Business Banking Virtual Relationship Manager
Core
Manages a portfolio of small business clients by selling financial products, providing advisory services, and identifying cross-marketing opportunities to drive retention and growth.
Role type
Business Banking Virtual Relationship Manager
Builds
Financial products and services for small business clients
Domain
Commercial Banking / Small Business Lending
Deliverable
client delivery
Required skills
consultative selling, financial statement review, credit line assessment, loan origination, client retention strategies, regulatory compliance, risk management, strategic partnership development, revenue growth generation, product knowledge
Preferred skills
structured sales methodologies, understanding of economic drivers, problem-solving innovation
Technologies
PC/laptop, banking software platforms
Responsibilities
Maintain and manage assigned client portfolio, proactively contact clients to address needs, promote and cross-market products, review financial statements and assess credit lines, identify lending opportunities, manage administrative tasks for compliance, mitigate client run-off, make joint calls with partners
Seniority
Entry-level, individual contributor