Jobs · Finance · Texas

Senior Commercial Banker

Cornerstone Capital Bank · Plano, TX · 4 days ago
FinanceFull-time

About the role

The Senior Commercial Banker is a senior relationship manager who sources, manages, and grows portfolios of complex commercial loans and corporate accounts. They advise businesses on financing, analyze credit risk, and cross-sell cash management and treasury services.

Responsibilities

  • Use your expert financial acumen to provide suggestions and solutions to our clients and prospective customers while focusing on the client’s financial goals.
  • Work with our internal teams, including but not limited to Treasury and Credit Underwriting, to determine the creditworthiness of applicants and potential borrowers.
  • Originate (including negotiation with client, loan approval, legal documentation and closing) the loan when deemed applicants are creditworthy.
  • Demonstrate strong customer service through attentiveness, listening and connecting with customers, and processing transactions quickly and accurately while providing a positive banking environment.
  • Cultivate prospects through client referrals, networking, social media, sales calls, and participation in professional organizations, social contacts, and relationships built in the community.
  • Manage, maintain, and review client portfolios as necessary to monitor risk and success.
  • Assemble financial information and coordinate the generation of complete loan packages for approval presentation.
  • Act in accordance with all required banking and regulatory requirements.

Requirements

  • Formal credit training is preferred.
  • Strong attention to detail.
  • Strong Customer service skills.
  • Must be a self-starter and able to demonstrate problem-solving and critical-thinking skills.
  • Quick learner and adaptable.
  • Excellent interpersonal and relationship-building skills.
  • Effective oral and written communication skills.
  • Expert-level knowledge of credit underwriting, financial modeling, and CRM/banking software (e.g., Salesforce, nCino).
  • Bachelor's degree in Accounting, Marketing, Business Administration, Finance or a related field preferred.
  • This position requires 8+ years of commercial lending experience within CRE, C&I, community, energy, or middle-market sectors.

Qualifications

  • Bachelor's degree in Accounting, Marketing, Business Administration, Finance or a related field preferred.
  • 8+ years of commercial lending experience within CRE, C&I, community, energy, or middle-market sectors.

Skills

  • Expert-level knowledge of credit underwriting, financial modeling, and CRM/banking software (e.g., Salesforce, nCino).
  • Strong attention to detail.
  • Strong Customer service skills.
  • Quick learner and adaptable.
  • Excellent interpersonal and relationship-building skills.
  • Effective oral and written communication skills.

Benefits

  • Medical
  • Dental
  • Vision
  • Accidental Death
  • Long-Term Disability
  • Short-Term Disability
  • FSA
  • HSA
  • 401K
  • Basic Life
  • Voluntary Life
  • Paid Parental Leave

Pay

A competitive salary is offered.

Schedule

Not specified.

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