Business Relationship Manager I - Officer
Core
Manage and develop a portfolio of large profitable business clients (>$3MM revenue) by providing financial advice, deposit/cash management solutions, and business credit opportunities up to $15MM.
Role type
Senior Business Relationship Manager (IC)
Builds
Long-term primary banking relationships and portfolio growth for large business clients
Domain
Commercial Banking / Business Lending
Required skills
Business banking relationship management, business credit underwriting, deposit/cash management solutions, client retention and growth, targeted prospecting, risk management, financial advice, in-person client visits, cross-functional partnership
Preferred skills
Managing clients with >$10MM revenue, industry and market analysis, Microsoft Office proficiency
Technologies
Microsoft Office (Outlook, Excel, Word, PowerPoint)
Responsibilities
Acquire, retain, and deepen a portfolio of ~70 business clients; provide customized business banking solutions; prospect for new clients and leverage referral networks; conduct regular in-person visits with clients and centers of influence; partner with Wealth Management and Private Bank for personal financial solutions; onboard clients and deliver treasury products; adhere to risk management protocols and regulatory requirements
Seniority
Senior, hands-on IC