Business Banking Relationship Manager

About the role

The Senior Business Banking Relationship Manager is a high-level role responsible for developing, managing, and expanding a portfolio of small to midsized business clients. They provide a comprehensive range of banking services and handle complex accounts.

Responsibilities

• Conducts retention and business development calls with existing and potential clients.
• Identifies new prospects and builds the bank's business volume.
• Maintains prospect lists and sales pipeline.
• Interviews applicants, completes documentation, and recommends loan products.
• Determines optimal loan structures, submits packages for underwriting, and ensures accuracy of loan documents.
• Coordinates loan closings and identifies opportunities to cross-sell products and services.
• Develops and maintains a portfolio of high-value small business clients, setting strategic focus.
• Acts as a financial advisor, educating clients on financial planning, investments, and credit options.
• Monitors client information, market trends, and financial plans to identify new opportunities.
• Collaborates across departments to structure and close deals effectively.

Qualifications & Skills

• Bachelor's degree with 5-8 years of experience or equivalent.
• Knowledge of cash flow and business credit underwriting; commercial credit training preferred.
• Strong interpersonal, presentation, and communication skills.
• Business acumen across diverse industries and markets.
• Proficiency in Microsoft Office suite.