Business Banking Relationship Manager

Experteer Overview In this role you will help local businesses thrive by providing banking solutions and guidance that align with their financial goals. You’ll grow a portfolio of small to mid‑size business clients, focusing on an excellent client experience and prudent risk management. You will collaborate across departments to cross‑sell products and educate clients on financial strategy, aiming to strengthen community ties and CRA objectives.

This position offers meaningful impact through advisory support and growth of market share.

Retribuzione / Benefits Grow loan and deposit portfolios through proactive outreach and centers of influence

Develop new small business relationships and expand existing ones Maintain a balanced portfolio of high-value clients and set regional strategy

Identify and present appropriate bank products and optimal loan structures

Prepare annual reviews and recommendations for clients

Collaborate with other departments to fulfill cross‑sell opportunities

Act as a financial advisor, educating clients on financial strategies and aligning needs with products

Monitor client information and market trends to identify new opportunities

Engage in local civic and nonprofit activities to support community and CRA goals

ResponsabilitàBachelor’s degree in Business, Finance or related field or equivalent work experience3-5 years in banking relationship management or related lending experience

Knowledge of cash flow and business credit underwriting; commercial credit training preferred

Ability to work with diverse groups to manage relationships

Excellent presentation, verbal, and written communication skills

Strong business acumen across industries, markets, and economic concepts

Requisiti fondamentali

Medical with wellness incentives

HSA with company match

Maternity and parental leave

Tuition reimbursement

Mentor program
401(k) with 6% match
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