Website Sophia AI
Are you a results-driven Relationship Manager with a passion for building lasting relationships and a proven track record of success? We’re looking for a motivated and experienced professional to join our team. In this role, you will be instrumental in growing and retaining profitable client relationships within the lower-middle market, with a focus on corporations and not-for-profit entities. 💼🤝
You will manage the entire client relationship, from prospecting to delivering value-added solutions that help clients achieve their financial goals. We are seeking a fully qualified and independent professional with strong client relationship skills, extensive product knowledge, and a knack for transaction execution. If you thrive on credit process management and have a proven ability to build a franchise for the long term, we want to talk to you! 🎯
Key Responsibilities: ��
- Business Development: Aggressively solicit new commercial clients, seeking and obtaining quality new business through proactive client and prospect calls, referrals, and cross-selling efforts. 📞
- Networking: Develop and maintain centers of influence (COIs) and actively attend various networking events within the assigned geographic area. Knowledge of the Houston commercial market is highly preferred. 🌆
- Loan Expertise: Structure and analyze loans, generating a wide variety of commercial and real estate loans typically ranging from $1 million to $10 million. 💲
- Portfolio Growth: Contribute to deposit growth by cross-selling and promoting additional banking products and services. 🏦
- Client Management: Anticipate future client needs and seek opportunities to cross-sell into every relationship. 💯
Team Leadership & Mentoring: 👩🏫
- Lead and manage a team by providing consistent training, development, and coaching. 🤝
- Inspire associates to set challenging goals, define new opportunities, and continuously improve performance. 🏆
- Celebrate and reward team achievements and assist associates in addressing their individual strengths and development needs. 🎉
Qualifications: 📜
- Education/Certification: A Bachelor’s degree in banking, finance, or a related field is preferred. 🎓
- Experience:
- Bilingual in Spanish is required. 🗣️
- A minimum of five years of direct lending or credit support-related experience with a focus on business relationships is necessary. 🗓️
- Formal credit training and/or underwriting knowledge and experience are preferred. 📝
- Knowledge:
- Familiarity with sales, loan processing, and closing processes. 📚
- Extensive knowledge of Commercial Banking products and services, including a working knowledge of C&I (Commercial & Industrial) and Owner-Occupied and Investment Commercial Real Estate loans. 💡
- Skills/Abilities:
- Exceptional interpersonal and communication skills. 💬
- A proven track record of successful business development. 🚀