Business Banking Relationship Manager II
Core
Business development and relationship management for companies with annual gross sales of $0-10M, providing financial solutions including loans, deposits, and treasury management.
Role type
Senior IC business banking relationship manager
Builds
Long-term, profitable client relationships and revenue growth for small-to-mid-sized businesses
Domain
Commercial banking / Small business finance
Required skills
Business acumen, financial statement analysis, credit risk assessment, client needs assessment, strategic planning, CRM utilization, cross-selling, coaching/mentoring
Preferred skills
Underwriting experience, alternative lending knowledge, advanced accounting principles, prospecting
Technologies
Microsoft Office, CRM systems
Responsibilities
Develop qualified client prospects and retain/grow long-term relationships; Analyze client needs and develop tailored relationship strategies; Cross-sell banking products and services; Monitor customer financial performance and credit exposure; Coach and mentor junior relationship managers; Conduct pre-call planning and post-call follow-up
Seniority
Senior, hands-on IC