Jobs · Finance · Florida

Relationship Manager - Business Banking

RG&T Solutions · Doral, FL · Yesterday
FinanceFull-time
Role Overview: The Senior Business Banking Relationship Manager is a high-level banking professional responsible for developing, managing, and expanding a portfolio of small to midsized business clients. Key Responsibilities Conducts retention and new business development calls with existing and potential clients.Identifies and develops new customer prospects and manages the business pipeline.Interviews applicants, completes documentation, and recommends loan products.Determines optimal loan structures, submits packages for underwriting and approval, and coordinates loan closings.Recognizes opportunities to cross-sell additional banking products and services.Builds and maintains a portfolio of high-value clients, developing strategies to meet their financial needs.Acts as a financial advisor, educating clients on financial planning, investments, and credit options.Monitors customer accounts and market trends to identify new opportunities.Collaborates with other departments to fulfill cross-sell opportunities and close deals effectively. Qualifications & Skills Bachelor’s degree with 5-8 years of experience or equivalent.Knowledge of cash flow, business credit underwriting, and commercial credit preferred.Strong interpersonal, communication, and presentation skills.Business acumen with understanding of diverse industries and financial concepts.Proficiency in Microsoft Office.

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