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Relationship Manager jobs at Frost Bank

- 58 jobs
  • Relationship Manager II

    Frost Bank 4.9company rating

    Relationship manager job at Frost Bank

    It's about names, not numbers. Do you consider yourself to be a self-starter? Passionate about financial literacy? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, then the Relationship Manager II role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Relationship Manager II, it's all about building relationships. In this role, you are responsible for the overall quality and longevity of our commercial customers' relationships with the bank. Our relationship managers are adaptable, inquisitive, and driven to succeed. You will have the opportunity to be a part of a team that wins commercial awards year after year for customer service, valuing long-term relationships above all else. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Reach and maintain your target portfolio size within a specified time frame Call prospects who are potentially profitable to the bank Always maintain the best interest of both the bank and customers in all matters Develop an efficient working relationship with Concurrence and the Small Business Loan Center for loan requests Closely monitor the assigned loan portfolio for any deterioration in repayment ability Advise, teach, and train associate relationship managers on how to best serve our customers What you'll need: 3+ years of lending experience Ability to communicate with all levels of personnel Excellent written and verbal communication skills Proficient in Microsoft applications Additional Preferred Skills: Bachelor's degree Completion of 6+ hours of accounting coursework Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost. #LI-HB1
    $89k-118k yearly est. Auto-Apply 60d+ ago
  • Relationship Manager II

    Frost Bank 4.9company rating

    Relationship manager job at Frost Bank

    It's about names, not numbers. Do you consider yourself to be a self-starter? Passionate about financial literacy? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, then the Relationship Manager II role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Relationship Manager II, it's all about building relationships. In this role, you are responsible for the overall quality and longevity of our commercial customers' relationships with the bank. Our relationship managers are adaptable, inquisitive, and driven to succeed. You will have the opportunity to be a part of a team that wins commercial awards year after year for customer service, valuing long-term relationships above all else. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Reach and maintain your target portfolio size within a specified time frame Call prospects who are potentially profitable to the bank Always maintain the best interest of both the bank and customers in all matters Develop an efficient working relationship with Concurrence and the Small Business Loan Center for loan requests Closely monitor the assigned loan portfolio for any deterioration in repayment ability Advise, teach, and train associate relationship managers on how to best serve our customers What you'll need: 3+ years of lending experience Ability to communicate with all levels of personnel Excellent written and verbal communication skills Proficient in Microsoft applications Additional Preferred Skills: Bachelor's degree Completion of 6+ hours of accounting coursework Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
    $89k-117k yearly est. Auto-Apply 60d+ ago
  • Client Relationship Manager

    Stifel 4.8company rating

    Dallas, TX jobs

    Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. What We're Looking For Develop in-depth knowledge of client portfolios; regularly engage with clients. Conduct quarterly/annual client performance reviews in conjunction with the Investment Representative. Coordinate enrollment campaigns/meetings for high-net-worth individuals/individual investors. Analyze and evaluate client needs and provide recommendations concerning the identified issues and potential strategies for further enhancing client relationships. Research, investigate, and analyze client queries and other significant matters, develop strategic responses as needed, and at own judgment. Partner with the Relationship Manager to assess and evaluate client needs and to create further client development opportunities; prepare recommendations for client development opportunities. Other such duties may be necessary to maximize client relationships. What You'll Bring Knowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality service standards, and evaluation of customer satisfaction. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Understanding new information's implications for current and future problem-solving and decision-making. Managing one's own time and priorities to ensure the meeting of deadlines. The ability to communicate information and ideas in spoken or written form so that others will understand. Education & Experience Minimum Required: High School diploma or equivalent required. Minimum Required: 10 years of financial services experience. Licenses & Credentials Minimum Required: FINRA Series 7 & 63. FINRA Series 65 (66) may be required depending on the business coverage. Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, and Outlook. LI-AS1 About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.
    $100k-135k yearly est. Auto-Apply 28d ago
  • Relationship Manager II

    Frost Bank 4.9company rating

    Relationship manager job at Frost Bank

    It's about names, not numbers. Do you consider yourself to be a self-starter? Passionate about financial literacy? Are you willing to step outside your comfort zone in order to provide next-level products, services, and opportunities to our customers? If so, then the Relationship Manager II role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Relationship Manager II, it's all about building relationships. In this role, you are responsible for the overall quality and longevity of our commercial customers' relationships with the bank. Our relationship managers are adaptable, inquisitive, and driven to succeed. You will have the opportunity to be a part of a team that wins commercial awards year after year for customer service, valuing long-term relationships above all else. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Reach and maintain your target portfolio size within a specified time frame Call prospects who are potentially profitable to the bank Always maintain the best interest of both the bank and customers in all matters Develop an efficient working relationship with Concurrence and the Small Business Loan Center for loan requests Closely monitor the assigned loan portfolio for any deterioration in repayment ability Advise, teach, and train associate relationship managers on how to best serve our customers What you'll need: 3+ years of lending experience Ability to communicate with all levels of personnel Excellent written and verbal communication skills Proficient in Microsoft applications Additional Preferred Skills: Bachelor's degree Completion of 6+ hours of accounting coursework Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
    $91k-121k yearly est. Auto-Apply 60d+ ago
  • Merrill Market Client Relationship Manager

