Business Banking Relationship Manager II

About the role

Develops new customer prospects and manages a portfolio of high-value business banking clients, offering a range of banking products to foster long-term, profitable relationships. Ensures credit quality, risk management, and growth through client engagement.

Responsibilities

• Manage and grow client portfolios by deepening relationships and acquiring new clients through proactive outreach.
• Act as a trusted financial advisor, understanding clients' financial goals and needs.
• Recommend and deliver customized solutions, including credit and deposit products, collaborating with internal specialists.
• Lead client conversations with credit expertise, structuring solutions accordingly.
• Coordinate with cross-functional teams—Credit, Treasury Management, specialized banking—to provide integrated service.
• Work closely with the relationship team on loan structuring, pricing, underwriting, and portfolio management.
• Drive growth via deposits, loans, and fee income, meeting sales and retention targets.
• Maintain community presence to generate referrals and strengthen local relationships.
• Stay informed on economic, legal, and market trends impacting clients.
• Monitor and manage client portfolios for financial changes, product needs, and risks.
• Ensure compliance with regulations and internal policies, completing required trainings.
• Act as a peer mentor and culture champion, fostering teamwork and collaboration.
• Perform additional duties as assigned.

Qualifications

• Bachelor’s degree or equivalent experience with 3-10 years in related roles.
• Proficiency in Microsoft Office suite.
• Strong interpersonal, advisory, and risk management skills.