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Relationship Banking Business Manager

TBK Bank Dallas, TX
  • Expired: over a month ago. Applications are no longer accepted.

The Relationship Banking Business Manager (RBBM) is responsible for leading initiatives to deliver TBK Bank’s full array of services and capabilities to new and existing lending clients. The RBBM will need to work in conjunction with the commercial finance and community bank teams to facilitate the identification, prioritization, coordination and delivery of opportunities to serve clients holistically.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Specific initiatives will include:

  • Leading and managing cross-functional efforts to create a comprehensive relationship banking system, including CRM systems enhancements, improved relationship pricing tools, new banker training programs, new product bundles and changes to policies, processes and procedures
  • Targeting clients and prospects with the highest potential for comprehensive relationship banking and delivering attractive lead lists to bankers
  • Coordination and tracking of lending sales campaigns (e.g., deposit gathering campaigns for lending officers and treasury specialists)
  • Managing the creation and progress of referrals across regions, lending specialty teams and product specialists
  • Measuring cross-sell ratios across all of our CB markets and CF LOBs to monitor progress and identify areas requiring additional attention
  • Continually updating and accelerating progress on “top 5” cross-serve opportunities within each LOB
  • Planning and preparing materials for sales “events” (internal sales conference calls and meetings)
  • Participating in clients and banker meetings to continuously refine our offerings to better meet the needs of clients

TBK Bank

Why Work Here?

At TBK Bank, we're a team of passionate, driven, collaborative, solutions minded people who want to make a difference in the lives of our customers and communities. Our mission is to do well and to do good at the same time. We accomplish this by working together, because at the end of the day, TBK stands for helping the people and business in our communities succeed.