    Bank of America 4.7company rating

    El Paso, TX jobs

    Albuquerque, New Mexico;El Paso, Texas; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************** **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $49k-81k yearly est. 54d ago
  • Merrill Market Client Relationship Manager

    Bank of America 4.7company rating

    The Woodlands, TX jobs

    The Woodlands, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $48k-82k yearly est. 60d+ ago
  • Lead Commercial Banking Relationship Manager

    Wells Fargo 4.6company rating

    Dallas, TX jobs

    **About this role:** Wells Fargo is seeking a Lead Commercial Banking Relationship Manager to grow the North Texas team focusing on companies with annual revenues of $100MM to $500MM, as part of the Commercial Bank. Learn more about career areas and business divisions at wellsfargojobs.com (********************************************* **In this role, you will:** + Develop, retain, and grow complex client relationships by understanding client and financial decision-maker priorities, responding promptly, communicating strategically, managing expectations, and actively soliciting feedback. + Lead the structuring, modification, and renewal of complex credit solutions-including cash flow and real estate loans-by analyzing financials, presenting recommendations, coordinating with internal stakeholders, and partnering with senior peers to execute sophisticated transactions. + Deliver the full suite of Wells Fargo solutions by engaging product partners to design client-specific strategies, leveraging a deep understanding of each client's business model, strategic objectives, operational priorities, and financial position. + Make informed decisions in complex, multi-faceted situations within the Commercial Banking Relationship Management group, ensuring compliance with policies and procedures while driving team deliverables and new initiatives. + Collaborate strategically with peers and senior leaders to resolve client issues, navigate internal processes, escalate inquiries when necessary, and identify opportunities for process improvements and risk control enhancements; serve as a mentor to less experienced colleagues. + Drive relationship planning and pipeline management by maintaining accurate and current information in relevant systems to support disciplined sales execution. + Support business development efforts by partnering with Business Development Representatives and leveraging existing networks to source new commercial banking clients. + Provide market and client feedback to leadership in partnership with Commercial Lending Product Management to inform innovation, design, and delivery of credit solutions. **Required Qualifications:** + 5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Comprehensive knowledge of core banking products and services, including commercial lending and treasury management + Proven ability to manage a sales pipeline and consistently deliver strong performance + Established local network and deep understanding of the North Texas market to drive business development + Demonstrated success in converting prospects into long-term client relationships + Extensive experience managing commercial banking relationships for clients with annual revenues of $100MM-$500MM + Strong track record of building and maintaining internal and external partnerships + Self-starter with the ability to work independently and take initiative + Expertise in identifying and mitigating risk while ensuring compliance with policies and procedures + Exceptional verbal, written, and interpersonal communication skills + Highly effective time management and organizational skills + Completion of formal credit training program + Bachelor's or Master's degree in Business, Accounting, or Finance **Job Expectations:** + This position is not eligible for Visa sponsorship + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process + Ability to travel up to 10% of the time \#CommercialBanking **Location:** + 14241 Dallas Pkwy Ste 1300 DALLAS, TX 75254 + 201 Main Street - FORT WORTH, TX 76102 **Posting End Date:** 14 Dec 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-503422
    $47k-79k yearly est. 35d ago
  • ESOP Advisory Principal Relationship Manager

    Wells Fargo 4.6company rating

    Irving, TX jobs

    About this role: Wells Fargo is seeking a Principal Commercial Banking Relationship Manager for the ESOP Advisory Team as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: * Develop, retain, and grow highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as a subject matter expert to guide and influence others in growing relationships * Act as a top subject matter expert to lead highly complex and substantial cash flow, real estate loans, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders * Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients' businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions * Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations * Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo's business objectives, and represent the company externally as an expert; act as a mentor for less experienced colleagues * Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems * Strategically lead and support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks * Partner with Commercial Lending Product Management to provide vision, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations Required Qualifications: * 10+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 3+ years of ESOP related sales or advisory experience * Successfully completed FINRA Series 63 and Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents) * Completion of formal credit training program * Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management * Demonstrated experience working collaboratively to deliver the organization to clients and prospects * Demonstrated experience generating new client relationships, building and retaining long-term client relationships * Experience identifying and mitigating risk, ensuring compliance with processes and procedures * Excellent verbal, written, and interpersonal communication skills Job Expectations: * This position is not eligible for Visa sponsorship * This position offers a hybrid work schedule * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process * Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition, state registration, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. * Obtaining FINRA Series 63 and 79 licenses, or equivalent must be completed within 180-days of date of hire if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. * Compliance with state law registration and licensing requirements is mandatory. * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. * For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required. * This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to compliance with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. * Travel: Ability to travel up to 50% of the time Location: * 2700 S Price Road - Chandler, Arizona 85286 * 333 Market Street - San Francisco, California 94105 * 10 South Wacker Street - Chicago, Illinois 60606 * 299 South Main Street - Salt Lake City, Utah 84111 * 6325 South Rainbow Boulevard - Las Vegas, Nevada 89118 * 600 South 4th Street - Minneapolis, Minneapolis 55415 * 401 Las Colinas Boulevard West - Irving, Texas 75039 * 114 North Beaumont Street - Saint Louis, Missouri 63103 * 1300 Southwest 5th Avenue - Portland, Oregon 97201 * 999 3rd Avenue - Seattle, Washington 98104 * 333 South Grand Avenue - Los Angles, California 90071 None Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $185,000.00 - $300,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 25 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $47k-79k yearly est. 10d ago
  • Lead Commercial Banking Relationship Manager

