Corporate Banking Specialist

4 weeks ago


Dallas, Texas, United States CrossFirst Bank Full time

Job Summary

The Corporate Banker II is a key role at CrossFirst Bank, responsible for building a customer base of new clients through prospecting, community involvement, and proactive business development activities. This includes networking and building centers of influence to drive business growth.

Key Responsibilities

  • Increases C&I loan portfolio through sound underwriting practices, generates commercial loan fee income, and assists in increasing core deposits for the Bank.
  • Meet or exceed all performance goals and targets related to the identification, solicitation, and acquisition of new clients.
  • Structure products and service solutions to maximize opportunities for the Bank and meet individual client needs.
  • Track prospecting efforts through our sales management software.

Requirements

  • Analyze customers' needs and ascertain their financial position and credit worthiness.
  • Manage relationship with customer monitoring repayment activities and variance in changes in the company.
  • Ensure that all commercial loans meet credit/financial requirements for lending quality and compliance as determined by the Bank.
  • Follow all processes and procedures for loan documentation and review as outlined by the Bank.
  • Build relationships based on trust, and strategic partnerships with business owners and other decision makers.
  • Analyze, synthesize, and communicate complex data, financial data, and related issues in an accurate, objective, and straightforward manner.
  • Represent the Bank and Commercial Banking team in a highly professional manner.

Preferred Qualifications

  • Adhere to CrossFirst Bank policies and procedures.
  • Advanced knowledge of commercial banking products and services, including credit analysis, underwriting, and treasury management product and services.
  • Demonstrated ability to network and build centers of influence.
  • Successful experience of developing new client relationships across a variety of middle-market companies through calling efforts and proprietary referral networks.
  • Proven performer as a commercial loan officer in a high-performing commercial bank environment.
  • Effective communicator, results-oriented, demonstrates the ability to excel in high-pressure situations.

Education

  • Bachelor's degree or equivalent combination of education and/or work experience.
  • Formal credit training, an advanced degree, and/or ongoing AIB seminars and other resources is highly preferred.

Equal Opportunity Employer

CrossFirst Bank is proud to be an Equal Opportunity Employer. CrossFirst Bank does not accept unsolicited resumes from search firms or agencies.


  • Financial Analyst

    1 month ago


    Dallas, Texas, United States Bank of Hope Full time

    As a Financial Analyst in Corporate Banking, you will play a crucial role in underwriting loans by analyzing corporate and personal financials, conducting thorough borrower and industry due diligence, and completing AML/KYC checks. Your expertise will be essential in drafting credit memos and creating operating models to assist with credit analysis. You will...


  • Dallas, Texas, United States Bank of Hope Full time

    Job Title: Corporate Banking Expert - Loan Portfolio ManagementAbout the RoleWe are seeking a highly skilled and experienced Corporate Banking Expert to join our team at Bank of Hope. As a key member of our loan portfolio management team, you will play a crucial role in ensuring the successful growth and risk management of our corporate lending...


  • Dallas, Texas, United States Claudia Salas - State Farm Agent Full time

    Bank Products SpecialistWe are seeking a highly motivated and results-driven Bank Products Specialist to join our team at Claudia Salas - State Farm Agent. As a Bank Products Specialist, you will play a critical role in helping our customers achieve their financial goals by providing expert advice and guidance on bank products.Key Responsibilities:Provide...

  • Bank Loan Specialist

    4 weeks ago


    Dallas, Texas, United States The Rockridge Group Full time

    Job Title: Bank Loan SpecialistClient X is a leading provider of fund administration, middle office services, and integrated risk management solutions. We are seeking a highly skilled Bank Loan Specialist to join our team.Key Responsibilities:Utilize credit agreements and information obtained from the Funds or third parties to set up new loan facilities in...


  • Dallas, Texas, United States Goldman Sachs Full time

    The Corporate Derivatives Underwriting Group at Goldman Sachs is responsible for managing the underwriting and approval of interest rate, foreign exchange, and credit derivative trades proposed by government, corporate, financial institution, and financial sponsor clients of the Global Banking & Markets (GBM) division.Members of the group work closely with...


  • Dallas, Texas, United States Diverse Lynx Full time

    Job Title: Payments Business AnalystLocation: Dallas, TX (ONSITE)Duration: ContractJob Description Corporate banking product management and ISO20022 expertise Payment expertise in Fedwire, RTP, and SWIFT Payment hub detailed understanding with in-depth knowledge of ISO 20022 compliance requirements (MT to MX message mapping, new Fedwire tax payment ISO...


  • Dallas, Texas, United States Top Tier Reps LLC Full time

    Job Title: Corporate M&A SpecialistTop Tier Reps LLC is seeking a skilled Corporate M&A Specialist to join their team in Nashville, TN or Dallas, TX.Job DescriptionAs a Corporate M&A Specialist, you will be responsible for managing and executing various aspects of mergers and acquisitions, including due diligence, transactional documentation, and client...


