The Tribal Relationship Manager is responsible for developing, managing, and expanding banking relationships with tribal governments, tribal enterprises, and affiliated organizations throughout Oklahoma. This role serves as a primary point of contact for tribal clients, focusing on the acquisition and growth of depository relationships, treasury management services, and commercial lending opportunities. Through strategic business development, community engagement, and active participation in tribal organizations and events, the Tribal Relationship Manager strengthens the bank's presence within tribal communities while delivering financial solutions that support the economic goals of tribal nations and enterprises.

**This position is eligible for remote work for candidates residing in Texas or Oklahoma. Employees who reside within 60 miles of our corporate office or any bank branch will be expected to work on-site at a designated office location.

STATEMENT OF EXPECTATIONS

Chickasaw Community Bank (CCB) expects all employees to comply with the responsibilities of their assigned position to the highest degree of performance. Expectations include but are not limited to:

• Adhere to the bank’s policies and support management decisions and goals in a positive, professional manner
• Represent CCB with a high level of integrity and professionalism
• Maintain knowledge and understanding of banking rules, regulations, laws, and all policies and procedures
• Knowledge of applicable bank software, programs, and procedures
• Demonstrate a willingness to adapt to changing business needs and deadlines
• Possess a work ethic that includes neatness and punctuality
• Exhibit a professional, business-like appearance, and demeanor
• Answer all voicemails and emails within 24 hours of receipt
• Confer with management concerning questions, procedures, necessary information, forms completion, and problem resolutions
• Complete and attend all required CCB training
• Maintain satisfactory attendance
• Review new files within 48 hours
• Close all loans on or before expected closing date
• Keep accurate and updated notes on every loan file in our Loan Origination System

ESSENTIAL FUNCTIONS

• Develop, cultivate, and maintain strong business relationships with tribal governments, tribal enterprises, and affiliated organizations throughout Oklahoma.

• Serve as the primary relationship manager and trusted advisor for assigned tribal nation and tribal enterprise clients.

• Identify, develop, and secure new depository banking relationships as the primary business development focus.
• Promote and expand treasury management services by assessing client needs and recommending appropriate cash management, payment, fraud prevention, and liquidity solutions.
• Generate and manage commercial lending opportunities with tribal governments and tribal enterprises, partnering with internal credit and lending teams to structure and deliver financing solutions.
• Develop and execute strategic calling plans to increase market penetration and strengthen the organization's presence within tribal communities.
• Coordinate with commercial banking, treasury management, credit, and other internal business partners to provide comprehensive financial solutions for tribal clients.
• Maintain a thorough understanding of tribal governance structures, sovereign nation considerations, tribal economic development initiatives, and the unique financial needs of tribal governments and enterprises.
• Represent the bank at tribal conferences, industry events, community functions, and networking opportunities to strengthen relationships and identify business opportunities.
• Attend and actively participate in key tribal-focused organizations and events, including but not limited to the Oklahoma Tribal Financial Consortium, The Gathering, Sovereignty Symposium, American Indian Chamber of Commerce of Oklahoma, Reservation Economic Summit (RES), and other relevant tribal and economic development forums.
• Develop referral networks with tribal leaders, economic development professionals, attorneys, consultants, and other stakeholders within the tribal business community.
• Monitor client relationships to identify opportunities for cross-selling additional banking products and services while ensuring high levels of client satisfaction and retention.
• Prepare and deliver client presentations, business proposals, relationship reviews, and strategic financial recommendations.
• Maintain accurate records of sales activities, client interactions, pipeline management, and business development efforts within the bank's customer relationship management systems.
• Ensure compliance with all bank policies, regulatory requirements, and applicable laws governing commercial banking activities.
• Meet or exceed established goals for deposit growth, treasury management revenue, commercial loan production, and overall relationship profitability.
• Travel frequently throughout Oklahoma and, as needed, nationally to meet with tribal clients, attend industry conferences, and support business development initiatives.

ADDITIONAL RESPONSIBILITIES

• Perform other duties as assigned.