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Relationship Manager

FiStaff

  • Dallas, TX
  • 4 days ago

    Highlights

    You may bring established NFP banking experience and relationships, or come from a commercial portfolio management, underwriting, credit, or relationship banking background with the financial acumen and drive to become more client-facing and ultimately own and grow a portfolio. This is an opportunity to build or continue a career in a specialized area of commercial banking, develop meaningful client relationships, and play an important role in growing a Not-for-Profit portfolio.

    Numbers & Facts

    LocationDallas, TX
    IndustryStaffing/Employment Agencies
    Company Size20 to 49 employees
    Year Founded1992
    Websitehttp://www.fistaff.com/

    Description

    Not-for-Profit Relationship Manager
    FiStaff is partnering with an established Texas bank that is expanding its Not-for-Profit Banking team. We are seeking experienced NFP bankers as well as commercial banking professionals who have the credit foundation and ambition to develop into this specialized area.

    This is an opportunity to work with organizations that include 501(c)(3) nonprofits, museums, churches, higher education institutions, private schools and other mission-driven organizations.

    What You'll Do
    In this role, you'll develop and manage relationships with Not-for-Profit organizations while helping clients navigate their broader banking and financial needs.

    Responsibilities may include:
    • Build and manage relationships with Not-for-Profit clients and prospects.
    • Develop a strong understanding of each organization's financial position, operating model and banking needs.
    • Analyze financial statements, balance sheets, income statements and other financial information.
    • Partner with credit and internal banking teams to structure appropriate solutions.
    • Identify opportunities to deepen existing relationships and develop new business.
    • Build relationships with CFOs, executives and other financial decision-makers.
    • Develop expertise in the unique financial needs of Not-for-Profit organizations.
    • Manage and grow a portfolio of commercial relationships.
    Who We're Looking For
    We’re looking for a banking professional with a strong commercial and credit foundation who is interested in building or continuing a career in Not-for-Profit banking.

    You may bring established NFP banking experience and relationships, or come from a commercial portfolio management, underwriting, credit, or relationship banking background with the financial acumen and drive to become more client-facing and ultimately own and grow a portfolio.

    Strong candidates will bring:
    • Commercial banking, credit, portfolio management or related experience.
    • Strong understanding of financial statements and commercial credit.
    • Ability to communicate effectively with CFOs and other senior financial leaders.
    • Relationship-building and business-development aptitude.
    • Intellectual curiosity and an interest in learning a specialized segment of commercial banking.
    • Initiative and the desire to build and grow a portfolio.
    • Existing Not-for-Profit banking experience or relationships are highly valued but not required for the right developing candidate.
    Why Consider This Opportunity?
    This is an opportunity to build or continue a career in a specialized area of commercial banking, develop meaningful client relationships, and play an important role in growing a Not-for-Profit portfolio. The team values strong banking fundamentals and is willing to invest in the right person while providing room for continued growth and development.


    Note: We are an equal opportunity employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

    About Company

    Connecting financial professionals with great companies.
    FiStaff’s Philosophy is to provide a personalized approach to meet the needs of our clients and candidates. We achieve this by constantly establishing new relationships while also focusing on the many relationships we have developed throughout the years. We strive to understand the needs and environment of the client and the skills and employment goals of our candidates to find the best match for both.

    Our Vision
    To become the leading talent provider for banks, credit unions and mortgage companies in the state of Texas by continually matching top quality talent with great companies.

    Our Mission
    Attract and select the best talent to foster successful relationships with our clients and candidates by adhering to our client-centric philosophy.

    Our Core Values
    Integrity—our clients and employees want to do business with a company they can trust Respect—we will treat everyone with the utmost respect Excellence—we believe in doing ordinary things extraordinarily well

    Our History
    FiStaff, Inc. was founded in 1992 and has been assisting Texas’ most respected financial services companies with custom staffing solutions. Headquartered in Houston, we support the needs of our clients throughout the Dallas/Fort Worth Metroplex and across the state. Texas Owned and Texas Proud!

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