Business Relationship Manager Senior - Deepening - Vice President
Core
Senior Business Relationship Manager managing a portfolio of large profitable business clients (>$3MM revenue) to drive deposit acquisition, product deepening, and growth.
Role type
Senior IC Business Relationship Manager (Business Banking)
Builds
Business deposit and cash management solutions, business credit opportunities up to $15MM
Domain
Financial Services / Commercial Banking
Required skills
Business banking relationship management, business credit underwriting, deposit/cash management products, client retention, business development, risk management, financial advice, prospecting, referral network management, in-person client visits, treasury products, cross-functional partnership
Preferred skills
Managing clients with >$10MM revenue, Microsoft Office proficiency, diverse industry knowledge
Technologies
Microsoft Office (Outlook, Excel, Word, PowerPoint)
Responsibilities
Acquire, retain, and deepen a portfolio of ~70 business clients; provide customized banking solutions and credit opportunities; conduct in-person visits to develop financial relationships; partner with Wealth Management and Private Bank for personal financial solutions; onboard clients with treasury products; adhere to risk management protocols
Seniority
Senior, hands-on IC