    Wells Fargo 4.6company rating

    Fort Worth, TX jobs

    **About this role:** Wells Fargo is seeking a Lead Commercial Banking Relationship Manager to grow the North Texas team focusing on companies with annual revenues of $100MM to $500MM, as part of the Commercial Bank. Learn more about career areas and business divisions at wellsfargojobs.com (********************************************* **In this role, you will:** + Develop, retain, and grow complex client relationships by understanding client and financial decision-maker priorities, responding promptly, communicating strategically, managing expectations, and actively soliciting feedback. + Lead the structuring, modification, and renewal of complex credit solutions-including cash flow and real estate loans-by analyzing financials, presenting recommendations, coordinating with internal stakeholders, and partnering with senior peers to execute sophisticated transactions. + Deliver the full suite of Wells Fargo solutions by engaging product partners to design client-specific strategies, leveraging a deep understanding of each client's business model, strategic objectives, operational priorities, and financial position. + Make informed decisions in complex, multi-faceted situations within the Commercial Banking Relationship Management group, ensuring compliance with policies and procedures while driving team deliverables and new initiatives. + Collaborate strategically with peers and senior leaders to resolve client issues, navigate internal processes, escalate inquiries when necessary, and identify opportunities for process improvements and risk control enhancements; serve as a mentor to less experienced colleagues. + Drive relationship planning and pipeline management by maintaining accurate and current information in relevant systems to support disciplined sales execution. + Support business development efforts by partnering with Business Development Representatives and leveraging existing networks to source new commercial banking clients. + Provide market and client feedback to leadership in partnership with Commercial Lending Product Management to inform innovation, design, and delivery of credit solutions. **Required Qualifications:** + 5+ years of Commercial Banking Relationship Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Comprehensive knowledge of core banking products and services, including commercial lending and treasury management + Proven ability to manage a sales pipeline and consistently deliver strong performance + Established local network and deep understanding of the North Texas market to drive business development + Demonstrated success in converting prospects into long-term client relationships + Extensive experience managing commercial banking relationships for clients with annual revenues of $100MM-$500MM + Strong track record of building and maintaining internal and external partnerships + Self-starter with the ability to work independently and take initiative + Expertise in identifying and mitigating risk while ensuring compliance with policies and procedures + Exceptional verbal, written, and interpersonal communication skills + Highly effective time management and organizational skills + Completion of formal credit training program + Bachelor's or Master's degree in Business, Accounting, or Finance **Job Expectations:** + This position is not eligible for Visa sponsorship + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process + Ability to travel up to 10% of the time \#CommercialBanking **Location:** + 14241 Dallas Pkwy Ste 1300 DALLAS, TX 75254 + 201 Main Street - FORT WORTH, TX 76102 **Posting End Date:** 14 Dec 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-503422
    $47k-79k yearly est. 35d ago
  • Commercial Relationship Manager

    First Horizon Corp 3.9company rating

    Houston, TX jobs

    Develops new customer prospects and business with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build long-term and profitable customer relationships in order to maximize portfolio revenue growth and asset quality. Manages complex accounts or has an assigned market region of a complex nature. Essential Duties and Responsibilities: * Maintains a client portfolio for the bank * Expand existing client relationships which generate incremental revenue for the bank * Develop new client relationships which generate acceptable returns for the bank * Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations * Work with Management to make recommendations on loan pricing which are competitive with the marketplace and achieve an acceptable return for the bank * Work with Management to structure loans (term, covenants, collateral, guarantees, etc.) which appropriately protects the bank * Work with Management to recognize client needs and matching the bank's capabilities to meet these needs * Work with Management on loan structure, pricing, and other product/services for clients * Maintain a thorough knowledge of bank's lending policies and regulatory requirements * Provide mentoring and training to other bank associates * Maintain proper house-holding of relationships * Continually upload financial information and client detail into central repository throughout the underwriting process. * Gather financials for new and renewal opportunities with clients. * Prepare Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process. * Work directly with the underwriter to ensure accurate reflection of financials * Work directly with the underwriter to ensure accurate preparation of Loss Given Default, Probability of default and Risk Adjusted Return on Capital models at time of new/renew requests. * Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter * CRM and Under Writer work together to appropriately ensure accuracy of underwriting package. * CRM and Under Writer work together to appropriately ensure accuracy of underwriting package. * Create/Prepare term sheets, with Management supervision. * Finalize term sheets to meet client and bank needs * Engage underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team. * May assist International Operations manager with the daily activities of the department and specialize in Letters of Credit. * Builds and maintains a portfolio mix of targeted high value and high potential clients. * Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. * Work with Manager to coordinate credit decision with Market President, Senior Credit Officer, Executive Credit Officer, Chief Credit Officer and Chief Operations Officer. Create/Prepare Commitment Letter with Management supervision * Finalize any required conditions precedent as needed to ensure Loan Closing has all items needed. * Responsible for reviewing closing documents * Responsible for communication with clients * Identifies portfolio weaknesses and trends and alerts management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions * Ensure receipt of all financial and covenant requirements of client relationships, managing exceptions as dictated by policy. * Annual Review of client relationships as dictated by policy. * Annual Risk Rating of client relationships as dictated by policy. This role is responsible for completing of Loss Given Default and Probability of default models for on-going annual portfolio management. * Ensures client adherence to covenants with review of calculations, key provisions, and recommendations according to policy. * Performs all other duties as assigned Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Bachelor (4-year college) degree 6-8 years of experience or equivalent combination of education and experience About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $71k-88k yearly est. 26d ago
  • Commercial Relationship Manager

