Business Banking Senior Relationship Manager - Walnut Creek- Potential Signing Bonus up to $25K
Core
Trusted advisor to business owners, connecting them with lending, treasury management, deposit, and payment solutions to support growth.
Role type
Senior Business Banking Relationship Manager
Builds
Lending, treasury management, deposit, and payment solutions for businesses
Domain
Banking / Business Finance
Deliverable
client delivery
Required skills
Business-to-business sales, client acquisition, relationship management, financial solutions assessment, cross-functional partnership, performance goal achievement
Preferred skills
Local market knowledge, B2B sales discipline, onboarding and retaining mid-market businesses ($2.5M-$50M revenue)
Technologies
N/A
Responsibilities
Active prospecting and self-sourcing new business, building and managing client relationships, delivering tailored financial solutions, educating clients on products, recommending solutions based on client goals, partnering with Treasury and Credit Card teams
Seniority
Senior, hands-on IC
