Business Banking Relationship Manager; Small Business

Overview

This role supports small business customers with annual revenues up to $20 million, managing their end-to-end client journey and driving profitability and growth.

• 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 while conducting relationship reviews.
• Deliver a branded customer experience, being in the field at least 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 owners on solutions, services, and digital capabilities that help them meet short and long-term goals.
• Support execution of the sales delivery model to achieve targeted performance and growth.
• Coach, develop, guide, and deliver feedback to associates and clients while embodying a client- and employee-centered culture.

• Proven success in consultative sales in financial services or B2B sales.
• Demonstrated success improving business financial outcomes by interpreting statements and recommending levers.
• Passion for outside sales and prospecting.
• Motivation to enhance existing relationships and exceed sales goals.
• Ability to analyze clients’ financial conditions and industry trends.
• Understanding of and ability to interpret financial statements and cash‑flow analysis.
• Excellent communication skills and demonstrated leadership ability.
• Experience partnering and negotiating with bank employees to solve client issues.
• 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 multitasking ability 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 and Client Focus
• Pipeline Management
• Credit Documentation and Requirements
• Financial Analysis
• Oral Communications
• Prioritization
• Written Communications
• Coaching
• Interpretation of Relevant Laws, Rules and Regulations
• Prospecting
• Risk Management

High School Diploma, GED, or equivalent work experience.

1st shift (United States)

40