Business Advisory Banking Relationship Manager

About the role

This position involves managing approximately 250 business relationships with $1-5 million in annual revenues, serving as the primary contact for clients within a bank setting.

Responsibilities

• Delivering business and deposit services
• Selling secured and unsecured loans
• Identifying referral opportunities for retail and business partners
• Leveraging business profiling expertise to uncover growth opportunities
• Acting as a financial advisor
• Achieving product and sales targets
• Building and retaining customer relationships through exceptional service, proactive outreach, and collaboration with product partners to enhance customer experience and loyalty
• Risk management by identifying non‑credit risks
• Ensuring compliance with regulations and policies
• Managing operational, regulatory, and reputational risks

Qualifications

Qualifications include a bachelor’s degree with three years of banking experience or a high school diploma with seven years of experience. Business credit training and lending experience are preferred.