartered in Ridgefield Park, N.J., Samsung Electronics America, Inc. (SEA) is a leader in mobile technologies, consumer electronics, home appliances, and enterprise solutions. From our humble beginnings to our position today as a tech leader, our passion ...
-
Manager, Supplier Relationship Management
2 weeks ago
Samsung Electronics Perú Plano, United StatesPlease visit Samsung membership · to see Privacy Policy, which defaults according to your location. You can change Country/Language at the bottom of the page. · If you are a resident of the European Union or the European Economic Area, please click here . If you are a resident o ...
-
Business Relationship Manager
3 days ago
Tata Consultancy Services Plano, United States{{(4*newIndex)+1}} {{4*(newIndex+1)>*(newIndex+1)}} {{}} · ( · ) · : {{job.dateApplyBy}} · x · {{(4*newIndex)+1}} {{4*(newIndex+1)>*(newIndex+1)}} {{}} · ( · ) · {{Experience.expName}} · Select · {{}} · Guided search will enable you to find job opportunities across functions an ...
-
Manager, Supplier Relationship Management
3 weeks ago
Samsung Electronics Co., Ltd. Plano, United StatesHeadquartered in Ridgefield Park, N. J., Samsung Electronics America, Inc. (SEA) is a leader in mobile technologies, consumer electronics, home appliances, and enterprise solutions. From our humble beginnings to our position today as a tech leader, o Relationship, Manager, Manage ...
-
Flex Relationship Manager
2 weeks ago
Capital One Plano, United States Full timePlano , United States of America, Plano, Texas · Flex Relationship Manager - Plano · Are you a natural born people person who thrives on cultivating relationships with others? Does being a strategic thinker strike a chord with you? Look no further; a Flex Relationship Manager Ass ...
-
Private Banking Relationship Manager
4 days ago
First Horizon Bank Plano, United States Full timeLocation: On site, Plano, TX · Summary · Private Bankers are responsible for business development of professional high net worth individuals and their related businesses, administering loan portfolios, providing clients with wealth management and treasury management solutions, cu ...
-
Private Banking Relationship Manager
4 days ago
First Horizon Bank Plano, United StatesJob Description · Location: On site, Plano, TX · Summary · Private Bankers are responsible for business development of professional high net worth individuals and their related businesses, administering loan portfolios, providing clients with wealth management and treasury manage ...
-
Private Banking Relationship Manager
2 days ago
First Horizon Bank Plano, United StatesJob Description · Location: On site, Plano, TX · Summary · Private Bankers are responsible for business development of professional high net worth individuals and their related businesses, administering loan portfolios, providing clients with wealth management and treasury manag ...
Private Banking Relationship Manager - Plano, United States - First Horizon
Description
Location: On site, Plano, TXSummary
Private Bankers are responsible for business development of professional high net worth individuals and their related businesses, administering loan portfolios, providing clients with wealth management and treasury management solutions, cultivating current relationships, identifying and marketing to prospects, analyzing financial data and needs, and cross-selling products and services.
Key Responsibilities Include
Benefit Highlights
•Medical with wellness incentives, dental, and vision
•HSA with company match
•Maternity and parental leave
•Tuition reimbursement
•Mentor program
•401(k) with 6% match
•
Corporate Diversity Commitment:
We remain committed to creating a more equitable society, and that starts with our associates, our clients, and the communities we serve. We do this by elevating equity, providing capital and counsel, and committing to excellence in everything we do.
Follow UsFacebook
X formerly Twitter
YouTube
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
&v=024){kind=logo}
Private Banking Relationship Manager professionals in Plano
-
Nivetha Jayachandran
Full Stack Developer | Java Developer
-
Eva Shrayber
Student, EKG technician
-
Molei Zhang
Musician | Piano, Organ, Carillon, Composition
-
Greg Spence
National Sales Director | Visonary Leader
-
sophia isham
Compliance Analyst
-
Nizar Qubbaj
Risk Advisor Enterprise Operational Risk Mngt.