  • Dallas, Texas, United States Goldman Sachs Full time

    Job Title: Global Banking SpecialistAt Goldman Sachs, we are seeking a highly skilled Global Banking Specialist to join our team. As a key member of our Regulatory Controls Management Team, you will play a critical role in designing, implementing, and enhancing trading controls for Sales & Trading.Key Responsibilities:Develop subject matter expertise on...


  • Dallas, Texas, United States Top Tier Reps LLC Full time

    Corporate M&A SpecialistWe are seeking a skilled Corporate M&A Specialist to join our team at Top Tier Reps LLC. As a key member of our Corporate M&A team, you will be responsible for managing and executing various aspects of mergers and acquisitions, including due diligence, transactional documentation, and client interactions.Key Responsibilities:Draft,...


  • Dallas, Texas, United States National Corporate Housing Full time

    Housekeeping SpecialistNational Corporate Housing is seeking a skilled Housekeeping Specialist to ensure all apartments meet company standards. As a global leader in temporary housing program management, we provide high-quality accommodations for business travel and corporate relocations. Our team is responsible for preparing and cleaning apartments for new...


  • Dallas, Texas, United States Goldman Sachs Full time

    Global Banking and Markets FICC and Equities SpecialistWe are seeking a highly skilled Global Banking and Markets FICC and Equities Specialist to join our team at Goldman Sachs. In this role, you will be responsible for managing the supervisory framework for Global Banking and Markets Sales, Trading, and Strats supervisors, ensuring they have the necessary...


  • Dallas, Texas, United States Selby Jennings Full time

    We are seeking a highly skilled Investment Banking M&A Specialist to join our team at Selby Jennings. This role will focus on sell-side M&A, with additional responsibilities for debt and equity financings.Key Responsibilities:Prepare and analyze historical and projected financial information to support M&A transactions.Perform valuations of companies and...


  • Dallas, Texas, United States Goldman Sachs Full time

    Job Title: Global Banking and Markets FICC and Equities SpecialistAt Goldman Sachs, we are seeking a highly skilled Global Banking and Markets FICC and Equities Specialist to join our team. As a key member of our Sales and Trading Controls team, you will play a critical role in managing the supervisory framework for Global Banking and Markets Sales, Trading,...


  • Dallas, Texas, United States 5 Legal Full time

    Job DescriptionA leading international law firm seeks associates to join their Corporate Finance Practice Area in various offices.Qualified applicants must have 2-5 years of corporate and transactional experience focused in Finance & Banking with excellent writing and analytical skills.Key Requirements:Admission to practice in the jurisdictionStrong academic...


  • Dallas, Texas, United States Daisy Brand Full time

    The Corporate Quality Assurance Specialist is a key player in fostering a culture of quality excellence at Daisy Brand. This role is responsible for driving continuous improvement of product quality and processes, ensuring that our products meet the highest standards of quality and safety.Key Responsibilities:Develop and implement quality improvement...


  • Dallas, Texas, United States 5 Legal Full time

    Job OpportunityWe are seeking a highly skilled Corporate Transactions Finance Associate to join our Finance Practice Area in one of our offices in Chicago, New York, Atlanta, Miami, or Dallas.As a key member of our team, you will be responsible for providing exceptional support in corporate and transactional finance, with a focus on the Finance & Banking...

  • Corporate Attorney

    4 weeks ago


    Dallas, Texas, United States Ascension Global Staffing and Executive Search Full time

    Job Title: Corporate AttorneyAbout the Role:Ascension Global Staffing and Executive Search is seeking an attorney with 3 to 5 years of experience in private equity, venture capital, and joint venture transactions. The ideal candidate will possess strong drafting and organizational skills, excellent academics, and Am Law 100 law firm experience. A Juris...


  • Dallas, Texas, United States Corporate Building Services Full time

    Job DescriptionCorporate Building Services Staffing is seeking a skilled Housekeeping Specialist to join our team in Austin, TX. As a key member of our team, you will be responsible for maintaining the cleanliness and organization of our clients' facilities.Responsibilities:Sweep and mop floors to ensure a clean and safe environment.Empty trash receptacles...


  • Dallas, Texas, United States Smith Arnold Partners Full time

    A leading boutique Investment Bank and Financial Services firm, Smith Arnold Partners, is expanding their Investment Banking capabilities. They have a lean Investment Banking team where they are looking to add an ambitious Director OR a proven Managing Director with revenue generating experience.The Business has been around for less than 10 years and have...


  • Dallas, Texas, United States Stream Realty Full time

    About the RoleStream Realty Partners is seeking a seasoned Senior Corporate Accountant to join our dynamic team. As a key member of our Corporate Accounting department, you will be responsible for delivering timely and accurate financial reports to internal stakeholders and external partners.Key Responsibilities:Full-cycle accounting and reporting for...