Business Banking Relationship Manager

Job Description

Responsible for providing comprehensive financial solutions to small businesses with annual revenues up to $5 million. Actively manage and deepen relationships with high‑value and opportunity clients.

• Manage end‑to‑end client journey to deliver 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 by 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 help them meet short‑and‑long‑term business goals.
• Support execution of the sales delivery model to achieve targeted performance and growth of the bank’s Small Business segment.
• Coach, develop, guide, and deliver feedback to associates and clients while embodying a client and employee‑centric culture.

• Proven success in consultative sales in financial services and/or business‑to‑business sales.
• Demonstrated success improving business financial outcomes by interpreting financial statements and recommending specific levers.
• Passion for outside sales and enjoyment of prospecting.
• Motivation to enhance existing relationships and exceed sales goals.
• Ability to analyze financial conditions of clients and industry trends.
• Understanding and interpretation of financial statements and cash flow analysis.
• Excellent communication skills and demonstrated leadership ability.
• Experience partnering and negotiating with a team of bank employees to solve client issues.
• Demonstrated management of a client portfolio with focus on relationship development and deepening.
• Thorough knowledge of small business financial products and services.
• Familiarity with CRM platforms and other banking systems.

• Community leadership experience.
• Strong computer skills with the ability to multitask in a demanding environment.
• Bachelor’s Degree in business, finance, economics or related field or seven years of relevant work experience.

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

1st shift (United States of America)

40

$90,000.00 – $ annualized salary, offers to be determined based on experience, education and skill set.

Eligible to participate in a formulaic incentive plan. Incentives are earned based on performance against defined metrics.

Benefits‑eligible. Industry‑leading benefits, access to paid time off, resources and support to make a genuine impact and contribute to sustainable growth.

US – CA – Milpitas – 740 E Calaveras Blvd – MILPITAS BC (CA3107)