Jobs
>
Houston

    Private Banking Relationship Manager Ii - Houston, United States - Trustmark Bank

    Trustmark Bank
    Trustmark Bank Houston, United States

    3 weeks ago

    Default job background
    Description

    Overview:
    Provide a concierge delivery of financial services through a superior level of hands-on contact to customers of the Bank. These clients are high income earners or high net worth clients. This is accomplished through customized credit, deposit, investment, insurance, and fiduciary solutions in a team dynamic.


    Responsibilities:


    • Crosstrain, lead and develop team of associates to promote maximum productivity, engagement, succession planning and overall contribution to strategic organizational goals.
    • Coordinates entire credit approval process, including loan approval within lending authority for consumer and commercial relationships, including partnering with mortgage expert.
    • Provide advice and guidance to subordinate officers on complex credit decisions.
    • Service a loan portfolio, including credit and collateral exceptions and past dues
    • Work with partner to provide deposit related solutions and other retail services to meet the needs of our clients
    • Work with team to provide nonbank solutions to meet the clients needs: Planning, investments, insurance, and fiduciary services
    • Coordinate the development of new private banking business and call on potential or existing customers to develop new business and promote company services and products
    • Maintain professional community relations, including leadership roles, to increase the bank's visibility and new business opportunities, and to further professional development
    • Provide financial and banking advice and counseling through team to Trustmark's "BEST" clients.
    • Perform additional duties as assigned.

    Qualifications:

    • Fouryear college education or equivalent work experience.
    • 7 years banking experience or related work experience to include previous lending experience
    • Thorough knowledge of Private Banking and the bank financial products and services
    • Knowledge of deposit and loan products, as well as bank policy
    • Knowledge of document preparation and new accounts systems
    • Thorough knowledge of negotiable instruments
    • Complete understanding of the requirements of properly securing a loan
    • Advanced knowledge of state and federal regulations and bank policies relating to credit
    • Knowledge of sales principles
    • Knowledge of intermediate investment strategies implemented by High net worth clients
    • Knowledge of intermediate estate planning strategies implemented by High net worth clients
    • Knowledge of intermediate insurance strategies implemented by High net worth clients
    • Superior judgment in making loan decisions
    • Experience dealing with sophisticated clientele
    • Experience in recognizing and handling troubled loans and problem customers
    • Thorough knowledge and understanding of loan and deposit debits and credits
    • Strong analytical ability
    • Advanced interpersonal skills
    • Must possess effective verbal and written communication skills
    • Proven ability to build relationships
    • Customer contact and sales and service skills
    • Ability to lead the work of others
    • Ability to work with others
    • Prefer degree in Finance, Accounting, Insurance, Business, related field, or equivalent experience
    • Preferably commercial lending banking experience or related work
    • Previous investment experience with 7, 63 or 66, and insurance licensure preferred
  • Western Alliance Bank

    Relationship Manager

    3 weeks ago

    Western Alliance Bank Houston, United States Full time

    Job Title: · Relationship Manager Location: · Houston, TX What 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 ...

  • Manulife

    Relationship Manager

    3 weeks ago

    Manulife Houston, United States Full time

    Job Description · The opportunity · The Relationship Manager is an advocate for the Customer, an industry expert and contributes in meaningful ways to the broader Strategic Relationship Management & Consulting team and John Hancock organization. · Responsibilities: · Develop st ...

  • East West Bank

    Relationship Manager

    3 days ago

    East West Bank Houston, United States

    Introduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and communi ...

  • Ernest

    Client Relationship Manager

    3 days ago

    Ernest The Woodlands, United States

    Ernest is currently in search of a Client Relationship Manager (outside B2B sales) for our territory located near The Woodlands and Houston, Texas. This is a full time position that offers a competitive base salary, commissions, bonuses, along with benefits and a wonderful compan ...

  • Regions Bank

    Treasury Management Relationship Manager

    3 weeks ago

    Regions Bank Houston, United States Full time

    Description · : At Regions, the Treasury Management Relationship Manager is responsible for developing new treasury management business and expanding existing business relationships. · Primary Responsibilities · Develops sales strategy for the market appropriate to meet/exceed ...

  • Nhcchq

    Community Relationship Manager

    5 days ago

    Nhcchq Houston, United States

    Community Relationship Manager at Oak Street Health · Houston, TX | posted: September 21, 2023 · About the job · Description · Company: Oak Street Health · Title: Community Relationship Manager · Location: Varies · Role Description · Community Relationship Managers (CRMs) are a ...

  • Wolters Kluwer

    Account & Relationship Manager

    5 days ago

    Wolters Kluwer Houston, United States

    Wolters Kluwer is a global leader in professional information services that combines deep domain knowledge with specialized technology. Our portfolio offers software tools coupled with content and services that customers need to make decisions with confidence. Every day, our cust ...

  • Occidental Petroleum Corporation

    IT Business Relationship Manager

    5 days ago

    Occidental Petroleum Corporation Houston, United States

    Job Description - IT Business Relationship Manager · IT Business Relationship Manager · - · Oxy is an international energy company with assets primarily in the United States, the Middle East and North Africa. We are one of the largest oil and gas producers in the U.S., includi ...

  • Fifth Third Bank

    Commercial Relationship Manager IV

    1 week ago

    Fifth Third Bank Houston, United States Full time

    Make banking a Fifth Third better · We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. · GENERAL FUNCTION: · Responsible for profitable business development as well as monitoring the quality of a ...

  • Regions Bank

    Treasury Management Relationship Manager

    2 weeks ago

    Regions Bank Houston, United States

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...

  • Regions Bank

    Treasury Management Relationship Manager

    4 days ago

    Regions Bank Houston, United States

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...

  • Wolters Kluwer

    Manager, Account and Relationship Management

    5 days ago

    Wolters Kluwer Houston, United States

    Job Purpose: · "Lead the People - Manage the Processes - Drive Sales Revenue" of Medical Education and Allied Health SaaS solutions. This position is a sales leader that will run an organization with communication, training, and strong process management. The position has many m ...

  • Regions

    Treasury Management Relationship Manager

    2 weeks ago

    Regions Houston, United States Full time

    Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, ...

  • gpac

    Relationship Manager

    3 weeks ago

    gpac Houston, United States

    Job Description · Relationship Manager: · Are you ready to bank on a new opportunity as a Relationship Manager? gpac, a 30+ years recruitment company, has partnered with a well-established company in the Financial Service industry that combines innovative products and services w ...

  • Sumitomo Mitsui Banking Corp

    Relationship Manager

    3 weeks ago

    Sumitomo Mitsui Banking Corp Houston, United States

    SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 ...

  • SMBC

    Relationship Manager

    3 weeks ago

    SMBC Houston, United States

    SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 80,000 ...

  • Manulife

    Relationship Manager

    1 week ago

    Manulife Houston, United States

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out ...

  • Manulife and John Hancock

    Relationship Manager

    3 weeks ago

    Manulife and John Hancock Houston, United States

    We are a leading financial services provider committed to making decisions easier and lives better for our customers and colleagues around the world. From our environmental initiatives to our community investments, we lead with values throughout our business. To help us stand out ...

  • Western Alliance Bancorporation

    Relationship Manager

    1 month ago

    Western Alliance Bancorporation Houston, United States Regular, Full time

    Job Title: · Relationship Manager · Location: · Houston, TX · What 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 r ...

  • Western Alliance Bank

    Relationship Manager

    3 weeks ago

    Western Alliance Bank Houston, United States

    Job Title: · Relationship Manager · **Location**: · Houston, TX · What 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 ...