    First Horizon Bank 3.9company rating

    Houston, TX jobs

    Develops new customer prospects and business with commercial clients, with the potential to manage a portfolio of commercial clients. Makes and services a wide variety of business and individual loans to build long-term and profitable customer relationships in order to maximize portfolio revenue growth and asset quality. Manages complex accounts or has an assigned market region of a complex nature. **Essential Duties and Responsibilities:** + Maintains a client portfolio for the bank + Expand existing client relationships which generate incremental revenue for the bank + Develop new client relationships which generate acceptable returns for the bank + Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations + Work with Management to make recommendations on loan pricing which are competitive with the marketplace and achieve an acceptable return for the bank + Work with Management to structure loans (term, covenants, collateral, guarantees, etc.) which appropriately protects the bank + Work with Management to recognize client needs and matching the bank's capabilities to meet these needs + Work with Management on loan structure, pricing, and other product/services for clients + Maintain a thorough knowledge of bank's lending policies and regulatory requirements + Provide mentoring and training to other bank associates + Maintain proper house-holding of relationships + Continually upload financial information and client detail into central repository throughout the underwriting process. + Gather financials for new and renewal opportunities with clients. + Prepare Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process. + Work directly with the underwriter to ensure accurate reflection of financials + Work directly with the underwriter to ensure accurate preparation of Loss Given Default, Probability of default and Risk Adjusted Return on Capital models at time of new/renew requests. + Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter + CRM and Under Writer work together to appropriately ensure accuracy of underwriting package. + CRM and Under Writer work together to appropriately ensure accuracy of underwriting package. + Create/Prepare term sheets, with Management supervision. + Finalize term sheets to meet client and bank needs + Engage underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team. + May assist International Operations manager with the daily activities of the department and specialize in Letters of Credit. + Builds and maintains a portfolio mix of targeted high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. + Work with Manager to coordinate credit decision with Market President, Senior Credit Officer, Executive Credit Officer, Chief Credit Officer and Chief Operations Officer. Create/Prepare Commitment Letter with Management supervision + Finalize any required conditions precedent as needed to ensure Loan Closing has all items needed. + Responsible for reviewing closing documents + Responsible for communication with clients + Identifies portfolio weaknesses and trends and alerts management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions + Ensure receipt of all financial and covenant requirements of client relationships, managing exceptions as dictated by policy. + Annual Review of client relationships as dictated by policy. + Annual Risk Rating of client relationships as dictated by policy. This role is responsible for completing of Loss Given Default and Probability of default models for on-going annual portfolio management. + Ensures client adherence to covenants with review of calculations, key provisions, and recommendations according to policy. + Performs all other duties as assigned **Qualifications:** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: Bachelor (4-year college) degree 6-8 years of experience or equivalent combination of education and experience **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $71k-88k yearly est. 26d ago
  • Commercial Private Banker

    Bankunited 4.7company rating

    Dallas, TX jobs

    LOCATION: Dallas, TX or Atlanta, GA SUMMARY: The Commercial Private Banker is a relationship-focused role responsible for building and managing a portfolio of commercial, corporate, and commercial real estate (CRE) clients. This role focuses on delivering a full range of banking solutions including commercial lending, deposit services, and treasury management, tailored to meet the unique financial needs of business clients across various industries. The ideal candidate will demonstrate a strong ability to build lasting client relationships, drive revenue growth, and collaborate effectively across internal teams to deliver an exceptional client experience. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Develop and manage a portfolio of business clients, including commercial, middle-market, and CRE borrowers / non-borrowers. Deliver customized deposit solutions and treasury management products to optimize client cash flow and liquidity. Proactively identify and pursue new business opportunities through networking, referrals and direct prospecting. Serve as the primary point of contact for assigned clients, offering high-touch service and strategic financial advice. Identify cross-sell opportunities and work closely with product partners (e.g., treasury management, merchant services, commercial card) to deliver comprehensive financial solutions. Collaborate with support, credit, underwriting, product specialists, and internal partners to provide seamless onboarding and servicing. Authorizes or rejects overdrafts in depository account within established authorities. Advises customers, where possible, concerning business management and financial matters and builds consistent and long-term financial advisory relationships with clients. Maintain deep knowledge of market trends, competitor offerings, and regulatory changes. Uphold the bank's risk management standards and ensure all activities comply with the policies and regulations. Prepares and delivers clear, effective and professional presentations. Keeps abreast of local and national economic, financial, political and legislative events and climates which could have an impact on the division's activities. Maintains professional and community relations to increase the bank's visibility and new business opportunities, and to further personal development. Supports Regional Market Executive in achieving budgeted controllable non-interest income and expense, as well as deposit and loan goals, based on department's annual budget plan. Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). Adheres to Bank policies and procedures and completes required training. Identifies and reports suspicious activity. EDUCATION Bachelor's Degree Business, Finance, Economics, or related field required EXPERIENCE 10+ Years of direct experience in commercial and/or private banking, preferably in client facing role required 10+ Years Proven track record of business development and portfolio management within the commercial segment Experience in Commercial Real Estate preferred ADDITIONAL INFORMATION Candidates residing in locations within BankUnited's footprint may be given preference.
    $69k-85k yearly est. 1d ago
  • Small Business Banking Relationship Management Manager (LO)

