Business Banking Relationship Manager

Role Overview

Provides comprehensive financial solutions to small businesses with revenues up to $20 million, focusing on managing and deepening high-value client relationships.

Responsibilities

• Manage the entire client journey to meet needs, drive sales, and mitigate risk
• Identify and refer specialized small business opportunities
• Deliver a branded customer experience, spending at least 80% of time in the field
• Build partnerships with internal teams to increase opportunities
• Advise clients on credit, financial services, and digital tools to support business goals
• Support sales execution to achieve growth targets within the Small Business segment
• Coach and develop team members and clients, fostering a client-centric culture

Qualifications & Skills

• Proven success in consultative sales within financial services or B2B sales
• Ability to analyze financial statements and industry trends
• Excellent communication, leadership, and relationship management skills
• Knowledge of small business financial products and CRM systems
• Passion for outside sales, prospecting, and exceeding sales goals

Additional Details

• Minimum education: High School Diploma or equivalent with relevant experience
• Compensation range: $90,000 - $110,000 annually, with incentive opportunities
• Benefits include industry-leading resources and support for professional growth