• Commercial Relationship Manager Associate

    Location US-TX-Houston
    Posted Date 2 weeks ago(11/6/2018 1:33 PM)
    Job ID
    Commercial Banking
    Regular Full-Time
    Job Grade
    FLSA Status
    Working Hours
    8am - 5pm
    Job Location: Company
    Houston Commercial Banking - Montgomery
  • Overview

    The purpose of this job is to operate under the guidance of Commercial Relationship Managers in the day-to-day activities of the Commercial Lending Department, while developing/building a personal portfolio and the skills necessary to progress as a Commercial Relationship Manager. Other purposes are to assist in commercial portfolio management, the preparation of loan packages, and to conduct special projects as required.


    • Work with Commercial Lending personnel on a day-to-day basis in order to learn the fundamentals of Commercial Banking, i.e. portfolio management, credit analysis, loan presentation, and loan negotiation with oversight from an experienced Commercial Relationship Manager.
    • Begin process of obtaining business development (sales) skills through structured calling program to gain experience in outside loan production and negotiations
    • Begin participation in community, professional, and trade organizations


    • Four-year college degree preferred
    • Minimum of two (2) years banking experience or equivalence in one or a combination of the following areas:
    - Management Development Program
    - Relationship Manager
    - Credit Analysis
    - Retail Banking
    • Basic knowledge of the financial services industry
    • Knowledge of Commercial Lending and the bank's financial products and services
    • Knowledge of sales principles
    • Effective oral and written communication skills
    • General working knowledge of PC operations to include word processing and spreadsheet applications


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