Select Customer Relationship Manager jobs in Waco, TX

Select Customer Relationship Manager develops and expands a retail customer base of affluent customers. Provides services and educates customers about additional financial offerings to generate interest and identify investment and cross-sales opportunities. Being a Select Customer Relationship Manager presents new products or services that may enhance the bank's relationship with the client or fulfill the client's short- and long-term financial needs. Meets all sales and service quality standards and goals. Additionally, Select Customer Relationship Manager requires a bachelor's degree. Typically reports to a manager or head of a unit/department. Requires Series 7 license. The Select Customer Relationship Manager gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a Select Customer Relationship Manager typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)

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Relationship Manager Associate - Waco
  • Farm Credit Network
  • Waco, TX FULL_TIME
  • Capital Farm Credit is the largest rural lending cooperative in Texas, providing credit and other related services to farmers, ranchers, rural home owners, and agribusinesses with over $12 billion in total assets and over 600 team members. We serve 192 counties in Texas with nearly 70 credit offices and are a proud member of the nationwide Farm Credit System.


    We seek highly motivated and engaged people who foster the core values behind who we are, how we work and how we treat others – with commitment, trust and value and family-like respect and appreciation. Capital Farm Credit works diligently to ensure we provide our full-time employees with a market-based compensation program including competitive salary, employee benefits, participation in an attractive goals-based incentive program, and development opportunities. As a customer-owned cooperative, our compensation and benefit programs are designed to align the success of our members with the employee’s success.


    Our comprehensive benefit program includes, but is not limited to:

    • An outstanding company-wide incentive program
    • Accommodating and flexible vacation and sick leave
    • 10-12 paid holidays
    • 401(k) plan with up to a 9% employer contribution/match
    • Affordable health, dental, and vision plans
    • 8 weeks of paid parental leave
    • Employer paid life insurance and disability
    • Tuition reimbursement
    • Up to $400/year wellness reimbursement

    EDUCATION REQUIREMENT:

    • Bachelor’s Degree in Finance, Business Administration, Ag Economics, Ag Business or related field, or experience deemed equivalent by Capital Farm Credit.


    JOB REQUIREMENTS:

    • zero (0) to two (2) years of related experience in the lending field.
    • Outstanding business development skills complimented with appropriate credit knowledge for the purpose of growing portfolio with quality loans.
    • Exceptional customer service skills to support business development initiatives.
    • Ability to assess risk and provide recommendations on approval commercial or real estate loans.
    • Good standing in current and/or previous employment.
    • Strong work ethic that supports a willingness to handle multiple tasks with efficiency and accuracy.
    • Will require registration as a Mortgage Loan Officer under the National Mortgage Licensing System.


    FUNCTIONS:

    • Works closely with more senior staff in developing new business in the assigned office in addition to servicing exiting, commercial and real estate customers. Establishes ability to review loan analysis within the guidelines and policies of the association, processes and approves loan requests within the limits of delegated authority and in accordance with Association guidelines and grows proficiencies. Prepares and submits loan requests that exceed delegated lending authority to the appropriate management level along with recommendation for approval or rejection. Works with other Association personnel including credit analysts’ ln loans exceeding delegated authority. Establishes business relationships with agricultural producers, rural land owners and business leaders in the community and cultivates these relationships to expand lending opportunities.
    • Represents the association at local and regional community and market related activities. Promotes the association by maintaining good public and member relations and assists with or attends corporate functions.
    • Makes and services leases, loans for operating equipment and real estate, and offering other related services such as cash management products and crop insurances within delegated authority and in accordance with association policies. Develops proficiencies and makes and/or conveys decisions on loan approval, structure and pricing within limits of authority in order to exercise credit risk management responsibilities on loans within area of responsibility.
    • Learns to evaluate and apply eligibility and scope of financing for all new loans and ensures verification of assets and liabilities. Secures background and credit history on new loans, repeat loans and renewals. Provides for evaluation of loan collateral in accordance with association policies and procedures. Works with loan process to ensure proper lien perfection on all collateral.
    • Develops proficiency in simple to moderately complex credit analyses. Reviews balance sheets, income statements and cash flows of potential borrows to ascertain creditworthiness. Works with credit analysts on loans in process and maintains current, adequate and verified financial information on borrowers and guarantors as required by Association.
    • Performs loan servicing tasks, which may include partial releases, reamortizations, assumptions, additional advances, extensions, conversions, insurance claims, subordination’s to mineral leases and right of ways, division orders, severance agreements.
    • Learns to assess that loans are properly risk rated, assigned loss given defaults are correct and performance status assignments are proper.
    • Complies with proper credit administration practices as outlined in the association’s policies and procedures.
    • Assists staff and management with collections on all loans in the portfolio. Works with delinquent borrowers to obtain satisfactory loan performance.
    • Assures that loan covenants are maintained as required.
    • Assists with the title examination process on prospective loans to ensure validity of liens on property pledged as collateral or security interest on chattels. Reviews loan closing packages and facilitates the loan closing process as required in accordance with all applicable association and FCA polices and regulations.


