Integrated Client Sales Relationship Manager – Institutional Client Group

Dallas

Wednesday, 10 June 2026

This role has multiple levels, open to candidates with a minimum of 3-5 years of commercial lending experience. The successful candidate will be hired for the level of the position that aligns with their experience. We are seeking an ICG Relationship Manager (RM) for our newly formed Integrated Client Sales alternative delivery team to be focused on virtually managing and growing a large, diverse, nationwide portfolio of corporate, commercial, and municipal clients. This role is best suited for a disciplined, results-oriented professional who excels at excels at high volume relationship building, solution delivery, and business development. The RM builds and maintains strong client relationships to grow revenue, improve client satisfaction and retention, and ensure compliance with bank policies and applicable regulations. Acting as a trusted financial services partner and primary point of contact, the RM proactively collaborates with product partners to identify and refer opportunities, deepens relationships, and expands product usage through targeted outreach and solution-based selling. Responsibilities also include supporting client service needs and day-to-day account management to ensure a seamless experience. The role requires end-to-end deal management, including leading negotiations, pricing within return targets, developing and executing relationship plans, monitoring performance, and analyzing account activity to drive results - ultimately managing the full lifecycle of opportunities while ensuring compliance and conformance with company policy and regulatory requirements. This role does require the ability for limited travel for conferences and internal meetings. The role offers a hybrid/flexible schedule with an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days. Basic Qualifications- Bachelor's degree, or equivalent work experience- Three to eight years of sales experience in the financial services industry. Preferred Skills and Experience Proven strong business development mindset with a track record of revenue growth in corporate/commercial banking sales and relationship management. Strong understanding of commercial banking products and services applicable to target client segment, including credit, treasury, and cash management. Excellent interpersonal, verbal and written communication skills with advanced presentation, negotiation, financial analysis, and deal structuring skills. Ability to manage large portfolio and resourcefully operate independently in a virtual sales environment. Collaborative, client-centric approach with strong internal partnership skills. High discipline around risk management and regulatory compliance. If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

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