Tribal Relationship Manager

Job Summary

Required Qualifications

• •Bachelor's degree in Business, Finance, Accounting, Marketing, or a related field
• •Minimum of five (5) years of experience in commercial banking, treasury management, business development, or relationship management
• •Demonstrated success developing new business and growing depository, treasury management, and lending relationships
• •Strong knowledge of commercial banking products and services
• •Ability to travel extensively and represent the bank at client and industry events
• •Ability to sit, stand, walk, and communicate effectively in various office, client, and event settings for extended periods
• •Ability to travel frequently throughout Oklahoma and occasionally outside the state to attend client meetings, conferences, and business development events
• •Ability to use standard office equipment and lift or carry materials weighing up to 25 pounds as needed for presentations and events
• •Strong business development and relationship management skills with the ability to establish credibility and build trusted partnerships with tribal governments, tribal enterprises, and community leaders
• •Understanding of tribal governance structures, tribal sovereignty, and the unique financial and business needs of tribal entities
• •Excellent verbal, written, presentation, and interpersonal communication skills
• •Proven ability to identify opportunities, develop strategic calling plans, and achieve business development and revenue growth goals
• •Ability to collaborate effectively with cross-functional teams, including commercial banking, credit, treasury management, and executive leadership
• •Strong networking, negotiation, and consultative sales skills
• •Proficiency with Microsoft Office applications and customer relationship management (CRM) systems
• •Strong organizational skills with the ability to manage multiple relationships, priorities, and projects simultaneously
• •Ability to exercise sound judgment, maintain confidentiality, and operate with a high degree of professionalism and cultural awareness
• •Must be able to travel frequently throughout Oklahoma and, as needed, nationally to meet with tribal clients, attend industry conferences, and support business development initiatives
• •Ability to travel frequently throughout Oklahoma and occasionally outside the state to attend client meetings, conferences, and business development events
• •Must be able to lift or carry materials weighing up to 25 pounds as needed for presentations and events
• •Must be able to sit, stand, walk, and communicate effectively in various office, client, and event settings for extended periods
• •Must be able to use standard office equipment
• •Must be able to maintain satisfactory attendance
• •Must complete and attend all required CCB training
• •Must adhere to the bank's policies and support management decisions and goals in a positive, professional manner
• •Must represent CCB with a high level of integrity and professionalism
• •Must maintain knowledge and understanding of banking rules, regulations, laws, and all policies and procedures
• •Must demonstrate a willingness to adapt to changing business needs and deadlines
• •Must possess a work ethic that includes neatness and punctuality
• •Must exhibit a professional, business-like appearance, and demeanor
• •Must answer all voicemails and emails within 24 hours of receipt
• •Must confer with management concerning questions, procedures, necessary information, forms completion, and problem resolutions
• •Must review new files within 48 hours
• •Must close all loans on or before expected closing date
• •Must keep accurate and updated notes on every loan file in our Loan Origination System
• •Must maintain accurate records of sales activities, client interactions, pipeline management, and business development efforts within the bank's customer relationship management systems
• •Must ensure compliance with all bank policies, regulatory requirements, and applicable laws governing commercial banking activities
• •Must meet or exceed established goals for deposit growth, treasury management revenue, commercial loan production, and overall relationship profitability
• •Must be available for weekend commitments
• •Must be available for evening commitments

Desired Qualifications

• •Experience working with tribal governments, tribal enterprises, Native American communities, or economic development organizations