Business Banking Relationship Manager

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Last checked: 2 hours agoStatus: Live

Job Summary

Build new client relationships and drive commercial banking growth by managing a portfolio and pursuing strategic client acquisition. Support new loan fundings, deposits, and SBA deals for businesses with $5M–$25M in revenue, while delivering comprehensive financial solutions and best-in-class client experiences. Partner across the firm to originate and oversee deals from inception to close, manage risk, and use reports, data, and systems to manage pipeline and production goals.

Location: San Antonio

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Actively build a strategic client acquisition pipeline to deepen/expand your portfolio and increase market share and revenue.
•Provide appropriate client coverage through disciplined calling, understanding client strategic and financial objectives, and executing optimal solutions.
•Partner across the firm to identify client opportunities and oversee/manage deals from inception to close.
•Pursue updated knowledge of banking products, financial markets, relevant regulations, and business trends in your market or expertise area.
•Manage risk/return and drive quality for new and existing clients, mitigating regulatory, reputational, operational, and credit risks.

Pay and Benefits

Perks:Health InsuranceWellness StipendLife InsuranceDisability Insurance401k MatchPaid LeavePaid Holidays

Key Requirements

•Bachelor’s degree in business administration, finance, accounting, or a related field preferred.
•Minimum 7 years of commercial banking experience with a focus on business banking clients.
•Strong knowledge of banking products and services, industry trends, and financial acumen to assess client/prospect needs.
•Formal credit training (Commercial Credit certification or another bank) or commensurate underwriting experience preferred.
•Effective communication skills, with the ability to work across partner groups in a fast-paced, collaborative environment.

Experience:7+ yearsCommercial banking

Education:Bachelor's in business administration, finance, accounting

Skills:Business developmentNetworkingClient relationship managementRisk managementCommunication

Tech Stack:SalesforceOutlookExcelWordPowerPointMS Office

Company Brief

Texas Capital Bancshares

Industry: Banking

Website

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Texas Capital Bancshares

3 months ago

Business Banking Relationship Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: San Antonio

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Actively build a strategic client acquisition pipeline to deepen/expand your portfolio and increase market share and revenue.
•Provide appropriate client coverage through disciplined calling, understanding client strategic and financial objectives, and executing optimal solutions.
•Partner across the firm to identify client opportunities and oversee/manage deals from inception to close.
•Pursue updated knowledge of banking products, financial markets, relevant regulations, and business trends in your market or expertise area.
•Manage risk/return and drive quality for new and existing clients, mitigating regulatory, reputational, operational, and credit risks.

Pay and Benefits

Perks:Health InsuranceWellness StipendLife InsuranceDisability Insurance401k MatchPaid LeavePaid Holidays

Key Requirements

•Bachelor’s degree in business administration, finance, accounting, or a related field preferred.
•Minimum 7 years of commercial banking experience with a focus on business banking clients.
•Strong knowledge of banking products and services, industry trends, and financial acumen to assess client/prospect needs.
•Formal credit training (Commercial Credit certification or another bank) or commensurate underwriting experience preferred.
•Effective communication skills, with the ability to work across partner groups in a fast-paced, collaborative environment.

Experience:7+ yearsCommercial banking

Education:Bachelor's in business administration, finance, accounting

Skills:Business developmentNetworkingClient relationship managementRisk managementCommunication

Tech Stack:SalesforceOutlookExcelWordPowerPointMS Office

Company Brief

Texas Capital Bancshares

Industry: Banking

Website