14 дней назад
Associate Relationship Manager I
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate Relationship Manager I (Banking/Finance): Developing and managing customer loan packages and small-business banking relationships with an accent on financial analysis, credit assessment, and portfolio administration. Focus on analyzing loan structure, supporting lending commitments, achieving sales goals, and addressing client needs across banking products.
Location: Midland, Texas, United States
Company
provides banking, investment, and insurance services to businesses and individuals throughout Texas.
What you will do
- Complete Financial Services University training in financial analysis, lending systems, credit assessment, and banking culture.
- Develop loan packages and make recommendations by analyzing loan size, structure, and approval requirements.
- Build long-term relationships with clients, understand their businesses, and respond to their financial needs.
- Manage and support loan commitments, customer portfolios, and post-sale account relationships.
- Process referrals for small-business products, including loans, depository accounts, trusts, and cash management services.
- Meet monthly call and product sales goals, report activity and marketing results, and maintain knowledge of bank products.
Requirements
- Bachelor’s degree in business, preferably accounting or finance, with a minimum 2.75 GPA.
- At least 6 hours of accounting or equivalent graduate-level coursework.
- Previous banking experience and knowledge of bank products.
- Excellent written and verbal communication skills.
- Strong organizational and time management skills.
- Proficiency with Microsoft applications and availability to start in January 2027 or July 2027.
Nice to have
- GPA of 3.0 or better in the major.
- Coursework emphasizing financial statement analysis.
- At least 9 hours of accounting, including Intermediate Accounting I, or equivalent graduate-level coursework.
Culture & Benefits
- Medical, dental, vision, long-term disability, and life insurance.
- 401(k) matching.
- Generous holiday and paid time off schedule.
- Tuition reimbursement.
- Health and wellness programs, including an Employee Assistance Program.
- Referral bonus program.
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