RM Business Banking II
On-siteFort Worth, Texas, United States
Job Summary
Build a strategic client acquisition pipeline to deepen and expand the portfolio and the Bank's market presence. Cultivate a robust prospect list through strong business development and networking to drive increased market share and revenue. Ensure appropriate client coverage via disciplined calling efforts, understanding strategic objectives, and executing optimal financial solutions. Partner across the firm to oversee deals from inception to close while actively identifying and mitigating credit, regulatory, and reputational risks. Utilize reports and data to self-manage the pipeline and sales production, maintaining adherence to the firm's risk appetite.
Required Qualifications
- Bachelor's degree in Business Administration/finance, accounting, or related field
- 7 years of commercial banking experience
- Focus on business banking clients
- Strong knowledge of banking suite of products and services
- Industry trends
- Financial acumen to assess and deliver on prospect/client need
- Formal Credit Training (Commercial Credit certification or from another bank) or commensurate underwriting experience
- Self-starter and persistent
- Natural disposition to strive to exceed calling metrics and production goals
- Effective team player with ability to work across business partner groups in a fast-paced, highly collaborative environment
- Operates with a sense of urgency balanced with adherence to the firm's risk appetite
- Exceptional writing, interpersonal and communication skills, both verbal and written
- Strong organizational and time management skills with ability to manage multiple priorities
- Ability to identify and solve problems/issues and timely escalation of known risks and issues
- High interest in, outreach to, and involvement in the communities where we live and work
- Strong knowledge and application using Salesforce and MS Office products including Outlook, Excel, Word, and PowerPoint
Desired Qualifications
- Bachelor's degree in Business Administration/finance, accounting, or related field preferred
- Minimum 7 years of commercial banking experience preferred
- Focus on business banking clients preferred
- Formal Credit Training (Commercial Credit certification or from another bank) or commensurate underwriting experience preferred
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