Jobs
>
Dallas

    Associate Relationship Manager - Dallas, United States - THIRD COAST BANK

    THIRD COAST BANK
    THIRD COAST BANK Dallas, United States

    1 week ago

    Default job background
    Description

    Job Description

    Job Description

    About Us:

    Established in March of 2008, Third Coast Bank is a publicly traded commercial bank, building a middle market focused corporate banking platform to seek sound growth and to increase long term shareholder value. TCB is seeking qualified experienced candidates to support our corporate banking platform. Our bank's success depends upon our ability to attract and retain people committed to teamwork, continuous improvement, and exemplary customer service.

    Third Coast Bank is an equal opportunity employer and does not discriminate against applicants or employees based on race, color, gender, age, religion, national origin, genetic information, or disability.

    Position Summary:

    This is a banking officer position in corporate banking responsible for building and retaining profitable middle market customer relationships. Position supports the corporate banking team with prospecting, client acquisition, and ongoing relationship management.

    Skills and Experience:

    • 3+ years of commercial underwriting experience in middle market/corporate banking
    • Completed a Formal Credit Training program
    • Portfolio management
    • Able to identify risks inherent in complex loan transactions and address/mitigate accordingly
    • Possess an extensive knowledge of various loan structures and formulate sound credit recommendations
    • Present credit proposals through the credit approval chain with limited supervision
    • Develop prospect lists, marketing plans, and loan proposals ("pitch books")
    • Possess a proficient knowledge of credit policy, banking regulations, and loan documentation issues
    • Understand and work effectively within the credit culture of the company
    • Demonstrate excellent mathematical, reading comprehension and writing skills
    • Must have excellent interpersonal and communication skills
    • Must be able to verbally communicate effectively one-to-one and in groups
    • Must be able to write clearly and effectively
    • Must be able to develop and maintain cohesive, cooperative internal and external working relationships
    • Must have good personal organization and time management skills
    • Must allocate time effectively and independently prioritize workload to meet timelines
    • Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.

    Qualifications:

    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    • Support corporate banking team in managing existing and developing new client relationships (assisting with day-to-day needs, contact meetings, and site visits)
    • Assist in deal qualification assessment and have the ability to recommend appropriate loan structures
    • Proactively identify and communicate customer needs and provide solutions-based feedback
    • Prepare opportunity memos/preliminary prescreens for presentation to credit partners for early loan vetting
    • Complete due diligence on new/existing client proposals, to include client visits, analysis of business models, and comprehensive review of industry trends and related regulations
    • Preparation of pricing and return analysis for deal qualification
    • Assist with loan document prep, review, and post approval modifications
    • Coordinate with loan operations to ensure accuracy of loan MIS and other systems of record reporting
    • Partner with team on portfolio monitoring activities (covenant compliance verification, risk rating migration, past-dues, exceptions, coming-due maturities, etc.)
    • Assist in developing and documenting industry "white papers" and underwriting guidelines
    • Assist in training, mentoring and coaching junior underwriters
    • Special projects as needed

    Education and Experience:

    • Bachelor's degree in Business, Finance, Accounting, or related field
    • Formal credit training with 3+ years of direct underwriting experience in Middle Market
    • Ability to respond to common inquiries from internal clients, regulatory agencies, and employees
    • Advanced knowledge of related state/federal banking compliance regulations, and other Bank operational policies
    • Intermediate skills in computer terminal and personal computer operation, including use of word, excel, office
    • Advanced math skills
    • Effective verbal, written and interpersonal communication skills
    • Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations
    • Effective organizational and time management skills

    Position Type:

    This position is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm.

    Direct Reports:

    None.

    Travel:

    Some travel between Third Coast Bank SSB offices may be required.

    Work Environment:

    This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers.

    Physical Demands:

    This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling, and reaching.

    Mental Demands:

    The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

  • Hilltop Securities Inc.

    Relationship Manager

    3 days ago

    Hilltop Securities Inc. Dallas, United States

    JOB DESCRIPTION · The Relationship Manager will report to the Director of the Relationship Management Team. · RESPONSIBILITIES · Servicing Client Accounts: · Develop an understanding of client history, relationship, and issues for assigned client accounts via interaction with cli ...

  • PNC

    Relationship Manager III

    2 days ago

    PNC Dallas, United States

    Position Overview · 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 all of our emp ...

  • Sunflower Bank, N.A.

    Commercial Relationship Manager

    5 days ago

    Sunflower Bank, N.A. Dallas, United States

    Job Description · Job Description Description: · Sunflower Bank, N.A. · is looking to fill the full-time position of Commercial Relationship Manager in Dallas, TX. This is the ideal possibility for you if you seek the freedom to develop new and existing customer relationships, ...

  • Frost Bank

    Relationship Manager III

    1 week ago

    Frost Bank Dallas, United States

    Current Frost employees must apply using the Careers application in Workday (not through this site) · Job Description · It's about names, not numbers. · Do you consider yourself to be a self-starter? Passionate about financial literacy? Are you willing to step outside your com ...

