Senior Business Banking Relationship Manager

Role Overview The Senior Business Banking Relationship Manager is a high-level banking professional responsible for developing, managing, and expanding relationships with small to midsized business clients. They provide comprehensive banking services, manage complex accounts, and act as a financial advisor. Key Responsibilities Conducts retention and new business development calls with existing and potential clients.Identifies prospects, maintains pipelines, and develops new business opportunities.Assists in loan interviewing, documentation, and recommends suitable loan products.Prepares and submits loan packages for underwriting and approval, ensuring accuracy.Coordinates loan closings and recognizes opportunities to cross-sell banking products and services.Builds a targeted portfolio of high-value small business clients, determining strategic focus.Educates clients on financial strategies, including planning, investments, insurance, and credit.Monitors customer data, market trends, and financial plans to identify new needs and opportunities.Collaborates across departments to fulfill cross-sell opportunities and close deals effectively. Qualifications & Skills Bachelor’s degree with 5-8 years of relevant experience or equivalent.Knowledge of business credit underwriting, financial analysis, and commercial credit preferred.Strong interpersonal, verbal, and written communication skills.Business acumen with understanding of diverse industries and markets.Proficiency in Microsoft Office suite.