Relationship Manager

Relationship Manager At TASI Bank, we have a singular clear voice. In a single word: MAVERICK (adjective) displaying an independence of thought, not going along with a group or party. But more than simply being a "maverick" we strive to be a "Good Maverick," which we define as being courageous, willing to help others and to do the unexpected. As Good Mavericks, we are creative, good natured and always Building Value for our customers. We want to do good and be kind because that's who we are. TASI Bank is the Maverick of community banking, challenging the market for the good of the client. We have a unique personality and a voice to match. We want it to come across in everything we say and everything that we set out to do on behalf of clients and employees. The way TASI Bank conducts business is greatly impacted by our core values. Positive mental attitude, coachable, resilience, goal driven, work independently and patience represent the values and guiding principles for who we are and what we do when we produce and deliver "extra" ordinary service and results. Everything we say and do at TASI Bank is the real deal. Our values and beliefs define our actions because they are authentic. Positive mental attitude, coachable, resilience, goal driven, work independently and patience represent the values and guiding principles for who we are and what we do when we produce and deliver "extra" ordinary service and results. General Summary: The Relationship Manager is responsible for retaining, originating, underwriting, coordinating the close of and servicing of Commercial Real Estate, Commercial and Industrial (C&I) Loans. Perform all duties in accordance with the company's policies and procedures, all state and federal laws and regulations. Category of Essential Functions & Task Manage the Relationship (30%) Manage all aspects of established and/or assigned clients relationships and their respective portfolios. Develop new client relationships in conjunction with specified goals. Calls on existing or prospective customers to solicit new business and effectively cross sell all bank products and services including the procurement of deposit accounts. Prescreens loan opportunities, structuring deals in a manner which achieves division profitability goals within the established risk parameters. Able to direct, influence and build camaraderie with the Credit Analyst and Loan Support Teams. Conducts presentations and/or training as part of the sales effort. Manage the Experience (20%) Demonstrate brand behaviors through daily interactions with management, colleagues, and internal and external customers. Demonstrate highly developed leadership and communication skills, both written and oral. Represents the company in various civic and community functions to further enhance its image and develop additional business while cultivating internal and external referral sources and Centers of Influence. Manage the Business (35%) Effectively underwrite loans for approval, including the following: spread and analyze personal and business financial statements and tax returns using Excel and/or FISCAL or similar program and have an understanding of cash flow reports, financial ratios, trends, etc. Prepare credit memos for new facilities as well as for renewals, modifications and extensions. This includes borrowers summary and background, financial risks analysis, purpose of loan, repayment sources, collateral evaluation and analysis, financial and reporting covenants, etc. Manage loans through closing and funding stage, provide post close servicing and portfolio credit quality including the preparation of Quality Loan Reviews. Documents calls and results, and makes reports to management as required. Executes direct mail campaigns and cold call programs to identify qualified prospects. Completes other tasks and duties assigned to meet the needs of the business. Manage/Mitigate the Risk (1.5%) Keep informed of new marketing/sales techniques and the products and services offered by competitors. Maintains current and proficient knowledge of all bank products and assists other bank officers to promote bank products and services. Attend conferences, educational sales & marketing events provided by industry participants. Complete all bank mandated training. (ie: BVS and Emmerich) Required Knowledge, Skills and Abilities: Must be an extrovert who enjoys the company of others and working in teams or also able to work independently. Demonstrates strong financial modeling skills and understanding of financial statements. Ability to work in a fast-paced environment with excellent project management and teamwork abilities. Strong quantitative abilities, computer proficiency (including Excel, Word, Outlook and World Wide Web resources), excellent verbal and written communication skills, strong time management abilities, attention to detail and flexibility. Effective and responsive telephone etiquette. Educated on various loan documents and understand its function. Detail-oriented, methodical and self-motivated, ability to perform analysis and resolve matters. Must be able to work under stress and pressure to meet or exceed the demands of customers. Possess an ability to multitask in order to meet multiple deadlines. Education and Experience: Bachelor's degree with an emphasis in business, or equivalent professional work experience. Must have 7 years of business banking or related experience and 3 years of financial sales and business development experience is a plus. Ability to prepare financial analysis and highlight key indicators integral part of the job. Physical Requirements & Working Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function. Seeing: Must be able to read report and use computer regularly (100%) Hearing: Must be able to hear well enough to communicate to coworkers regularly (67-100%) Fingering/Grasping/Feeling: must be able to write, type, use phone, regularly (100%) Lifting/Pulling/Pushing Frequently (34-66%) Climbing/Stooping/Kneeling Occasionally (12-33%) Must be able to operate basic office equipment (PC, fax, copier and telephone) as well as new and emerging technology, including but not limited to smart phones, tablet devices, digital signage and monitors. Must be proficient in Microsoft Office. Fair Labor Standards Act (FLSA) Classification Based on the duties that are described for this role, this is an Exempt role.

Created: 2026-03-11