Business Banking Relationship Manager 3 - Potential Sign On Bonus up to $25K
Core
Trusted advisor to business owners delivering tailored financial solutions including lending, treasury management, deposits, payments, and credit cards to support business growth.
Role type
Business Banking Relationship Manager (Sales & Relationship Management)
Builds
Lending, treasury, deposit, payment, and merchant services portfolios for business clients
Domain
Commercial Banking / Financial Services
Deliverable
client delivery
Required skills
Business development, relationship management, financial acumen, credit assessment, portfolio management, consultative sales, Centers of Influence networking
Preferred skills
SBA 7(a) and 504 lending experience, Commercial & Industrial (C&I) lending, Commercial Real Estate development/investment, complex credit structures >$2.5M, prospecting companies >$10M revenue
Technologies
NMLS, E-Verify, FINRA, Reg Z, Reg G, OFAC, NFA, FCPA, Bank Secrecy Act, SAFE Act
Responsibilities
Conduct outbound marketing including cold calling and after-hour events; develop new client relationships and build a book of business from scratch; assess banking needs and recommend tailored solutions; manage assigned portfolio for credit quality and renewals; obtain credit approval within limits; partner with internal specialists for comprehensive solutions.
Seniority
Mid-Senior level (5-7 years experience)
