Business Banking Relationship Manager

Key Responsibilities

• Supports growth of the profitability of the small business customer base
• Identifies, develops, and drives results for specialized small business opportunities
• Acquires new client opportunities through prospecting, networking, and developing external referral sources
• Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
• Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
• Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
• Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
• Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
• Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
• Counsels, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

Required Qualifications

• Proven success in consultative sales in financial services and/or business-to-business sales
• Demonstrated success improving business financial outcomes by interpreting financial statements and recommending specific levers
• Passionate about outside sales and enjoys spending time prospecting
• Motivated to enhance existing relationships and exceed sales goals
• Excellent in analyzing financial conditions of clients and industry trends
• Understanding and interpretation of financial statements and cash flow analysis
• Excellent communication skills and demonstrated leadership ability
• Enjoying partnering and negotiating with a team of bank employees to solve client issues
• Thorough knowledge of small business financial products and services
• Familiarity with CRM platforms and other banking systems

Desired Qualifications

• Community leadership experience
• Strong computer skills with an ability to multitask in a demanding environment
• Bachelor’s Degree in business, finance, economics or related field or seven years of relevant work experience

Skills

• Client Experience
• Branding
• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Pipeline Management
• Credit Documentation
• Requirements
• Financial Analysis
• Oral Communications
• Written Communications
• Coaching
• Interpret Relevant Laws, Rules, and Regulations
• Prospecting
• Risk Management