Business Banking Relationship Manager
val's services · Tampa, FL · 1 mo ago
FinanceFull-time
About the role
The Business Banking Relationship Manager is responsible for providing comprehensive banking services to businesses with annual sales between $5M and $25M, focusing on client experience and risk management.
Responsibilities
- Developing new business prospects
- Maintaining client relationships
- Cross-selling banking products and services to meet client needs
- Evaluating loan applications
- Structuring deals
- Coordinating closings
- Ensuring accurate documentation
- Acting as a financial advisor by educating clients on financial strategies
- Monitoring market trends
- Identifying new opportunities to add value
Qualifications
- Bachelor’s degree with 5‑8 years of experience
- Knowledge of business credit underwriting
- Strong communication skills
- Effective collaboration across departments
- Solid understanding of diverse business types, markets, and financial concepts