Senior Business Banking Relationship Manager

About the role

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.

Responsibilities

• Conducts retention and new business development calls on existing and prospective clients.
• Identifies and develops new customer prospects, maintains prospect lists, and manages the sales pipeline.
• Interviews applicants, completes documentation, and recommends suitable loan products.
• Prepares loan packages, verifies accuracy, and coordinates loan closings.
• Offers additional banking products and services to meet client needs.
• Builds a portfolio of high-value small business clients, developing sales strategies and focusing on targeted markets.
• Acts as a financial advisor, educating clients on financial planning, investments, credit, and market trends.
• Monitors customer information and market conditions to identify new opportunities.
• Collaborates across departments, structures deals, and closes high-rate deals efficiently.

Qualifications

• Bachelor’s degree with 5-8 years of experience or equivalent.
• Knowledge of cash flow and business credit underwriting; commercial credit training preferred.
• Strong interpersonal, presentation, and communication skills.
• Business acumen across diverse industries and financial concepts.
• Proficiency in Microsoft Office Suite.