Business Banking Relationship Manager II

Role Overview

The Senior Business Banking Relationship Manager is a high-level banking professional responsible for developing, managing, and expanding relationships with small to midsized businesses. They provide comprehensive banking services, manage complex accounts, and act as a financial advisor to clients.

Key Responsibilities

• Conduct retention and business development calls with existing and prospective clients.
• Identify and develop new customer prospects and business opportunities.
• Maintain prospect lists and manage the sales pipeline.
• Interview applicants, complete documentation, and recommend loan products.
• Determine optimal loan structures, submit packages for approval, and coordinate loan closings.
• Recognize opportunities for cross-selling bank products and services.
• Build and maintain a portfolio of high-value small business clients, developing strategic plans.
• Educate clients on financial strategies and match their needs with suitable products and services.
• Monitor customer information, financial plans, and market trends to identify new opportunities.
• Collaborate with other departments to fulfill cross-sell opportunities and close deals.
• Perform other duties as assigned.

Qualifications & Skills

• Bachelor’s degree and 3-5 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 with understanding of diverse industries and markets.
• Proficiency in Microsoft Office.