    Wells Fargo 4.6company rating

    Austin, TX jobs

    About this role: Wells Fargo is seeking a Small Business Relationship Management Manager to support Small Business Banking. We are seeking candidates that are passionate about small business, with the ability to build trust, and deepen relationships as well as leadership experience to help drive and deliver results for small business clients. In this role, you will: * Manage and develop a team of relationship managers with a focus on client relationship management, client experience, acquisition of new clients, deepening of existing relationships, and risk management for Small Business customers (defined as revenue of $1-25MM). * Promote the growth of the business by implementing strategies to increase revenue by onboarding new clients, deepening the relationship with existing clients, and retaining existing credit or deposit balances within an assigned territory. * Identify and recommend opportunities for process improvement and risk control development. * Make decisions and resolve low to moderately complex issues regarding resources, objectives, and operations of team to meet business objectives. * Collaborate and consult with peers, colleagues, and multiple level managers, interact directly with clients, represent the company externally, and lead a team of individuals to resolve client issues while achieving Wells Fargo's business objectives, by helping clients navigate processes and escalating inquires when needed. * Create professional teams within functional area through effective selection, training, skill development, motivation, evaluation, and retention of highly skilled and proficient business banking professionals. * Manage allocation of people and financial resources for functional area * Mentor and guide talent development of direct reports and assist in hiring talent * Coach and manage team with low to moderate complexity and risk to offer the full suite and digital solutions to meet clients' needs, by developing best practices to engage product organizations and understand clients' businesses, strategic objectives, operational priorities, and financial positions. * Partner with Strategy, Sales, and Product partners to provide vision, leadership, leveraging market data and expertise on client and market needs to enable the innovation, design, and delivery of solutions more effectively. * Establish relationships with Wells Fargo partners across assigned territory to develop partnership agreements to better meet our client's needs. * This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. Required Qualifications: * 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. * 2+ years of leadership experience Desired Qualifications: * Demonstrated ability and proven track record of managing a high performing non-exempt and/or exempt sales team * Demonstrated ability to manage teams across multiple locations including geography/markets and/or remote. * Demonstrates a clear understanding of Business Banking products, such as: * Business Checking Accounts * Lines of Credit * Payables and Receivables * Understanding of complex business cash flow (if applicable) * Demonstrated ability to drive change within an organization * Proven ability to navigate and prioritize multiple priorities * Excellent verbal, written, and interpersonal communication skills * Excellent time management and organizational skills * Thorough understanding of Operational Risk Job Expectations: * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Locations: * 201 Main St. Fort Worth, TX * 111 Congress Ave. Austin, TX * 401 Las Colinas, Irving, TX Posting End Date: 19 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $45k-74k yearly est. 13d ago
  • Small Business Banking Relationship Management Manager (LO)

