CareerPlan

Business Banking Relationship Manager

San Jose, USFull-time$140k–$185k2026-10-06 → 2026-11-11
On-site · United States

Core

Provide advice and financial solutions to complex Business Banking clients and prospects, serving as a primary point of contact and trusted advisor.

Role type

Business Banking Relationship Manager

Builds

Financial solutions for companies with annual revenues of $5-50 million

Domain

Banking / Commercial Finance

Deliverable

client delivery

Required skills

Commercial lending, Business development, Financial analysis, Loan structuring, Credit documentation, Risk management, Sales, Relationship building

Preferred skills

Bachelor's degree in business/finance/economics, Experience managing portfolios with $20-$50M revenue

Technologies

None stated

Responsibilities

Manage extensive portfolio of complex clients and prospects; Acquire and maintain profitable client relationships; Understand and interpret financial statements to analyze company conditions; Collaborate with local market stakeholders and teammates to design financial solutions; Lead dialogue regarding industry and business issues; Coach and mentor peers

Seniority

Mid-Senior level (5+ years experience)