Business Relationship Manager I - Officer
Core
Manage a portfolio of 100-130 business clients (revenue $1M-$5M) by providing financial advice, deposit/cash management solutions, and credit opportunities up to $500k.
Role type
Business Banking Relationship Manager
Builds
Business deposit and cash management solutions; business credit opportunities
Domain
Financial Services / Business Banking
Deliverable
product features
Required skills
Business banking relationship management, business credit knowledge, risk management, financial advice, client portfolio management, cross-functional collaboration
Preferred skills
Finance degree, strong business network
Technologies
MS Office (Outlook, Excel, Word, PowerPoint)
Responsibilities
Acquire and retain business clients, deliver customized banking solutions, conduct in-person client meetings, identify new business opportunities, collaborate with partners (Wealth Management, Home Lending), support branch operations, adhere to risk management protocols
Seniority
Entry-level (1+ years experience)