    Wells Fargo 4.6company rating

    Austin, TX jobs

    **About this role:** Wells Fargo is seeking a Small Business Relationship Management Manager to support Small Business Banking. We are seeking candidates that are passionate about small business, with the ability to build trust, and deepen relationships as well as leadership experience to help drive and deliver results for small business clients. **In this role, you will:** + Manage and develop a team of relationship managers with a focus on client relationship management, client experience, acquisition of new clients, deepening of existing relationships, and risk management for Small Business customers (defined as revenue of $1-25MM). + Promote the growth of the business by implementing strategies to increase revenue by onboarding new clients, deepening the relationship with existing clients, and retaining existing credit or deposit balances within an assigned territory. + Identify and recommend opportunities for process improvement and risk control development. + Make decisions and resolve low to moderately complex issues regarding resources, objectives, and operations of team to meet business objectives. + Collaborate and consult with peers, colleagues, and multiple level managers, interact directly with clients, represent the company externally, and lead a team of individuals to resolve client issues while achieving Wells Fargo's business objectives, by helping clients navigate processes and escalating inquires when needed. + Create professional teams within functional area through effective selection, training, skill development, motivation, evaluation, and retention of highly skilled and proficient business banking professionals. + Manage allocation of people and financial resources for functional area + Mentor and guide talent development of direct reports and assist in hiring talent + Coach and manage team with low to moderate complexity and risk to offer the full suite and digital solutions to meet clients' needs, by developing best practices to engage product organizations and understand clients' businesses, strategic objectives, operational priorities, and financial positions. + Partner with Strategy, Sales, and Product partners to provide vision, leadership, leveraging market data and expertise on client and market needs to enable the innovation, design, and delivery of solutions more effectively. + Establish relationships with Wells Fargo partners across assigned territory to develop partnership agreements to better meet our client's needs. + This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. **Required Qualifications:** + 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. + 2+ years of leadership experience **Desired Qualifications:** + Demonstrated ability and proven track record of managing a high performing non-exempt and/or exempt sales team + Demonstrated ability to manage teams across multiple locations including geography/markets and/or remote. + Demonstrates a clear understanding of Business Banking products, such as: + Business Checking Accounts + Lines of Credit + Payables and Receivables + Understanding of complex business cash flow (if applicable) + Demonstrated ability to drive change within an organization + Proven ability to navigate and prioritize multiple priorities + Excellent verbal, written, and interpersonal communication skills + Excellent time management and organizational skills + Thorough understanding of Operational Risk **Job Expectations:** + Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. **Locations:** + 201 Main St. Fort Worth, TX + 111 Congress Ave. Austin, TX + 401 Las Colinas, Irving, TX **Posting End Date:** 19 Dec 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-508407
    $45k-74k yearly est. 12d ago
  • Commercial Middle Market Banker

    First Horizon Bank 3.9company rating

    Dallas, TX jobs

    Commercial Middle Market Bankers at First Horizon target companies with revenues generally from $50 Million to $1 Billion+ and coordinate with a talented team of treasury management officers, portfolio managers, credit analysts, and support staff to deliver outstanding client experiences. Our extensive financial products and services, coupled with your business acumen and marketing skills, equips you to seek new clients, nurture existing relationships, and structure financial solutions that achieve mutually beneficial goals and strengthen our communities. If you are interested in a market-centric organization with an incredible support team and the ability to approve and close deals quickly, let's connect to see whether we're a fit! **Key Responsibilities Include** + Daily marketing to clients, prospects and centers of influence + Develop new clients and expand existing relationships + Generate lending, deposit and cash management opportunities + Analyze client financial needs and craft creative solutions + Recommend pricing options + Structure complex loans + Negotiate independently with clients + Provide mentoring and training to other bank associates **Qualifications Include** + Four year college degree, preferably in Finance or Accounting; An MBA is a plus + At least 4 years of related banking experience; Formal credit training or the equivalent preferred + Experience with Microsoft Outlook, Word, and Excel **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $71k-86k yearly est. 19d ago
  • Commercial Middle Market Banker

    First Horizon Corp 3.9company rating

    Dallas, TX jobs

    Commercial Middle Market Bankers at First Horizon target companies with revenues generally from $50 Million to $1 Billion+ and coordinate with a talented team of treasury management officers, portfolio managers, credit analysts, and support staff to deliver outstanding client experiences. Our extensive financial products and services, coupled with your business acumen and marketing skills, equips you to seek new clients, nurture existing relationships, and structure financial solutions that achieve mutually beneficial goals and strengthen our communities. If you are interested in a market-centric organization with an incredible support team and the ability to approve and close deals quickly, let's connect to see whether we're a fit! Key Responsibilities Include * Daily marketing to clients, prospects and centers of influence * Develop new clients and expand existing relationships * Generate lending, deposit and cash management opportunities * Analyze client financial needs and craft creative solutions * Recommend pricing options * Structure complex loans * Negotiate independently with clients * Provide mentoring and training to other bank associates Qualifications Include * Four year college degree, preferably in Finance or Accounting; An MBA is a plus * At least 4 years of related banking experience; Formal credit training or the equivalent preferred * Experience with Microsoft Outlook, Word, and Excel About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $71k-86k yearly est. 19d ago
  • Small Business Relationship Management Manager (LO)

