Demo

Senior Private Banking Relationship Manager

Veritex Team
Dallas, TX Full Time
POSTED ON 1/30/2025
AVAILABLE BEFORE 3/29/2025
Job Summary: This is a client relationship management and external sales role requiring business development, sales, and relationship management sales skills.  This individual will be responsible for acquiring new clients, in addition to retaining and expanding current client base.  The Relationship Manager position partners with a Portfolio Manager to ensure risk management within the credit portfolio.    Responsibilities and Duties: Identifies, prioritizes, and develops relationship strategies for high-value prospects Identifies and develops relationship expansion activities Ensures prospects and clients are managed by appropriate commercial banking segment Plans and executes quality client/prospect calls Actively updates and maintains an accurate pipeline Delivers knowledgeable advice and solutions, institutionalizes client relationships, and optimizes revenue opportunities to the Bank.  Isolates current and emerging client needs and proactively introduces solutions Works with relevant business partners in team-based portfolio development and expertise delivery Manages transaction processes from initial engagement through final close, including structure, pricing, internal approval / compliance processes and documentation Exercises credit acumen and pricing discipline   Job Skills and Qualifications: Five (5) years of Commercial Lending experience Business development/sales skills Strong relationship management skills Willingness to collaborate and refer opportunities to bankers from across the franchise to ensure best fit Well-developed analytical and problem-solving skills Understanding of credit and credit quality Thorough knowledge of bank products and services Ability to work effectively with individuals and groups in managing customer relationships Excellent presentation, verbal, and written communication skills Strong negotiation and oral and written communication skills Positive reputation and network of industry contacts Strong computer skills including proficiency with Microsoft Office College degree preferred

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