Commercial Relationship Manager

Southside Bancshares
Austin
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3-5 yearsEducation: bachelorsSkills: ["Customer relationship building","Interpersonal skills","Communication","Analytical thinking","Organization"]

Manage commercial lending activities in compliance with bank policies and procedures, building new customer relationships while maintaining an existing commercial base. Develop customers, market bank products and services, and handle deposits and check approvals. Support commercial real estate, investment/working capital, and light consumer lending, stay current on regulations and trends through continuing education, and represent the bank in community and civic events. Supervise support staff as needed.

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Southside Bancshares
Southside Bancshares
16 hours ago

Commercial Relationship Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Manage commercial lending activities in compliance with bank policies and procedures, building new customer relationships while maintaining an existing commercial base. Develop customers, market bank products and services, and handle deposits and check approvals. Support commercial real estate, investment/working capital, and light consumer lending, stay current on regulations and trends through continuing education, and represent the bank in community and civic events. Supervise support staff as needed.
Location: Austin
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Manager level

Key Responsibilities

  • •Develop commercial customers and maintain the existing commercial customer base.
  • •Market bank products and services, including deposit and check approval.
  • •Conduct/combine commercial real estate lending and investment/working capital lending; support light consumer lending.
  • •Attend required committee meetings and represent the bank at public, social, and civic gatherings.
  • •Stay current on regulations and trends through continuing education; supervise support staff and ensure compliance with laws, including BSA/anti-money laundering requirements.

Pay and Benefits

Perks:Health InsurancePrescription DrugsDentalVision401kLife InsurancePaid LeavePaid HolidaysWellness Stipend

Key Requirements

  • •Minimum three to five years of direct lending or credit analyst-related experience focused on commercial/business relationships.
  • •Extensive knowledge of Commercial Banking products and services, with credit and underwriting experience.
  • •Sales experience, including familiarity with loan processing and closing procedures.
  • •Bachelor's degree in finance, business, or a related field is preferred; postgraduate banking certificate/training is preferred.
  • •Proficient personal computer skills (email, record-keeping, databases, word processing, spreadsheets, graphics) and ability to handle multiple projects.
Experience:3-5 yearsBankingCommercial lending
Education:Bachelor's in finance, business, or another applicable field
Skills:Customer relationship buildingInterpersonal skillsCommunicationAnalytical thinkingOrganization
Certifications:Postgraduate banking certificate/training
Tech Stack:Electronic mailRecord-keepingDatabaseWord processingSpreadsheetsGraphics

Company Brief

Southside Bancshares
Bank holding company operating Southside Bank, offering commercial and retail banking services, treasury management, lending, wealth management, and related financial products across Texas and surrounding markets.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Tyler, United States
Founded: 1960
Website