Business Banking Relationship Manager II

About the role

This position involves developing and managing a portfolio of high-value business banking clients, with a revenue range of $5MM to $30MM. The role focuses on building long-term, profitable relationships by offering a variety of banking products including loans and deposits, while ensuring credit quality and risk management.

Responsibilities

• Manage and grow client portfolios through relationship deepening and new client acquisition.
• Serve as a trusted financial advisor, understanding clients’ financial goals and needs.
• Recommend and deliver tailored solutions by collaborating with internal specialists.
• Lead client discussions, structuring credit and banking solutions effectively.
• Coordinate with cross-functional teams to provide seamless service and deliver an integrated client experience.
• Work closely with the relationship team on loan structuring, pricing, underwriting, and portfolio management.
• Drive growth through deposits, loans, and fee income, meeting sales and retention goals.
• Build community presence to generate referrals and establish new relationships.
• Stay informed on market trends and act as a resource for clients.
• Monitor client portfolios for changes and ensure compliance with regulations and internal policies.
• Mentor peers and promote team collaboration and organizational values.
• Perform additional duties as assigned.

Qualifications

• Strong client relationship management and sales skills.
• Excellent understanding of business banking products, credit, and risk management.
• Ability to collaborate across teams and provide tailored financial solutions.
• Knowledge of market and economic trends impacting clients.
• Commitment to compliance, community engagement, and organizational values.