Client Relationship Manager

Location: Euless, Texas
Date Posted: 02-14-2017


An undergraduate degree. Focal areas of finance, economics, or accounting preferred.
CPA or MBA or equivalent experience in finance, accounting and business law.
12-16 years of relevant experience in negotiating and structuring financial transactions.
Minimum of 12 years in financial services industry experience in a corporate lending environment developing business.
Formal credit training and prior lending authority.
Relevant Business Services Sector experience is highly desired.
Credit analysis experience/ understanding.
Excellent knowledge of the organizational lending and portfolio management policies and objectives.
Excellent knowledge of the banks financial solution products and services.
Expert knowledge in one or more areas as recognized by clients and peers.
Has additional years of experience and tenure to investment/ portfolio colleagues within the same business.

Exceptional abilities in business development with demonstrated excellence in cross-selling success, sustaining significant revenue generation.
Highly developed written and oral communication skills.
Exceptional analytical skills.
Expertise in financial computer applications and database management tools including MS Excel.
Strong proficiency in other Microsoft Office products and the Internet.
Strong interpersonal skills used within a team environment and in client interaction with emphasis on excelling in relationship building.
Strong ability to advocate persuasively.
Ability to work under limited supervision.
Ability to learn and adapt quickly.
Excellent capability to independently and proactively service multiple clients and effectively manage multiple priorities.
Proven abilities in managerial and leadership skills.
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