Relationship Manager I - Business Banking
Core
Manage cash flow solutions and credit/non-credit products for small businesses with $2M-$10M annual sales, acting as a trusted advisor to optimize client financial goals.
Role type
Business Banking Relationship Manager
Builds
Cash flow solutions, credit and non-credit products for small business clients
Domain
Banking / Small Business Finance
Deliverable
product features
Required skills
Financial analysis, Credit risk assessment, Client relationship management, Sales cycle management, Regulatory compliance, Credit fundamentals
Preferred skills
Book of business management, Prospecting, Selling, Decision making, Tech savviness
Responsibilities
Originate, analyze, negotiate, and document credit and non-credit products; Manage risk/return and mitigate regulatory, reputational, operational, and credit risks; Develop and cultivate Center of Influence (COI) relationships to meet sales goals; Acquire and retain client relationships to deepen share of wallet; Build internal and external networks to expand the business portfolio.
Seniority
Individual Contributor, 3+ years experience