Senior Business Banking Relationship Manager

Overview

Business Banking Relationship Manager, Sr is a high‑level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses. Provides a full range of banking services to small businesses and manages the more complex accounts.

Location:

On site at location listed in job posting.

• Makes retention and business development calls on existing and potential new customers.
• Develops new customer prospects and business for the Bank.
• Maintains prospect lists and business pipeline.
• Interviews applicants, completes required documentation, and recommends loan products to customers.
• Determines best loan structure for customers and submits packages for underwriting and approval.
• Verifies loan documents are complete and accurate according to approval guidelines.
• Coordinates and attends loan closings.
• Recognizes opportunities to offer additional bank products and services to meet customer needs.
• Develops new small business relationships through calling on targeted potential clients.
• Develops sales plans and strategies.
• Works closely with other departments and fulfills cross‑sell opportunities.
• Finalizes and helps structure and close deals with a high close rate.
• Builds and maintains a portfolio mix of targeted high‑value and high‑potential small business clients; determines strategy and focus for the small business department and region.
• Acts as a financial advisor by educating customers about financial strategies (e.g., financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services.
• Monitors customer information, products, financial plan and market trends to identify new customer needs and opportunities to deliver further value.
• Performs all other duties as assigned.

• Bachelor (4‑year college) degree and 5–8 years of experience or equivalent combination of education and experience.
• Knowledge of cash flow and business credit underwriting with commercial credit training preferred.
• Ability to work effectively with individuals and groups across the company to manage customer relationships.
• Excellent presentation, verbal and written communication skills.
• Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts.
• Microsoft Office suite.

• Medical with wellness incentives, dental, and vision.
• HSA with company match.
• Maternity and parental leave.
• Tuition reimbursement.
• Mentor program.
• 401(k) with 6% match.
• More at

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.

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