    PREFERRED SKILLS:

    • Ability to work well with and engage people on a continual basis as a representative of the Association to build good will and rapport.
    • Strong communication skills.
    • General knowledge of accounting/financial systems.
    • Specialized knowledge of accounting/finance principles.
    • Skill in oral and written communication.
    • Basic skill level in Microsoft Office applications.
    • Ability to perform basic to intermediate-level accounting/financial analyses under close supervision.

    At the discretion of CFC, position may be offered at alternate titles and other business experience may be considered relevant.

    AA/EOE/M/F/D/V; Full description available on request.

  • 4 Days Ago

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Relationship Manager Associate - Waco
  • Farm Credit Council
  • Waco, TX FULL_TIME
  • Capital Farm Credit is the largest rural lending cooperative in Texas, providing credit and other related services to farmers, ranchers, rural home owners, and agribusinesses with over $12 billion in ...
  • 4 Days Ago

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Dog Groomer - Dogtopia of Waco
  • LLFO PET Manager LLC
  • Waco, TX FULL_TIME
  • Description Are you an artistic, organized and self-motivated all-breed stylist? If yes, our award winning grooming salon is looking for you! Our business is based on customer service and our clients ...
  • 3 Days Ago

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Canine Coach
  • LLFO PET Manager LLC
  • Waco, TX FULL_TIME
  • DescriptionWhat we offer:CompensationHourly RateBenefitsbring your dog to work!Core Competencies:Consistent and timely attendanceAbility to learn dog recognitionCompletion of all E-learning platformsM...
  • 11 Days Ago

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Desk Coordinator
  • LLFO PET Manager LLC
  • Waco, TX FULL_TIME
  • DescriptionWhat we offer:CompensationHourly RateBenefitsbring your dog to work!Core Competencies:Consistent and timely attendanceAbility to learn dog recognitionCompletion of all E-learning platformsN...
  • 12 Days Ago

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Associate Customer Success Customer Manager
  • Neo4j
  • West, TX FULL_TIME
  • Associate Customer Success Manager Role overview: Associate Customer Success Managers (CSM) are the primary post-sales point of contact for licensed Neo4j customers. They are the customer advocate and...
  • 22 Days Ago

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0 Select Customer Relationship Manager jobs found in Waco, TX area

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Customer Finance Representative
  • Byrider
  • Waco, TX
  • Description Customer Finance Representative Would you enjoy helping customers get the credit they need with an industry-...
  • 3/28/2024 12:00:00 AM

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Online Survey Taker. Earn up to $25 per survey. - Remote
  • Earn Haus
  • Waco, TX
  • Job description We are urgently looking for people interested in taking online surveys for Fortune 500 brands. If you ar...
  • 3/28/2024 12:00:00 AM

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Business Services Representative
  • SERCO OF TEXAS - HEART OF TEXAS
  • Waco, TX
  • SUMMARY: The Business Services Representative (BSR) establishes linkages with employers and local businesses, markets th...
  • 3/28/2024 12:00:00 AM

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Site Supervisor (Salaried)
  • Packers Sanitation Services, Inc., Ltd
  • Waco, TX
  • The Supervisor performs exempt executive work such as the daily supervision of the hourly laborers and lead persons. The...
  • 3/26/2024 12:00:00 AM

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Sales Engineer
  • VanTran Transformers
  • Waco, TX
  • Summary/Objective The Sales Engineer will be responsible for interfacing with Customers (current and potential) in an ef...
  • 3/25/2024 12:00:00 AM

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Customer Service Specialist - Remote
  • Spade Recruiting
  • Waco, TX
  • We are the only 100% union label supplemental benefits company in the world. With a client base that includes over 40,00...
  • 3/25/2024 12:00:00 AM

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Support Lead Part Time
  • Five Below
  • Waco, TX
  • At Five Below our growth is a result of the people who embrace our purpose: We know life is way better when you are free...
  • 3/24/2024 12:00:00 AM

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Customer Service Representative - Remote Work from Home
  • American Income Life
  • Waco, TX
  • Job Description Customer Service Representative The Customer Service Representative is to provide excellent customer ser...
  • 3/24/2024 12:00:00 AM

Waco (/ˈweɪkoʊ/ WAY-koh) is a city in central Texas and is the county seat of McLennan County, Texas, United States. It is situated along the Brazos River and I-35, halfway between Dallas and Austin. The city had a 2010 population of 124,805, making it the 22nd-most populous city in the state. The 2017 US Census population estimate is 136,436 The Waco Metropolitan Statistical Area consists of McLennan and Falls Counties, which had a 2010 population of 234,906. Falls County was added to the Waco MSA in 2013. The 2017 US Census population estimate for the Waco MSA is 268,696. Waco is located at ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Select Customer Relationship Manager jobs
$71,948 to $102,554
Waco, Texas area prices
were up 1.2% from a year ago