    Wells Fargo Bank 4.6company rating

    Irving, TX jobs

    About this role: Wells Fargo is seeking a Small Business Relationship Management Manager to support Small Business Banking. We are seeking candidates that are passionate about small business, with the ability to build trust, and deepen relationships as well as leadership experience to help drive and deliver results for small business clients. In this role, you will: Manage and develop a team of relationship managers with a focus on client relationship management, client experience, acquisition of new clients, deepening of existing relationships, and risk management for Small Business customers (defined as revenue of $1-25MM). Promote the growth of the business by implementing strategies to increase revenue by onboarding new clients, deepening the relationship with existing clients, and retaining existing credit or deposit balances within an assigned territory. Identify and recommend opportunities for process improvement and risk control development. Make decisions and resolve low to moderately complex issues regarding resources, objectives, and operations of team to meet business objectives. Collaborate and consult with peers, colleagues, and multiple level managers, interact directly with clients, represent the company externally, and lead a team of individuals to resolve client issues while achieving Wells Fargo's business objectives, by helping clients navigate processes and escalating inquires when needed. Create professional teams within functional area through effective selection, training, skill development, motivation, evaluation, and retention of highly skilled and proficient business banking professionals. Manage allocation of people and financial resources for functional area Mentor and guide talent development of direct reports and assist in hiring talent Coach and manage team with low to moderate complexity and risk to offer the full suite and digital solutions to meet clients' needs, by developing best practices to engage product organizations and understand clients' businesses, strategic objectives, operational priorities, and financial positions. Partner with Strategy, Sales, and Product partners to provide vision, leadership, leveraging market data and expertise on client and market needs to enable the innovation, design, and delivery of solutions more effectively. Establish relationships with Wells Fargo partners across assigned territory to develop partnership agreements to better meet our client's needs. This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. Required Qualifications: 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. 2+ years of leadership experience Desired Qualifications: Demonstrated ability and proven track record of managing a high performing non-exempt and/or exempt sales team Demonstrated ability to manage teams across multiple locations including geography/markets and/or remote. Demonstrates a clear understanding of Business Banking products, such as: Business Checking Accounts Lines of Credit Payables and Receivables Understanding of complex business cash flow (if applicable) Demonstrated ability to drive change within an organization Proven ability to navigate and prioritize multiple priorities Excellent verbal, written, and interpersonal communication skills Excellent time management and organizational skills Thorough understanding of Operational Risk Job Expectations: Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Location: 401 Las Colinas Blvd Irving, Texas 75039 Posting End Date: 19 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $43k-72k yearly est. 12d ago
  • Business Relationship Support Manager - Dedicated Service, Global Payments & Liquidity

    Wells Fargo 4.6company rating

    Irving, TX jobs

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wells Fargo's Global Payments & Liquidity (GPL) team is an integrated, forward-looking product organization with end-to-end payments, data, liquidity and associated lending solutions that enable our clients to achieve their business objectives in an evolving digital world. About this role: Wells Fargo is seeking a Business Relationship Support Manager to join the Dedicated Service team in the Global Payments & Liquidity line of business. In this role, you will: * Manage the relationship support function for an assigned team or office * Manage the end-to-end customer experience including onboarding and extensive problem-solving * Participate in the identification and maximization of growth opportunities and on-site calls with Relationship Managers * Identify and recommend opportunities for process improvement and risk control development * Oversee customer due diligence operations which may include proper initiation and accuracy of loan documentation process and implementation of treasury products, adhering to all policy and regulatory requirements * Oversee a compliance monitoring program and evaluate the results, ensuring achievement of a satisfactory rating on all audits, working with business management to resolve issues, and address deficiencies * Complete all required assessments, exercises, training, and affirmations in accordance with Bank Policies and Audit requirements, including Business Continuity Planning * Make decisions and resolve issues for operations of the business relationship team to meet objectives * Interpret and develop policies and procedures to implement compliance and to resolve issues * Collaborate and influence all levels of professionals including experienced managers * Lead team to achieve objectives * Manage allocation of people and financial resources for Business Relationship Support * Mentor and guide talent development of direct reports and assist in hiring talent Required Qualifications: * 4+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * 2+ years of leadership experience Desired Qualifications: * 2+ years of experience leading a team responsible for implementing and/or servicing treasury management services * 3+ years of experience supporting complex treasury management products (ex: electronic commerce services, BAI, international wires) * Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others * Expert knowledge base and understanding of treasury management tools, products, and services * Curious, proactive, customer-centric mindset with the ability to balance the needs of clients, shareholders, and team members * Ability to be flexible in a fast-paced environment while balancing competing time sensitive priorities * Excellent team player with ability to partner with internal and external partners and across all organizational levels * Excellent verbal, written, and interpersonal communication skills * Strong computer skills, including Excel, MS Work and Power Point Job Expectations: * This position is not eligible for Visa sponsorship * This position is a hybrid model. Must be willing to work out of the Irving, TX, Des Moines, IA, Charlotte, NC, Winston Salem, NC, Minneapolis, MN, or El Monte, CA approximately 3 days a week * Ability to travel 10% * Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process Pay Range: * Irving, TX: $87,000 - $140,000 * Des Moines, IA: $87,000 - $140,000 * Charlotte, NC: $87,000 - $140,000 * Winston Salem, NC: $87,000 - $140,000 * Minneapolis, MN: $96,000 - $154,000 * El Monte, CA: $104,000 - $168,000 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $168,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 18 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $43k-72k yearly est. 5d ago
  • Business Relationship Support Manager - Dedicated Service, Global Payments & Liquidity

