Execute integrated sales and relationship strategies that are in alignment with the bank's business plan to achieve desired revenue and service standards by meeting assigned goals.
Responsible for client satisfaction and relationship profitability, while providing customers with a single point of contact within the bank.
Serve clients by identifying clients' needs and cross-sell the full range of bank products and services to new and existing clients.
Participate in joint calls/meetings with business partners within the bank to develop customer relationships and support specific product sales across business lines.
Use sound judgment in qualifying potential customers and related business deal. Ensure customers meet credit and compliance criteria.
Partner with Portfolio Managers and Credit Analyst to ensure all necessary documents are delivered to allow for a complete credit assessment.
Build and manage portfolio including monitoring credit quality and taking action as appropriate.
Ensure that all client services and product processing activities are carried out in accordance with all regulatory, legal and governmental regulations. Work with corporate compliance, loan and deposit operations to ensure conformity with bank policies, procedures and Federal and State regulations and laws.
Represent the bank in civic and community functions to further enhance its image and develop expanded business.
Attend meetings and training as required to continue development and to enhance knowledge of products, processes and technologies.
Adhere to all Texas Partners Bank policies, procedures and regulatory requirements
Requirements
BS or BA degree, or appropriate experience may be substituted
7 to 10 years experience in banking and commercial/Small Business Administration lending required.
Knowledge of the San Antonio and surrounding area markets preferred.
Credit knowledge is desired.
Working Conditions:
Work environment characteristics and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, reasonable mobility in and around the work area is required. The employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. Ability to use standard computer, printers, scanners, phone systems and alarm systems is required. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The employee is not exposed to weather conditions. Normal office environment where there is almost no discomfort due to temperature, dust, noise, or other disagreeable elements. Regularly will travel to company and/or client locations for meetings or service needs.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
"We are proud to be an Equal Opportunity Employer."
"We do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identity, age, national origin, protected veteran status or disability."