Business Banking Relationship Manager II

About the role

Develop and manage a portfolio of business banking clients with revenues between $5 MM and $30 MM, focusing on building long-term, profitable relationships through a variety of banking products and services.

Responsibilities

• Manage and grow high-value client portfolios by deepening existing relationships and proactively acquiring new clients.
• Serve as a trusted financial advisor by understanding clients’ financial goals and needs.
• Recommend and deliver tailored solutions, including credit, deposits, and other banking products, collaborating with internal specialists.
• Lead client discussions with credit expertise, structuring appropriate banking solutions.
• Coordinate with cross‑functional teams—such as Credit, Treasury Management, and specialty banking—to provide integrated service.
• Work closely with the relationship team on loan structuring, pricing, underwriting, and portfolio management.
• Drive growth through deposits, loans, and fee income, achieving sales and retention targets.
• Engage with the community to generate referrals and foster new client relationships.
• Stay informed on market trends and act as a resource for clients.
• Monitor client portfolios for changes in financial status, product needs, and risks.
• Ensure compliance with regulations, credit policies, and internal procedures, completing required training.
• Act as a peer mentor and culture champion, promoting teamwork and organizational values.

Qualifications & Skills

• Strong client relationship management.
• Credit knowledge.
• Collaboration skills.
• Community engagement.
• Ability to recommend customized financial solutions.
• Ability to stay informed on industry trends.