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4 Days Ago
STAR Sr Relationship Manager
TAB Bank Plano, TX
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$93k-123k (estimate)
Full Time 4 Days Ago
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TAB Bank is Hiring a STAR Sr Relationship Manager Near Plano, TX

Job Summary:
The primary responsibility of a STAR Senior Relationship Manager (Senior RM) is to manage a team of Relationship Managers (RM).The Senior RM is responsible to ensure that assigned RMs are managing accounts within the guidelines of TAB's policies and procedures.The Sr. RM position requires a highly capable individual with a strong background in leadership, factoring, project management, and a thorough understanding of banking regulations.A Sr. Relationship Manager provides leadership and proactive communication to customers and team members.
Essential Duties and Responsibilities:
  • Professionally manage, coach, and mentor a team of RMs.
  • Work closely with upper management to ensure successful execution of the bank's strategic goals.
  • Report performance and/or concerns of the team's portfolio to management.
  • Facilitate an environment conducive to customer satisfaction and retention while enforcing policy and best practices at all times.
  • Continuous improvement of the A/R Financing product.
  • Successfully engage in multiple initiatives simultaneously.
  • Continually demonstrate an ability to increase customer satisfaction and deepen client relationships.
  • Drive and challenge RMs on their assumptions of how they will successfully execute their account management strategies.
  • Demonstrate outstanding judgment and flexibility.
  • Identify and react to critical issues in a timely manner.
  • Consistently demonstrate ability to successfully move into problem-solving mode whenever challenges or concerns arise.
  • Daily monitoring of exception reports and assigned portfolio monitoring activities.
  • Manage and assign new customers to team members while maintaining a personal customer workload.
  • Manage team member shifts and work priorities; ensure adequate customer coverage at all times.
  • Train new RMs.
  • One-on-One Mentoring sessions with RMs.
  • Develop new ideas and best practices to ensure best in class products and services.
Education and Experience Requirements:
  • Bachelor's degree in a business discipline or the equivalent industry experience.
  • 3 years of experience in factoring or structured finance.
  • 1 - 2 years of management experience.
Knowledge, Skills, and Abilities Requirements:
  • Proven ability to work in a self-directed and fast paced environment.
  • Superior skills with the Microsoft Office package (especially Excel).
  • Strong analytical and product management skills required, including a strong understanding of how to interpret customer needs and deliver solutions.
  • Strong ability to interpret data and respond accordingly.
  • Confidence, tact, and a persuasive manner.
  • Ability to be decisive and act timely to critical information
  • Excellent verbal and written communication skills including the ability to interact professionally with a diverse group of individuals ranging from executives, managers, and subject matter experts.
  • Strong ability to generate enthusiasm among team members.
TAB Bank Offers:
  • Tuition Reimbursement
  • Paid Holidays
  • Gym Reimbursement
  • College Scholarships for Employees and Families
  • 401(k)
  • Paid Time Off (PTO)
  • Employee Assistance Program (EAP)
  • I Made the Grade
  • Holiday Club Program
  • Medical, Dental, Vision, Life and AD&D, Voluntary Disability, Flex Spending & Dependent Care
TAB Bank will not sponsor applicants for work visas.

Job Summary

JOB TYPE

Full Time

SALARY

$93k-123k (estimate)

POST DATE

06/30/2024

EXPIRATION DATE

07/18/2024

WEBSITE

tabbank.com

HEADQUARTERS

OGDEN, UT

SIZE

200 - 500

FOUNDED

1998

TYPE

Private

CEO

ROCKY LOZANO

REVENUE

$10M - $50M

INDUSTRY

Banking

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About TAB Bank

TAB Bankprovides financial services to the transportation industry.

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