Business Banking Relationship Manager II

About the role

This position focuses on developing new business banking prospects and managing a portfolio of clients with revenue between $5MM and $30MM. The role involves offering a variety of banking products such as loans and deposits to build profitable, long-term relationships, while ensuring credit quality and risk management.

Responsibilities

• Manage and grow a high-value client portfolio through relationship deepening and proactive outreach.
• Serve as a trusted financial advisor, understanding clients’ financial goals and needs.
• Recommend and deliver tailored solutions, partnering with internal specialists.
• Lead client conversations with credit insights and structure financial solutions.
• Collaborate with cross-functional teams including Credit and Treasury Management to enhance client experience.
• Work with the relationship team on loan structures, pricing, underwriting, and portfolio management.
• Drive growth in deposits, loans, and fee income, meeting sales and retention goals.
• Maintain community engagement to generate referrals and expand client relationships.
• Stay informed on market trends and act as a resource to clients.
• Monitor client portfolios for financial changes, product needs, and risks.
• Ensure compliance with regulations and internal policies, completing required training.
• Act as a peer mentor and promote team collaboration and organizational values.
• Perform additional duties as assigned.