Business Banking Relationship Manager Sr
Core
Acquire, retain, and expand business banking clients by generating loans, deposits, and fee-based services, acting as a trusted advisor for small business needs.
Role type
Senior Business Banking Relationship Manager
Builds
Loan packages, deposit accounts, and fee-based banking products for small businesses
Domain
Commercial Banking / Small Business Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work -> client delivery
Required skills
prospecting, relationship management, sales, credit analysis, financial statement interpretation, cash flow analysis, loan negotiation, regulatory compliance knowledge, community relations
Preferred skills
commercial credit training, SBA products knowledge, mentoring experience, advanced financial analysis
Technologies
banking regulations (Reg B, ECOA, HMDA, FIRREA, CRA), loan origination systems
Responsibilities
Develop new small business relationships via outside calls; analyze customer financial conditions and recommend solutions; negotiate loan terms and conditions; manage portfolio for profit potential while adhering to credit policy; attend loan closings; compile and analyze data for loan requests; establish bank as the primary financial partner through community engagement.
Seniority
Senior, hands-on IC with mentorship responsibilities