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Rockbridge Search & Recruitment 04/08/2025

Relationship Manager

Ref #: 103
Location: Texas Texas
2025-11-04
Salary: $150-200k
Sector: Banking
Type: Permanent

Location: Houston, TX
Salary Range: $150,000 – $200,000
Industry: Commercial Banking | Business Lending | Client Advisory


About the Opportunity

We’re seeking an accomplished and strategic Relationship Manager to join our high-performing commercial banking team in Houston, TX. This individual will serve as a trusted advisor and financial partner to a dynamic portfolio of middle-market and commercial clients. The right candidate is a sharp thinker, an expert communicator, and a creative problem solver who thrives in relationship-driven environments and understands how to structure sophisticated credit and treasury solutions that truly support the goals of growing businesses.

If you have a passion for relationship-building, the intellect to navigate complex lending environments, and the drive to deliver top-tier service with integrity and insight — this is the role for you.


Key Responsibilities

  • Portfolio Management: Manage, grow, and retain a portfolio of high-value commercial clients. Understand their financial and operational priorities, anticipate needs, and deliver proactive, customized banking solutions.

  • Client Acquisition & Strategy: Identify opportunities to deepen existing relationships and acquire new clients through a consultative and strategic sales approach. Represent the bank at industry events, networking functions, and client meetings.

  • Credit & Lending Expertise: Partner with credit and underwriting teams to structure competitive, risk-appropriate lending solutions. Present and advocate for credit requests and renewals with clarity and precision.

  • Cross-Functional Collaboration: Coordinate with treasury, deposit operations, wealth, and other bank divisions to deliver holistic financial solutions tailored to each client’s needs.

  • Risk Management: Monitor credit quality and financial trends within your portfolio. Ensure ongoing compliance with internal policies, regulatory expectations, and credit risk appetite.

  • Market Insight: Stay informed of economic, industry, and market trends that could impact clients and the bank. Provide relevant intelligence to help clients navigate challenges and capitalize on opportunities.


Qualifications

  • Bachelor’s degree in Finance, Business, Accounting, or a related field (MBA or similar advanced degree is a plus).

  • 7+ years of experience in commercial banking, business banking, or relationship management with a focus on middle-market and/or commercial clients.

  • Strong credit acumen with demonstrated experience in underwriting, structuring, and presenting complex credit transactions.

  • Proven track record of successful business development and client retention.

  • High emotional intelligence and executive presence with the ability to build trust-based relationships at all levels.

  • Deep knowledge of banking products and services, including credit, treasury management, and deposit services.

  • Strong analytical skills, financial modeling experience, and an eye for detail.


Why Join Us

  • Competitive compensation and performance incentives

  • Supportive, entrepreneurial culture with a local decision-making structure

  • Access to sophisticated tools, top-tier products, and responsive internal partners

  • Leadership that values integrity, transparency, and long-term relationships — with clients and employees alike

  • Opportunities for professional growth and upward mobility in a thriving financial market


If you’re ready to take your banking career to the next level — while making a real impact on businesses across Houston — we’d love to hear from you.

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