CareerPlan

Business Banking Relationship Manager

City of Industry, CA, USAFull-time$65k–$140k2026-10-06 → 2026-11-11
Based in United States

Core

Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase market share.

Role type

Business Banking Relationship Manager

Builds

Business banking products and services for small business clients

Domain

Financial Services / Business Banking

Deliverable

product features

Required skills

Financial analysis, Credit assessment, Business banking product knowledge, Lending processes, Customer sales, Relationship management, Strategic planning, Risk management

Preferred skills

Data driven decision making, Change management, Cross-selling

Technologies

Banking technologies, Databases

Responsibilities

Proactively develops and executes sales strategies to attract new business clients, Identifies prospective customers and cross-sells additional products and services, Understands customer needs and offers financial solutions that meet customer goals, Resolves or escalates issues, Develops solutions and makes recommendations based on an understanding of business strategy, Monitors and tracks performance

Seniority

Mid-level, hands-on IC