Business Banking Relationship Manager
Core
Manage loan and deposit relationships with small business clients, solicit new business, and service existing accounts through a relationship management program.
Role type
Business Banking Relationship Manager
Builds
Loan and deposit portfolios for small business clients
Domain
Banking / Small Business Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Credit evaluation, financial statement analysis, sales negotiation, risk management, cross-selling, network development
Preferred skills
Knowledge of cash management and merchant services, civic engagement
Technologies
Personal computers, banking software
Responsibilities
Develop new banking relationships with business prospects; evaluate credit information and recommend loan structures; achieve sales goals for revenue, loan production, and deposit balances; manage a loan portfolio of $7.5M–$20M; oversee 15–40 clients; participate in sales sprints and call targets.
Seniority
Mid-level, hands-on IC
