Jobs · Finance · North Carolina

Business Advisory Banking Relationship Manager

RG&T Solutions · Cary, NC · 2 days ago
FinanceFull-time
Role Overview: Responsible for managing approximately 250 business relationships with $1–$5 million in annual revenues, serving as the primary contact within the bank. Key Responsibilities Revenue Growth & Product Sales: Conduct business profiling to identify growth opportunities, act as a financial advisor, achieve product and sales goals, and proactively identify sales opportunities aligned with customer needs.Customer Retention & Service: Ensure accuracy, responsiveness, and high service scores; enhance customer experience through collaboration with branch and product partners, supporting bank initiatives.Risk Management: Identify non-credit risks via account reviews and conversations, adhere to regulations and policies, and manage risks related to credit, operational, legal, and reputational factors. Qualifications & Skills: Bachelor's degree with three years of banking experience or a high school diploma/GED with seven years of experience. Business credit training and lending experience are preferred. Strong communication, problem-solving, and relationship management skills are essential.

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