Business Banking Relationship Manager; RM

Overview

The Business Banking Relationship Manager (RM) is responsible for delivering a best-in-class experience for business clients and developing revenue growth by generating, managing, and growing quality, profitable business loans, deposits, and fee-based relationships. The primary focus is to proactively connect and consult with current and prospective clients to develop solutions to meet all financial services needs.

• Market JFG as the primary provider of financial products and services; actively prospect to identify and analyze needs and recommend structured solutions; serve as a cross-sale point of contact for OneJFG partners including treasury management, wealth management, equipment finance, and insurance products.
• Responsible for developing and maintaining quality client and Center of Influence relationships. Hold regular meetings with business owners and senior executives to develop rapport with decision makers and determine appropriate banking and lending solutions so JFG is viewed as the primary provider, value-added, and trusted partner.
• Perform timely analysis of client financial statements to determine appropriate credit capacity, leverage, and cash flows sufficient to repay debt obligations. Negotiate and review all loan documentation.
• Responsible for completing timely banking and credit renewals, annual client reviews, and collecting/reviewing financial statement requirements. Develop and maintain a high-quality deposit and loan portfolio and deepening relationships across other lines of business.

• Execution of our comprehensive sales process which includes successful prospecting, planning and gaining new business.
• Knowledge of full portfolio of JFG products and services; actively cross-sell full breadth and depth of products. Responsible for meeting or exceeding sales, cross-sales and referral goals.
• Actively call/joint call on identified target segments, prospects, centers of influence, etc. to lead new business development and client acquisition efforts.
• Expand new and existing relationships by advising and recommending appropriate solutions that will delight our clients and exceed their expectations.
• Develop and maintain strong working relationships with business partners to expand customer relationships across all lines of business – Banking, Wealth and Insurance.
• Meets or exceeds client retention goals.
• Perform proactive customer needs assessments on a regular basis.
• Give persuasive sales presentations and tailor delivery and material to meet audience needs.
• Applies sound judgment, innovation and appropriate creativity in management of client relationships.
• Participate in an active and meaningful role in a community or industry organization.

• Bachelor's degree preferred
• 5-8 years business banking experience highly desired
• Proven credit skills paired with a successful sales track record
• Strong ability to prospect clients through relationship building

Our culture embraces diversity, equity, & inclusion; one where everyone feels valued and heard. For more information on JFG's culture and diversity efforts, please visit the Diversity section of our career website.