Business Advisory Banking Relationship Manager

Role Overview

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.

Key Responsibilities

• Acquire, grow, and retain business clients by delivering financial services, including secured and unsecured loans, and identifying referral opportunities for partners.
• Utilize business profiling and operational understanding to identify revenue and growth opportunities, acting as a financial advisor to clients.
• Achieve product sales, financial, and activity goals through proactive client engagement and solutions aligned with customer needs.
• Partner with product teams to develop comprehensive customer relationships and enhance service quality.
• Proactively seek ways to improve customer experience, service scores, and loyalty, supporting bank strategies and initiatives.
• Identify non-credit risks through account reviews and customer interactions, ensuring compliance with all regulations, policies, and procedures.
• Manage risks related to credit, operational, regulatory, and reputational factors, completing required training and adhering to standards.

Qualifications & Skills

• Bachelor’s degree with three years of banking experience or high school diploma with seven years of experience.
• Preferred experience in business credit training and lending.
• Strong relationship management, problem-solving, listening, and communication skills.