WaFd Bank · 16 hours ago
Senior Relationship Manager
Dallas, TX
Full-time
Onsite
Senior Level
$115K/yr - $175K/yr
7+ years expWaFd Bank is dedicated to fostering strong client relationships, and they are seeking a Senior Relationship Manager to develop and manage business banking client portfolios. The role involves engaging in sales processes, analyzing financial statements, and ensuring adherence to credit quality and risk management standards.
BankingFinanceFinancial Services
Responsibilities
Manages and grow an extensive portfolio of business clients, with a focus on acquiring, deepening, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships
Analyze financial statement reports, conducting thorough due diligence, assess credit risk, and execute prudent and sound underwriting practices of loan proposals and recommendations to credit administration for review and approval
Monitor and manage an assigned loan portfolio and maintain awareness of competitive landscape, company-specific developments, industry trends, economic factors, rates and other changes in market conditions that may impact the credit strength of the portfolio. Works closely with existing and new clients to understand their specific financial requirements and provide effective solutions, while maintaining the credit quality standards of the bank
Execute consistent and systematic outbound sales strategies and business development efforts aimed to drive growth in business loans/lines and deposits, merchant processing, treasury management products lines that drives profitability growth
Serve as the primary point of contact and be a trusted advisor to clients, deepening and maintaining profitable relationships. Identifies and develop new profitable relationships with prospects and clients consistent with the objectives of the bank through extensive business development activity
Supports other Relationship Managers, Analysts, and other colleagues to provided customers and prospects the solutions recommended. May occasionally assist business bankers and other relationship managers within their assigned area on calls to help them advance their skills. Participates in internal and external community activities as a representative of WaFd Bank, promoting the brand and attracting new colleagues and customers
Develops a strong understanding of WaFd Bank’s product offering and credit philosophy to more effectively assist in client calling efforts and to become a trusted advisor to clients
Negotiates transactions; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgment when making loan proposals. Recommends approval of credits meeting or exceeding the banks credit standards. Ensures the quality of all business introduced to the Bank
Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate
Execute on the strategic plan developed by the Regional President and Executive Director. Interfaces with other Bank departments including the branches within their assigned area as necessary. Take a lead role in defining responsibilities and coordinating objectives for all product areas in a relationship or transaction, particularly deposits and treasury management products. Resolves all client needs and any internal fiction points
Adhere to bank policies and procedures designed to comply with federal regulations, including but not limited to the Bank Secrecy Act, USA Patriot Act and OFAC regulations
Other duties as assigned
Qualification
Required
Bachelor's degree in business, finance, accounting, or equivalent
Minimum 7 -10 years of banking experience required
Minimum 7 years of commercial lending experience
Extensive knowledge of Bank products and services
Extensive knowledge of Bank operations, policies and procedures and regulatory compliance
Strong interpersonal, verbal and written communication skills
Strong leadership and problem-solving skills
Benefits
Paid time off for vacation, sick days and holidays
Health insurance
Stock options
Bonus programs
Generous 4% 401(k) matching plus a generous 3% annual contribution, 7% total employer contribution
Paid Parental Leave
Life and AD&D insurance
Long-term disability
Tuition Reimbursement
Employee assistance programs
Pre-tax health and dependent-care spending plans
Company
WaFd Bank
WaFd Bank provides banking and financial services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Joy Barrett
Senior Vice President Banking Division Manager
Colin Murphy
Regional President
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