Sr. Relationship Manager, SBB
Core
Manage and grow a portfolio of large and complex small business banking clients by developing relationships, understanding financial needs, and cross-selling banking products.
Role type
Senior IC small business relationship manager
Builds
Banking products and services for small business clients
Domain
Financial services / Small business banking
Deliverable
client delivery
Required skills
portfolio management, client relationship management, cross-selling, business analysis, process improvement, product testing
Responsibilities
Manage a pipeline of large and complex small business banking relationships; serve as the primary contact for assigned clients; conduct client interviews to understand business and banking needs; make recommendations to improve processes, products, and client experience; pilot and test new channels and niches.
