Business Banking Relationship Manager II
Core
Manage business development and relationships for companies with annual gross sales between $2MM and $10MM, providing financial solutions for personal and business needs.
Role type
Business Banking Relationship Manager
Builds
Loans, deposits, treasury management, and other banking services for small-to-mid-sized businesses
Domain
Banking / Commercial Finance
Deliverable
client delivery
Required skills
Business development, relationship management, credit risk assessment, financial statement analysis, underwriting, cross-selling, CRM utilization, regulatory compliance
Preferred skills
Underwriting experience, Microsoft certifications, prospecting tools proficiency
Technologies
CRM systems, Microsoft Office, Credit support tools
Responsibilities
Prospect for new clients, develop tailored relationship strategies, retain and grow profitable client relationships, cross-sell products, conduct credit reviews and risk monitoring, coordinate client-facing activities with product partners
Seniority
Mid-level, hands-on IC