Commercial Relationship Manager II - 290/Hollister

Research shows that individuals from historically underrepresented groups may hesitate to apply for roles unless they meet every listed requirement. If you believe your skills, knowledge, and experience align with the role, even if they don’t exactly match the listed qualifications, we encourage you to apply. Your unique talents may be exactly what we’re looking for.
Open to anyone residing in Texas.


Commercial Banking is designed to serve mid-sized businesses with annual revenues between $1 million and $25 million and credit needs up to $10 million. The segment’s value proposition centers on delivering scalable financial solutions that support operational efficiency and growth. Clients in this segment are experienced operators with expanded accounting capabilities and evolving financial needs, including working capital, enhanced payment systems, and faster money movement. Commercial Banking offers consultative support and tailored products that help clients streamline operations and access capital with confidence. The segment builds enduring relationships by providing responsive service and strategic guidance that aligns with each client’s business goals.
The Commercial Relationship Manager I supports mid-sized commercial clients with evolving financial needs. This role focuses on learning the fundamentals of relationship management, credit structuring, and portfolio oversight. Working with guidance from senior staff, Relationship Managers identify new business opportunities, prepare credit narratives, and coordinate deal execution. They engage with clients to understand basic operational challenges and support the delivery of tailored banking solutions. They remain involved throughout the lifecycle of the loan, ensuring that the client’s experience is seamless and aligned with the bank’s service standards.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Client Support & Development:
◦ Identify and pursue new business opportunities with commercial clients.
◦ Learn to deliver consultative support on basic financial needs and banking products.
◦ Recommend value-driven solutions tailored to client needs.
2. Loan Origination & Execution Support:
◦ Contribute to credit narrative preparation with analyst guidance.
◦ Assist in coordinating third-party activities and deal execution.
◦ Observe and learn loan approval processes within delegated authority.
3. Internal Collaboration & Learning:
◦ Work closely with portfolio managers, credit analysts, and lending assistants.
◦ Support transaction flow and post-funding servicing under supervision.
◦ Participate in internal meetings and training to build commercial banking expertise.
4. Portfolio Monitoring & Reporting:
◦ Manage non-borrowing relationships and monitor existing exposure
◦ Track risk ratings, covenants, and financial reporting.
◦ Oversee renewals, annual reviews, and servicing compliance.
5. Compliance with any and all BSA/AML/CFT and Sanctions requirements set forth by Bank Policy and Procedure, including but not limited to timely completion of assigned training.
SECONDARY DUTIES
The position performs duties specific to the position and other functions as assigned by management.
SUPERVISORY RESPONSIBILITY
This position is not responsible for the supervision of staff.
ENVIRONMENT AND PHYSICAL ACTIVITY
The incumbent is in a non-confined office setting in which they are free to move about at will. In the course of performing the duties and responsibilities of this position spends time writing, speaking, listening, lifting (up to 25 pounds), sitting, typing on a computer keyboard, and standing, kneeling and reaching.
Travel by motor vehicle is a regular requirement of this position. The incumbent will need to drive within the assigned area in their portfolio to meet with both existing and prospective clients, attend meetings, and engage in other work-related activities. This will require a valid driver’s license, access to a reliable vehicle, and adherence to safe driving practices. The incumbent must be able to navigate city traffic and manage time effectively to meet deadlines and fulfill client appointments.
The incumbent for this position may operate any or all of the following: telephone, copy and fax machine, adding machine, computer and related printers.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The incumbent in this position must be able to read documents or instruments, detailed work, problem solving, customer contact, reasoning, math, verbal and written commun