Sr. Relationship Manager-Global Commercial Banking/Middle Market (No. Texas - Frisco/Dallas/Fort Worth)
On-site · Dallas, Texas, United States or Fort Worth, Texas, United States
Job Summary
Sr. Relationship Manager for Global Commercial Banking/Middle Market focused on Frisco/Dallas/Fort Worth. Manages an extensive portfolio of complex clients with annual revenues from mid-market to large corporate clients, identifies cross-selling opportunities, collaborates with product specialists, and coordinates with domestic and international teammates to design and deliver financial solutions. Responsibilities include acquiring, deepening, and maintaining profitable client relationships, interpreting financial statements, analyzing industry trends, leading client conversations on industry and capital structure, mentoring peers, and adapting sales practices to market conditions. Requires strong client management, advisory, prospecting, and leadership capabilities, along with a robust understanding of corporate finance, capital markets, accounting, and financial modeling.
Required Qualifications
- Minimum of 10 years’ experience in Commercial Lending or Investment Banking
- Proven ability to manage an extensive portfolio of clients
- Proven track record of prospecting new business, enhancing existing relationships and closing profitable transactions
- Professional proven sales skills and experience, including planning, execution and follow up of client meetings
- Strong corporate finance, capital markets and accounting acumen
- Financial modeling experience and completion of formal credit training
- Outstanding oral and written communication skills
- Demonstrated leadership ability
- Securities Industry Essentials (SIE)
- Series 7 & 63 (must obtain within 180 days of start date)
- Undergraduate degree desired: majors in business, finance or economics preferred
- MBA desirable
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