Client Relationship Manager
4 days ago
We're seeking a highly skilled Client Relationship Specialist to join our team at American Bank. As a key member of our commercial lending team, you will play a critical role in building and maintaining strong relationships with our clients.
Key Responsibilities- Deliver exceptional service and support to internal partners and external clients
- Coordinate and manage all facets of the lending process, including gathering financial and legal information, preparing loan reports, and reviewing internal documentation
- Prepare loan memos for circulation to bank officers and gather, organize, and maintain financial and legal documentation to ensure compliance with bank regulations
- Coordinate with law offices, title companies, appraisers, and surveyors to gather and organize documents needed to close loan transactions
- Authenticate customer identity and authorization to act on behalf of the account, review work for accuracy and completeness, and assist others in resolving issues
- Provide support to all assigned areas of the department, act as backup for loan department positions and functions, and assist loan officers in managing loan pipeline by requesting/gathering information and clearing loan exceptions
- Coordinate the signing of documents with clients, funding of loan, or any other assistance, manage and set up forms and agreements for loan payments, and ensure accuracy and proper use of tracking for key information such as Flood Insurance, Property Tax Insurance, UCCs, etc.
- Maintain an active knowledge base of the bank's loan products and an understanding of the qualifications required, perform official notary services as required, and follow policies and procedures
- Superior service skills, strong attention to detail, and excellent written, verbal, and interpersonal communication skills
- Ability to manage multiple files or tasks at a time and in different stages, experience with loan banking systems including CRM (customer relationship management tool), and ability to meet deadlines and follow directions in a timely, accurate, and confidential manner
- Ability to work independently and collaboratively as needed, proficient typing and PC skills with word processing and spreadsheet applications, and knowledge of loan documentation
- Intermediate knowledge of related state and federal banking compliance regulations, and other bank operational policies, and intermediate experience, knowledge, and training in branch operation activities, terminology, and products and services relating to retail and commercial accounts
- Three years of experience working in the banking environment with two years of experience working with loan documentation
- Pay Grade 8: 1-5 years' experience, Pay Grade 9: 5+ experience with at expectation or above performance
- High school graduate or equivalent required, college level business or related banking courses preferred, and Bachelor's degree preferred but not required
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Client Relationship Manager
4 weeks ago
Houston, Texas, United States Gallagher Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Manager to join our team at Gallagher Benefit Services. As a Client Manager, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional service, and driving business growth.Key ResponsibilitiesDevelop and implement client service...
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Client Relationship Manager
3 weeks ago
Houston, Texas, United States Gallagher Full timeAbout the RoleGallagher is seeking a highly skilled Client Manager to join our team. As a Client Manager, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional service, and driving business growth.Key ResponsibilitiesDevelop and implement client engagement strategies to drive business growth and...
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Client Relationship Manager
3 days ago
Houston, Texas, United States AMERICAN BANK Full timeJob Title: Client Relationship SpecialistAt American Bank, we're committed to building strong relationships with our clients and delivering exceptional service. As a Client Relationship Specialist, you will play a critical role in supporting our commercial lending officers by coordinating and managing all facets of the lending process.Key...
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Client Relationship Manager
3 weeks ago
Houston, Texas, United States American Bank Full timeJob Title: Client Relationship SpecialistAt American Bank, we're committed to building strong, lasting relationships with our clients. As a Client Relationship Specialist, you'll play a vital role in supporting our commercial lending officers by coordinating and managing all aspects of the lending process.Key Responsibilities:Deliver exceptional service and...
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Client Relationship Manager
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Client Relationship Manager
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Houston, Texas, United States STEP Energy Services Full timeAccount Manager Position OverviewAt STEP Energy Services, we pride ourselves on fostering a culture of excellence and teamwork. We are seeking a dedicated Account Manager to enhance our standing as a frontrunner in the sector. Reporting directly to the Sales Manager, the Account Manager will play a pivotal role in identifying and cultivating new sales...
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Client Relationship Specialist
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Client Relationship Executive
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Houston, Texas, United States First Abu Dhabi Bank Full timeJob Description Job Purpose: Support the development and management of strategic relationships with clients in the energy and natural resources sector, particularly focusing on Independent Oil & Gas Majors, National Oil Companies, Oil Field Services firms, and leading commodity traders. Collaborate with the Head of Energy & Natural Resources Coverage...
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Client Relationship Specialist
2 weeks ago
Houston, Texas, United States American Bank Full timeAbout the RoleWe are seeking a highly skilled Client Relationship Specialist to join our team at American Bank. As a key member of our commercial lending team, you will play a critical role in building and maintaining strong relationships with our clients.Key ResponsibilitiesDeliver exceptional customer service and support to internal partners and external...
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Client Relationship Executive
2 months ago
Houston, Texas, United States First Abu Dhabi Bank Full timeJob Description Job Purpose: Support the development and management of strategic relationships with clients in the energy and natural resources sector, focusing on key players such as Independent Oil & Gas Majors, National Oil Companies, Oil Field Services firms, and leading commodity traders. Collaborate with the Head of Energy & Natural Resources...
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Client Relationship Executive
2 months ago
Houston, Texas, United States First Abu Dhabi Bank Full timeJob Description Job Purpose: Support the development and management of relationships with clients in the energy and natural resources sector, particularly focusing on Independent Oil & Gas Majors, National Oil Companies, Oil Field Services firms, and leading commodity traders. Collaborate with the Head of Energy & Natural Resources Coverage in the...
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Client Relationship Executive
2 months ago
Houston, Texas, United States First Abu Dhabi Bank Full timeJob Description Job Purpose: Support the development and management of relationships with clients in the energy and natural resources sector, particularly focusing on major independent oil and gas firms, national oil companies from the GCC, oilfield service providers, and leading commodity traders. Collaborate with the US Head of Energy & Natural...
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Environmental Client Relationship Manager
4 days ago
Houston, Texas, United States GHD Group Full timeJob Title: Environmental Client Relationship Manager - Oil and GasAt GHD Group, we're committed to helping our clients achieve their sustainability goals. We're seeking an experienced Environmental Client Relationship Manager to join our team and help us deliver exceptional client service in the oil and gas sector.About the Role:This is a unique opportunity...
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Environmental Client Relationship Manager
1 month ago
Houston, Texas, United States GHD Group Full timeAbout the RoleWe are seeking a highly skilled Environmental Client Relationship Manager - Oil and Gas to join our Environmental Team. As a key member of our team, you will be responsible for building and maintaining strong relationships with clients, teaming partners, and the community.Key ResponsibilitiesWork directly alongside our Mid-Continent...
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Environmental Client Relationship Manager
1 month ago
Houston, Texas, United States GHD Group Full timeEnvironmental Client Relationship Manager - Oil and GasWe are seeking a highly motivated and experienced Environmental Client Relationship Manager to join our team in Houston, TX, Dallas, TX, Baton Rouge, LA & Tulsa, OK. As a key member of our Environmental Team, you will be responsible for building and maintaining strong relationships with clients, teaming...
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Client Relationship Specialist
2 weeks ago
Houston, Texas, United States AMERICAN BANK Full timeJob SummaryAt American Bank, we're seeking a highly skilled Client Relationship Specialist to join our team. As a key member of our commercial lending department, you will play a vital role in supporting our commercial lending officers by coordinating and managing all facets of the lending process.Key ResponsibilitiesDeliver exceptional service and support...
