2 дня назад
Commercial Deposit Relationship Manager (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Commercial Deposit Relationship Manager (Banking): Acquiring, managing, and expanding commercial deposit relationships with an accent on operating balances, client retention, and treasury management solutions. Focus on generating new business, growing assigned portfolios, identifying cash management needs, and building long-term primary banking relationships.
Location: Kirby - Houston, TX
Company
provides banking products and services, including commercial deposits and treasury management solutions.
What you will do
- Acquire new commercial deposit relationships and establish primary banking relationships.
- Manage an assigned portfolio of commercial deposit clients, supporting retention, balance growth, and satisfaction.
- Identify treasury and cash management needs and coordinate appropriate solutions with Treasury Management Specialists.
- Develop and execute business development plans, contact programs, and customer profiles to achieve growth targets.
- Identify cross-sell opportunities for non-credit financial products and services.
- Support strategic planning, budgeting, process improvement, growth, and quality initiatives.
Requirements
- Bachelor’s degree in business, finance, or a related field.
- 5–7 years of sales and relationship management experience.
- 5–7 years of experience with commercial products and services.
- Strong understanding of business deposit accounts and treasury and cash management concepts.
- Proven ability to generate new business, manage a portfolio, and meet growth targets.
- Ability to travel when required, work under stress, meet deadlines, and perform essential physical and operational duties.
Culture & Benefits
- Full-time employment.
- Work includes customer calling, networking, community relationship building, and participation in professional organizations.
- Compliance with applicable federal, state, and local banking laws and regulations, including the Bank Secrecy Act.
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