Business Banking Relationship Manager II

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

• Grow loan and deposit portfolios through proactive client engagement.
• Develop new business relationships.
• Maintain a targeted portfolio of high-value clients.
• Apply broad knowledge of bank products and financial strategies.
• Identify cross‑sell opportunities.
• Act as a financial advisor, educating clients on financial planning, investments, and credit options.
• Monitor market trends to maximize customer value.
• Collaborate with other departments.
• Support community engagement initiatives.

Qualifications

• Bachelor's degree or equivalent experience.
• 3‑5 years of experience in banking relationship management or business lending.
• Strong communication skills.
• Preferred knowledge of cash flow and credit underwriting.
• Demonstrated business acumen across various industries.