Business Banking Relationship Manager 4 -East Bay

About the role

Our Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They approach each and every day with a single purpose – to do the right thing by our business clients to help them achieve their vision for success and the lives they want to lead.

Responsibilities

• Allocate 65–70% of time to active prospecting, self-sourcing business, building a book from the ground up, and driving new client acquisition.
• Build, develop, enrich and manage new and existing relationships with business clients.
• Deliver financial expertise and client-centric solutions that build strong, long-term relationships.
• Afford clients' banking needs.
• Educate clients on available deposit and loan products and services.
• Recommend financial solutions based on each client’s unique goals and needs.
• Partner effectively with Treasury Management, Merchant Services and Business Banking Credit Card teams.

Requirements

Basic Qualifications:

• Bachelor's degree, or equivalent work experience
• Seven or more years of relevant experience

Preferred Skills/Experience:

• Knowledge of local market
• Strong business to business sales skills and business development abilities
• Well-developed analytical and problem-solving skills
• Knowledge of cash flow management and business credit underwriting with commercial credit training preferred
• Demonstrated understanding of basic financial accounting and analysis
• Broad knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank’s products
• Ability to work effectively with individuals and groups across the company to manage customer relationships
• Excellent presentation, verbal and written communication skills
• Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts

Qualifications

Location: The role offers a hybrid/flexible schedule. If not prospecting and meeting with clients, there's an in-office expectation of 3 or more days per week with the flexibility to work outside the office location for the other days.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law