Commercial Banking Relationship Manager

2 months ago

Tyler, United States The Ladders Full time
Summary Primarily responsible for providing leadership and managing the daily activities of Commercial Relationship Bankers, Commercial Portfolio Managers, Commercial Loan Assistants, Treasury Management Officers and/or other related sales and support personnel in the Region. Secondarily responsible for soliciting, negotiating, underwriting, approving, closing and administering large, complex commercial, consumer, energy and/or mortgage loans in compliance with organizational policies/procedures, and state and federal lending laws/regulations to provide maximum profitability to the bank with a minimum of risk. In addition, responsible for developing and retaining depository relationships associated with the lending relationships, which meet established requirements and provide maximum profitability to the bank with a minimum of risk by performing the following duties.

Duties and Responsibilities include the following.
  • Promotes team building and lender competency through role modeling, consensus building, effective communication, sharing best practices and routinely reviewing department activity and results.
  • Coaches and mentors staff to adhere to Origin Bank culture.
  • Develops staff skills by identifying training needs and providing access to appropriate internal and external training resources.
  • Development, implementation and administration of annual plan and incentive goals working in conjunction with the Regional/State President.
  • Performs employee evaluations; recommends salary increases, disciplinary actions, and employee discharges.
  • Identifies, recruits and hires qualified staff.
  • Supports the lenders in their business development efforts by making joint sales calls and advising on loan and relationship structure and pricing.
  • Supports the lenders in the administration of Origin Bank loan policy and procedures.
  • Monitors team and individual asset quality and regulatory compliance.
  • Develops new business by contacting prospects and customers.
  • Interviews loan applicants, collects financial and related data, and analyzes related data to determine the general creditworthiness of the prospect, as well as the merits of the specific loan request.
  • Establishes and negotiates, when necessary, the terms under which credit will be extended, including the costs, repayment method, payment schedule, and collateral requirements.
  • Prepares timely recommendations to Senior Management regarding deposit and loan products and competitive rates in our markets.
  • Follows up on specific leads offering business development opportunities, promoting bank services, placing the prospect in contact with the appropriate bank personnel and following through to determine the results of the meeting in an effort to build diverse and profitable banking relationships.
  • Serves as a client relationship representative to all customers by listening, researching, and complaint/inquiry resolution as needed.
  • Promotes bank services and products to improve client awareness and strengthen community knowledge of Origin's products.
  • Maintains an active role in community affairs by participation in community organizations/projects to improve the bank's visibility in the area and offer further opportunities to acquire useful information as well as enhancing business opportunities and the marketing efforts of the bank.
  • Keeps abreast of current trends in banking by regularly attending seminars, reading appropriate periodicals, and attending applicable training.
  • Takes responsibility for special projects as assigned.
  • Make budget recommendations regarding department needs.
  • Recommends changes and new procedures to eliminate weaknesses in practices and procedures.
  • Initiates changes in the basic organization structure to accomplish objectives developed with the Regional President. Implements new work procedures and systems to accomplish bank objectives more efficiently.


Supervisory Responsibilities

Directly supervises Commercial Relationship Bankers, Loan Assistants, Market Relationship Bankers and/or Treasury Management staff as assigned. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Competencies - To perform the job successfully, an individual should demonstrate the following competencies:

Analytical and Design - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Generates creative solutions; Demonstrates attention to detail.

Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions.

Project Management - Coordinates and completes projects on time and budget.

Interpersonal Skills/Customer Service - Maintains confidentiality; Remains open to others' ideas and tries new things; Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Meets commitments.

Oral and Written Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings; Writes clearly and informatively; Able to read and interpret written information.

Teamwork - Gives and welcomes feedback; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.

Delegation and Change Management - Delegates work assignments; Prepares and supports those affected by change.

Leadership and Managing People - Inspires others to perform well; Gives recognition to others; Includes staff in planning, decision-making, facilitating & process improvement; Provides regular performance feedback.

Business Acumen and Cost Consciousness - Understands business implications of decisions; Demonstrates knowledge of market and competition; Works within approved budget.

Organizational Support - Follows policies and procedures; Supports organization's goals and values; Benefits organization through outside activities.

Strategic Thinking - Adapts strategy to changing conditions; Analyzes market and competition.

Judgment and Motivation - Displays willingness to make decisions; Exhibits sound and accurate judgment; Includes appropriate people in decision-making process; Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles.

Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position.

Quality and Quantity - Demonstrates accuracy and thoroughness; Completes work in timely manner.

Adaptability and Innovation - Adapts to changes in the work environment; Manages competing demands; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.

Attendance/Punctuality and Dependability - Arrives at meetings and appointments on time; Commits to long hours of work when necessary to reach goals.

Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience

Bachelor's degree (B. A.) from four-year college or university; preferably in Finance, Business, Accounting or related field; minimum of ten years strong performance in client relations in commercial banking with an emphasis on energy lending, investments, or sales arenas, preferably within roles of increasing responsibilities. In addition, minimum five years management experience preferably in managing lenders. Must have an in-depth knowledge of all aspects of commercial banking and an ability to quickly learn new products and services.

Computer Skills

To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to learn bank-specific software such as MPC, IBS, ADP, etc. Ability to use basic office machines.

Bank Culture/Customer Service Skills

Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.

Physical Demands While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.

Work Environment The noise level in the work environment is usually moderate.

This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion.

Origin Bank is an equal opportunity employer and we do not discriminate in hiring or employment on the basis of race, color, sex, age, marital or veteran status, non-job related disability, religion, national origin, genetic information or any other basis protected by law.

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