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Business Banking Relationship Manager - Greater Dallas Market

Dallas, US💼 Full-time🗓 2026-08-28 → 2026-09-27

Core

Provide comprehensive financial solutions to small businesses with revenues up to $20M, driving profitability and acquiring new client opportunities.

Role type

Business Banking Relationship Manager (Outside Sales)

Builds

Small business client accounts and sales portfolios

Domain

Banking / Small Business Finance

Deliverable

client delivery

Required skills

consultative sales, financial statement analysis, cash flow analysis, prospecting, relationship management, credit knowledge, CRM proficiency

Preferred skills

community leadership, multitasking in demanding environments

Technologies

CRM platforms, banking systems

Responsibilities

Manage end-to-end client journey to deliver needs and drive sales; Identify and refer specialized small business opportunities; Deliver branded customer experience with minimum 80% field time; Foster relationships with key partners (Merchant, Treasury, etc.); Advise on credit and digital capabilities; Execute sales delivery model for growth; Coach associates and clients.

Seniority

Individual Contributor, mid-level sales role

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