Business Banking Relationship Manager

Job Overview

The Small Business Banking Representative will provide comprehensive financial solutions to small businesses with annual revenues up to $20 million, actively managing and deepening relationships with high‑value and opportunity clients.

• Manage the end‑to‑end client journey to deliver on client needs and drive sales opportunities while mitigating risk.
• Identify and refer specialized small business opportunities and solutions to clients while conducting relationship reviews.
• Deliver a branded customer experience within aligned sales portfolios, being in the field a minimum of 80% of the time.
• Foster relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities.
• Leverage credit knowledge to advise small business owners on solutions, services, and digital capabilities that meet short and long‑term business goals.
• Support execution of the sales delivery model to achieve targeted performance and growth of the small business segment.
• Coach, develop, guide, and deliver feedback to associates and clients while embodying a client‑centric culture.

• Proven consultative sales success in financial services or business‑to‑business sales.
• Ability to improve specific business financial outcomes by interpreting financial statements and recommending levers.
• Passion for outside sales and prospecting.
• Desire to enhance existing relationships and exceed sales goals.
• Analytical skills: ability to assess financial conditions of clients and industry trends.
• Strong communication, leadership, and teamwork skills.
• Experience managing a client portfolio focused on relationship development and deepening.
• In‑depth knowledge of small business financial products and services.
• Familiarity with CRM platforms and banking systems.

• Community leadership.
• Advanced computer skills and multitasking ability.
• Undergraduate degree in business, finance, or economics, or seven years of relevant work experience.

• Client Experience, Branding, Client Management, Client Solutions Advisory, Customer & Client Focus.
• Pipeline Management, Credit Documentation, Financial Analysis.
• Oral & Written Communications, Coaching, Interpretation of Relevant Laws, Rules, and Regulations.
• Prospecting, Risk Management.

High School Diploma/GED or equivalent work experience.

Shift: 1st shift (United States of America). Hours per week: 40.

Pay range: $75,000 – $110,000 annualized salary, based on experience, education, and skill set. Eligible for a formulaic incentive plan.

Industry‑leading benefits, paid time off, and resources designed to empower employees to make a genuine impact and support sustainable growth.

US – WA – Everett, 2707 Colby Ave, Everett Mutual Tower (WA9707).