Business Advisory Banking Relationship Manager

About the role

This position involves managing a portfolio of approximately 250 business relationships with $1–5 million in annual revenue, serving as the primary contact for clients.

Responsibilities

• Identify growth opportunities and act as a financial advisor to enhance customer profitability and efficiency.
• Achieve product sales, financial, and activity goals through proactive outreach and relationship building.
• Collaborate with product partners to develop comprehensive solutions tailored to customer needs.
• Ensure high standards in accuracy, responsiveness, and customer retention, continuously seeking service improvements.
• Partner with branch and product teams to deliver exceptional customer experiences.
• Identify non-credit risks through account reviews and customer interactions, adhering to all regulations and policies.

Qualifications

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

Skills

• Strong relationship management, problem-solving, and communication skills.
• Ability to analyze business operations and identify financial solutions.
• Commitment to compliance, risk management, and delivering excellent customer service.