Business Banking Relationship Manager
Core
Cultivates and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase market share through consultative sales and business development.
Role type
Business Banking Relationship Manager
Builds
Business banking products and lending solutions for small business clients
Domain
Financial Services / Business Banking
Deliverable
client delivery
Required skills
financial analysis, credit assessment, business banking product knowledge, customer sales, relationship management, risk management, data analysis, problem solving
Preferred skills
strategic planning, change management, stakeholder influence
Technologies
banking databases, loan documentation systems
Responsibilities
Proactively develop and execute sales strategies to attract new business clients and expand existing relationships; Identify prospective customers and cross-sell additional products and services; Understand customer needs and offer financial solutions that meet customer goals; Resolve or escalate issues and provide advice on solution implementation; Monitor and track performance to achieve customer retention objectives; Apply risk management frameworks to protect assets and adhere to regulatory requirements.
