Banking Relationship Manager - Business Advisory

About the role

This position involves managing approximately 250 business relationships with annual revenues of $1-5 million, serving as the primary contact for clients. Responsibilities include delivering business and deposit services, selling secured and unsecured loans, and identifying referral opportunities for partners. The role requires developing holistic customer relationships, leveraging business profiling to uncover growth opportunities, and acting as a financial advisor to help clients operate efficiently and profitably.

Responsibilities

• Achieve product production, sales, and financial goals aligned with bank metrics.
• Proactively reach out to clients to identify sales opportunities and address needs.
• Engage with product partners to enhance customer relationships.
• Ensure accuracy, responsiveness, and high service scores to retain clients and improve loyalty.
• Partner with branches to provide seamless, expert customer service.
• Identify non-credit risks through account reviews and customer interactions.
• Adhere to all regulations, policies, and compliance standards.
• Manage risks related to credit, operational, regulatory, and reputational factors.

Qualifications

• Bachelor’s degree with three years of banking experience or high school diploma with seven years of experience.
• Preferred experience in business credit and lending, with training in these areas.

Skills

• Strong problem-solving, listening, and relationship-building skills.
• Ability to analyze business operations and identify growth opportunities.