Small Business Manager/Associate Relationship Manager
Core
Provide business and financial advice to a portfolio of high-value small business clients, supporting them in starting, managing, and growing their enterprises while ensuring operational resilience and risk compliance.
Role type
Associate Relationship Manager (Small Business Banking)
Builds
Integrated financial solutions and client relationship plans for small business clients
Domain
Banking / Small Business Finance
Deliverable
client delivery
Required skills
Client relationship management, risk assessment, financial analysis, practice management, digital literacy, compliance adherence
Preferred skills
Credit structuring knowledge, industry-specific client rapport (financial, hospitality, retail), Moody's Analytics certification
Technologies
Microsoft Office suite, digital banking platforms, ATMs, online banking applications
Responsibilities
Retain and grow a team-managed portfolio of small business clients; conduct client discovery and annual credit reviews; monitor portfolio quality and delinquencies; educate clients on digital and cash management solutions; execute due diligence and compliance routines; assist commercial banking clients as needed.
Seniority
Junior to Mid-level, hands-on IC