Managing Director, BB Relationship Management
Core
Cultivating and growing a portfolio of business clients, driving net deposit growth, loan production, and revenue through new business development and relationship expansion.
Role type
Senior Business Banking Relationship Manager
Builds
Business banking relationships, credit proposals, and treasury management solutions for commercial clients
Domain
Commercial Banking / Business Finance
Deliverable
client delivery
Required skills
Business banking relationship management, commercial credit analysis, financial analysis, sales pipeline management, treasury management solutions, regulatory compliance, business development, commercial loan origination
Preferred skills
Advanced degrees (Bachelor's/Master's), entrepreneurial business management orientation
Technologies
Treasury management systems, credit proposal tools
Responsibilities
Execute segment strategy to meet KPIs for new relationships, deposits, loans, and fees; develop and maintain networks of business contacts and referral sources; collaborate with cross-functional teams to deliver client experiences; source opportunities and present credit proposals; cross-sell treasury management solutions; ensure operational integrity and compliance.
Seniority
Senior, hands-on IC
