Commercial Banking Relationship Manager IV

Take the next step toward your new career todayBecome a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the countryThe Commercial Banking Relationship Manager IV is responsible for developing and managing a diversified banking products and services portfolio. This includes identifying and marketing lending opportunities, coordinating and participating in loan structuring, underwriting, origination, servicing, and engaging in full cycle relationship management and cross selling cash management, merchant, and wealth management opportunities.Key Responsibilities:u00b7 Identifies business development opportunities with prospects or current customers; markets and provides counsel on the Banku2019s credit and cash management products and services.u00b7 Responsible for sourcing and independently generating all new business.u00b7 Collects application documents, works with the credit analysts to assess clientu2019s financial condition; determines credit risk and makes loan structuring and underwriting decisions within approval authority or seeks appropriate joined approval authority; coordinates closing and the completion and review of final documents.u00b7 Serves as Relationship Manager by providing ongoing customer service support and guidance to existing and new clients and client decision makers; maintains up-to-date client files, manages renewals, and processes servicing requests such as collecting past due payments, exception clearing, responding to information inquiries and facilitating transfer and draw requests.u00b7 Maintains current and in depth knowledge on banking and lending products, policies, procedures and regulatory requirements, as well as market and industry activities and petencies Requiredu00b7 Excellent external and internal customer service and relationship management skills with the ability to convey a positive attitude and maintain a high degree of confidentiality, diplomacy, tact and salesmanship.u00b7 Ability to lead by example and mentor others.u00b7 Expert sales, negotiating and implementation skillsu00b7 Expert ability to effectively promote all bank products and services. Consistently proven record as a sales leader.u00b7 Proven ability to deliver relationship based solutions to clients, evidenced by strong client retention and repeat business opportunities.u00b7 Expert ability to discern credit quality.u00b7 Demonstrated mastery of deal structuring and domain expertise.u00b7 Excellent written and verbal communication skills with effective sales acumen.u00b7 Strong practical knowledge of commercial banking and lending products, policies, procedures, regulatory guidelines, and market trends.u00b7 Developed critical thinking and decision making skills with the ability to interpret and analyze financial and credit information.u00b7 Excellent organizational skills with proven ability to prioritize and manage workload and to instill a sense of urgency in others as necessary to meet deadlines.u00b7 Solid technology skills, including ability to navigate and search related websites, and intermediate proficiency with Microsoft office (Excel, Office, Word, and SharePoint) and banking software applications (Bancline, Mozart). Minimum Qualifications/Experienceu00b7 13 years of commercial lending experienceu00b7 Formal credit training preferredu00b7 Bank portfolio management experience required including proficient knowledge of cash/treasury management products and services.Formal Education & Certificationu00b7 Bacheloru2019s Degree in Business Administration, Finance, Marketing, Accounting or related field or equivalent amount of related experience preferred.Work Statusu00b7 Full-Time.Supervisory Responsibilityu00b7 0-2 direct reports.Travelu00b7 Up to 10% travel is expected, with more travel possible depending on clients.Working Conditionsu00b7 Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, folders, etc.Disclaimer:This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts managementu2019s right to assign or reassign duties and responsibilities to this job at any time.Woodforest is an Equal Opportunity Employer, including Disability and Veterans. Job: Lending Organization: Texas - DFW Title: Commercial Banking Relationship Manager IV Location: Texas-Dallas Requisition ID: 071350

Created: 2026-03-07