Sr. Relationship Manager - Global Commercial Banking​/Middle Market; Fort Worth​/Dallas

Job Description

This role provides advice and valuable financial solutions to complex Global Commercial Banking clients and prospects. The primary responsibilities include serving as a trusted advisor, acquiring and maintaining profitable relationships, collaborating with teammates, and facilitating client relationships with Product Specialists. The candidate is expected to have in-depth knowledge of the bank’s products and services to identify cross‑selling opportunities and increase overall client satisfaction.

• Manages an extensive portfolio of complex clients and prospects with annual revenues of $50 million to $2 billion, helping companies save, borrow, and invest for their current and future needs.
• Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing relationships.
• Understands and interprets financial and cash‑flow statements to assess and analyze financial conditions of companies and industry trends.
• Collaborates with domestic and international teammates across Investment Banking, Foreign Exchange, Wealth Management, and Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions.
• Leads and facilitates dialogue with a variety of complex clients and prospects regarding their industry, alternative capital structures, and general business issues.
• Coaches and mentors peers while utilizing leadership skills.
• Adapts to changes in sales practices and broader market and industry conditions as needed.

• Client Management
• Client Solutions Advisory
• Prospecting
• Relationship Building
• Risk Management
• Financial Analysis
• Leadership Development
• Project Management
• Referral Identification
• Sales Performance Management
• Business Development
• Client Experience Branding
• Continuous Improvement
• Data and Trend Analysis
• Pipeline Management

• Minimum of 10 years’ experience in Commercial Lending or Investment Banking.
• Proven ability to manage an extensive client portfolio.
• Track record of prospecting new business, enhancing relationships, and closing profitable transactions.
• Professional sales skills, including planning, execution, and follow‑up of client meetings.
• Strong corporate finance, capital markets, and accounting acumen.
• Financial modeling experience and completion of a formal credit training.
• Outstanding oral and written communication skills.
• Demonstrated leadership ability.
• Capability to organize, facilitate, lead, and negotiate with a team of bank associates to solve client problems.
• Eligibility for Securities Industry Essentials (SIE), Series 7 & 63 licenses (must obtain within 180 days of start date).

• Existing knowledge of the market.
• Active networking contacts and Centers of Influence in the market.
• Active participation in local community organizations.

• Undergraduate degree (business, finance, or economics preferred); MBA desirable.

1st shift (United States of America)

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