Business Banking Relationship Manager II

Responsibilities

• Developing, managing, and expanding a portfolio of small to midsized business clients.
• Conducting retention and business development calls.
• Identifying new prospects.
• Maintaining a sales pipeline.
• Interviewing applicants.
• Recommending loan products.
• Structuring and submitting loan packages for approval.
• Coordinating loan closings.
• Identifying opportunities to cross-sell banking products and services.
• Building strong client relationships.
• Acting as a financial advisor by educating clients on financial strategies.
• Monitoring market trends and customer information to identify new needs and opportunities.
• Developing sales plans.
• Collaborating with other departments to close high-quality deals.
• Building and maintaining a high-value small business client portfolio, focusing on strategic growth and customer satisfaction.

Qualifications and Skills

• Bachelor’s degree and 3-5 years of relevant experience or equivalent education and experience.
• Knowledge of cash flow, business credit underwriting, and commercial credit training (preferred).
• Excellent communication, presentation, and business acumen across various industries (essential).
• Ability to work effectively with teams, manage customer relationships, and utilize Microsoft Office tools (required).