Relationship Manager Development Program (Global Commercial Banking) Middle Market - North Texas/Dallas
On-siteDallas, Texas, United States
Job Summary
Manage a portfolio of clients and prospects with annual revenues ranging from $5 million to $2 billion by acting as a trusted advisor and recommending integrated financial solutions. Develop deep industry understanding to identify opportunities, generate incremental business, and design business plans that maximize client profitability. Collaborate with domestic and international teammates across Credit, Treasury Management, and Wealth Management to facilitate relationships and ensure integrated delivery within the Risk & Compliance framework. Leverage activity-based training, coaching, and rotations to build foundational sales and credit skills over a 12-month development program. Requires 10+ years of sales experience and Series 7/63 licenses.
Required Qualifications
- 10+ years of demonstrated sales experience
- proven ability to drive revenue
- proven ability to build client relationships
- Securities Industry Essentials (SIE) license
- Series 7 license
- Series 63 license
- ability to obtain licenses within 180 days of start date
- Strong business development capabilities
- Strong analytical capabilities
- Strong interpersonal skills
- Strong communication skills
- Demonstrated resilience
- commitment to continuous learning
- Strong business acumen
- Ability to read and interpret audited company financial statements
- Ability to read and interpret unaudited company financial statements
Desired Qualifications
- Established local network of business referral sources
- Established centers of influence (COIs)
- Majors in business
- Majors in finance
- Majors in economics
- MBA
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