  • ClifyX

    Business Relationship Manager

    1 day ago

    ClifyX Dallas, United States

    Business Relationship Manager - Dallas, TX - FTE - TCS · 1. Planning of sales strategies and business growth, the positioning in contrast to the competitors and the demonstration of the Banking & Financial business2. Drive infrastructure service offerings and capabilities into s ...

  • UMB Financial Corporation

    Commercial Relationship Manager

    3 days ago

    UMB Financial Corporation Dallas, United States

    Commercial Relationship Manager - Dallas page is loaded · Commercial Relationship Manager - Dallas · Apply · remote type · Hybrid · locations · TX - Plano North Dallas Pkwy · time type · Full time · posted on · Posted 2 Days Ago · job requisition id · R-5392 · Are yo ...

  • ClifyX

    Business Relationship Manager

    4 days ago

    ClifyX Dallas, United States

    Business Relationship Manager - Dallas, TX - FTE - TCS · 1. Planning of sales strategies and business growth, the positioning in contrast to the competitors and the demonstration of the Banking & Financial business · 2. Drive infrastructure service offerings and capabilities in ...

  • BOK Financial

    Relationship Manager III

    1 week ago

    BOK Financial Dallas, TX, United States

    Commercial Banking; Business Development; Relationship Management; Sales · Application Deadline: 05/01/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Inv ...

  • Diverse Lynx

    Customer Relationship Manager

    2 days ago

    Diverse Lynx Dallas, United States

    Job Title: Customer Relationship Manage r · Location: Dallas, TX · Duration: Fulltime · JD : · Required Technical Skill Set : · IT IS (Network - Switching routing SDWAN Firewall Load Balancer Wifi, TAC, Unified Communication) · Required Skills · • Large Program delivery e ...

  • Avantax Wealth Management

    Relationship Manager II

    6 days ago

    Avantax Wealth Management Dallas, United States

    We love finance, software, and (believe it or not), taxes - that's why we love what we do At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable i ...

  • BOK Financial

    Relationship Manager IV

    1 week ago

    BOK Financial Dallas, TX, United States

    Business Development; Commercial Banking; Sales · Application Deadline: 05/19/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. ...

  • BOK Financial

    Relationship Manager Senior

    1 week ago

    BOK Financial Dallas, TX, United States

    Commercial Banking; Business Development; Sales · Application Deadline: 05/01/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. ...

  • BOK Financial

    Relationship Manager IV

    1 week ago

    BOK Financial Dallas, United States

    Req ID: 74229 · Areas of Interest: Commercial Banking · Pay Transparency Salary Range: Not Available · Application Deadline: 02/29/2024 · Recruiter: Tayler Anette Bair · Hiring Manager: Megan Gilliam Douat · Job Grade: 06 · At BOK Financial, our employees are our most impo ...

  • Capital One

    Relationship Manager V

    1 week ago

    Capital One Dallas, United States

    Plaza Of Americas , United States of America, Dallas, Texas · Relationship Manager V - MMB · As a global leader in financial services, we believe in building first rate relationships, achieving quality results and working with integrity. Teamwork is at the heart of everything we ...

  • The Symicor Group

    Sr. Relationship Manager

    5 days ago

    The Symicor Group Dallas, United States

    The Position · Our bank client is seeking to fill a Sr. Relationship Manager role in the Dallas, TX area. The successful candidate will engage in business development activities and solicitation of new business. · The position includes a generous salary of up to $140K plus bonu ...

  • CNI Consulting Inc.

    UK Relationship Manager

    1 week ago

    CNI Consulting Inc. Dallas, United States

    Job Description · *The Opportunity:* · Be the voice of our client from our client's office in Dallas, Texas to our high-net-worth clients in Europe. You will spend your time educating each client on investment philosophy, explaining why certain decisions were made for their par ...

  • Enable Resource Group LLC

    Client Relationship Manager

    4 days ago

    Enable Resource Group LLC Dallas, United States

    Job Description · Job DescriptionMUST LIVE IN THE DALLAS/FT. WORTH, TX AREA.Enable Resource Group is a privately held company that provides technology services primarily to churches and service-related nonprofit organizations. We have grown our business over the past twenty two y ...

  • BOK Financial

    Relationship Manager IV

    1 week ago

    BOK Financial Dallas, TX, United States

    Commercial Banking · Application Deadline: 02/29/2024 · At BOK Financial, our employees are our most important asset and our growth over the years wouldn't have been possible without our dedicated and talented work force. Developing new business, cross-selling our services, and ...

  • Sunflower Bank NA

    Commercial Relationship Manager

    15 hours ago

    Sunflower Bank NA Dallas, United States

    Job Description · Job DescriptionDescription:Sunflower Bank, N.A. is looking to fill the full-time position of Commercial Relationship Manager in Dallas, TX. This is the ideal possibility for you if you seek the freedom to develop new and existing customer relationships, and also ...

  • Credito Real USA Finance

    Dealer Relationship Manager

    22 hours ago

    Credito Real USA Finance Dallas, United States Full time

    POSITION SUMMARY · We are one of the nation's top automobile loan providers and we are searching for ambitious, highly personable Area Sales Managers(Bilingual Spanish) to help us expand our dealer base. This means partnering closely with our current dealer partners and acquirin ...