Elevate Business Manager

Description

Elevate at Dream First Bank is seeking a driven and relationship-focused Business Performance Manager to support the growth and success of our commercial clients. This role blends relationship management, strategic sales, and financial consulting, with a focus on delivering a customized, white-glove banking experience.

You will be responsible for developing new commercial relationships, strengthening existing ones, and delivering tailored treasury and deposit solutions aligned with each client’s operational and financial goals.

• Generate new commercial deposit relationships through warm outreach, and referrals
• Identify opportunities to expand existing client relationships
• Partner with Commercial Lenders to source and refer loan opportunities

• Serve as the primary contact for business clients on all non-lending needs
• Deliver a high-touch, consultative client experience
• Conduct ongoing relationship reviews to align services with client needs

• Analyze and restructure client accounts into optimized banking solutions
• Implement treasury tools (ACH, wires, remote deposit, etc.)
• Build strategic deposit plans utilizing Intra Fi for FDIC coverage and yield optimization

• Evaluate Accounts Payable and Accounts Receivable workflows
• Recommend efficiency improvements and automation strategies
• Apply and educate clients on Profit First account structuring

• Educate clients on fraud risks and prevention strategies
• Implement tools and best practices to reduce exposure

• Work alongside lenders and internal teams on joint client strategies
• Participate in team-based client calls
• Contribute to Elevate’s collaborative culture

• Experience in banking, treasury services, or commercial relationship management
• Strong sales and business development mindset
• Ability to analyze financial structures and deliver customized solutions
• Knowledge of treasury services and deposit strategies (Intra Fi preferred)
• Strong communication and client-facing skills
• Highly organized and self-motivated
• Team-oriented approach

• Travel across market locations required
• Occasional overnight travel with advance notice

Elevate delivers a white-glove banking experience focused on customization, responsiveness, and long-term partnership. This role is ideal for someone who wants to make a direct impact on client success while growing meaningful business relationships.