10 дней назад
Associate Relationship Manager I (Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate Relationship Manager I (Banking): Developing and supporting commercial loan packages and customer portfolios with an accent on financial analysis, relationship management, and small-business banking products. Focus on assessing loan structures, managing commitments, meeting sales goals, and understanding customer business needs.
Location: McAllen, Texas, United States
Company
provides banking, investment, and insurance services to businesses and individuals throughout Texas and has more than 150 years of banking history.
What you will do
- Attend Financial Services University, a hands-on credit training program covering financial analysis, lending systems, and company culture.
- Develop loan packages and make recommendations by analyzing loan size, structure, and approval considerations.
- Manage and support loan commitments, customer portfolios, and post-sale account relationships.
- Build relationships with business customers and understand their financial and operational needs.
- Achieve monthly call and product sales goals and report activity and marketing results.
- Process referrals for small-business loans, depository accounts, trusts, and cash management services.
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.
Nice to have
- GPA of 3.0 or higher in the major.
- Coursework emphasizing financial statement analysis.
- At least 9 hours of accounting, including Intermediate Accounting I, or equivalent graduate-level accounting 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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