Business Relationship Manager I - Officer
Core
Manage a portfolio of 70-90 business clients (revenue $1-$5M) by providing financial advice, deposit/cash management solutions, and credit opportunities up to $500k.
Role type
Business Banking Relationship Manager
Builds
Business banking solutions and credit products for small business clients
Domain
Financial Services / Business Banking
Deliverable
client delivery
Required skills
Business banking relationship management, business credit knowledge, risk management, financial advice, client portfolio management, cross-functional collaboration
Preferred skills
Strong business network, Finance degree or equivalent experience
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 internal partners, manage portfolio risk
Seniority
Entry-level (1+ years experience)