    Wells Fargo 4.6company rating

    Irving, TX jobs

    At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Wells Fargo's Global Payments & Liquidity (GPL) team is an integrated, forward-looking product organization with end-to-end payments, data, liquidity and associated lending solutions that enable our clients to achieve their business objectives in an evolving digital world. **About this role:** Wells Fargo is seeking a Business Relationship Support Manager to join the Dedicated Service team in the Global Payments & Liquidity line of business. **In this role, you will:** + Manage the relationship support function for an assigned team or office + Manage the end-to-end customer experience including onboarding and extensive problem-solving + Participate in the identification and maximization of growth opportunities and on-site calls with Relationship Managers + Identify and recommend opportunities for process improvement and risk control development + Oversee customer due diligence operations which may include proper initiation and accuracy of loan documentation process and implementation of treasury products, adhering to all policy and regulatory requirements + Oversee a compliance monitoring program and evaluate the results, ensuring achievement of a satisfactory rating on all audits, working with business management to resolve issues, and address deficiencies + Complete all required assessments, exercises, training, and affirmations in accordance with Bank Policies and Audit requirements, including Business Continuity Planning + Make decisions and resolve issues for operations of the business relationship team to meet objectives + Interpret and develop policies and procedures to implement compliance and to resolve issues + Collaborate and influence all levels of professionals including experienced managers + Lead team to achieve objectives + Manage allocation of people and financial resources for Business Relationship Support + Mentor and guide talent development of direct reports and assist in hiring talent **Required Qualifications:** + 4+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + 2+ years of leadership experience **Desired Qualifications:** + 2+ years of experience leading a team responsible for implementing and/or servicing treasury management services + 3+ years of experience supporting complex treasury management products (ex: electronic commerce services, BAI, international wires) + Strong personal leadership skills, including initiative, accountability and the ability to inspire and motivate others + Expert knowledge base and understanding of treasury management tools, products, and services + Curious, proactive, customer-centric mindset with the ability to balance the needs of clients, shareholders, and team members + Ability to be flexible in a fast-paced environment while balancing competing time sensitive priorities + Excellent team player with ability to partner with internal and external partners and across all organizational levels + Excellent verbal, written, and interpersonal communication skills + Strong computer skills, including Excel, MS Work and Power Point **Job Expectations:** + This position is not eligible for Visa sponsorship + This position is a hybrid model. Must be willing to work out of the Irving, TX, Des Moines, IA, Charlotte, NC, Winston Salem, NC, Minneapolis, MN, or El Monte, CA approximately 3 days a week + Ability to travel 10% + Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process **Pay Range:** + Irving, TX: $87,000 - $140,000 + Des Moines, IA: $87,000 - $140,000 + Charlotte, NC: $87,000 - $140,000 + Winston Salem, NC: $87,000 - $140,000 + Minneapolis, MN: $96,000 - $154,000 + El Monte, CA: $104,000 - $168,000 **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $87,000.00 - $168,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 18 Dec 2025 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-508363
    $43k-72k yearly est. 5d ago
  • Small Business Banking Relationship Management Manager (LO)

    Wells Fargo Bank 4.6company rating

    Fort Worth, TX jobs

    About this role: Wells Fargo is seeking a Small Business Relationship Management Manager to support Small Business Banking. We are seeking candidates that are passionate about small business, with the ability to build trust, and deepen relationships as well as leadership experience to help drive and deliver results for small business clients. In this role, you will: Manage and develop a team of relationship managers with a focus on client relationship management, client experience, acquisition of new clients, deepening of existing relationships, and risk management for Small Business customers (defined as revenue of $1-25MM). Promote the growth of the business by implementing strategies to increase revenue by onboarding new clients, deepening the relationship with existing clients, and retaining existing credit or deposit balances within an assigned territory. Identify and recommend opportunities for process improvement and risk control development. Make decisions and resolve low to moderately complex issues regarding resources, objectives, and operations of team to meet business objectives. Collaborate and consult with peers, colleagues, and multiple level managers, interact directly with clients, represent the company externally, and lead a team of individuals to resolve client issues while achieving Wells Fargo's business objectives, by helping clients navigate processes and escalating inquires when needed. Create professional teams within functional area through effective selection, training, skill development, motivation, evaluation, and retention of highly skilled and proficient business banking professionals. Manage allocation of people and financial resources for functional area Mentor and guide talent development of direct reports and assist in hiring talent Coach and manage team with low to moderate complexity and risk to offer the full suite and digital solutions to meet clients' needs, by developing best practices to engage product organizations and understand clients' businesses, strategic objectives, operational priorities, and financial positions. Partner with Strategy, Sales, and Product partners to provide vision, leadership, leveraging market data and expertise on client and market needs to enable the innovation, design, and delivery of solutions more effectively. Establish relationships with Wells Fargo partners across assigned territory to develop partnership agreements to better meet our client's needs. This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. Required Qualifications: 4+ years of Business Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. 2+ years of leadership experience Desired Qualifications: Demonstrated ability and proven track record of managing a high performing non-exempt and/or exempt sales team Demonstrated ability to manage teams across multiple locations including geography/markets and/or remote. Demonstrates a clear understanding of Business Banking products, such as: Business Checking Accounts Lines of Credit Payables and Receivables Understanding of complex business cash flow (if applicable) Demonstrated ability to drive change within an organization Proven ability to navigate and prioritize multiple priorities Excellent verbal, written, and interpersonal communication skills Excellent time management and organizational skills Thorough understanding of Operational Risk Job Expectations: Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Locations: 201 Main St. Fort Worth, TX 111 Congress Ave. Austin, TX 401 Las Colinas, Irving, TX Posting End Date: 19 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $43k-72k yearly est. 12d ago

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