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Senior Business Banking Relationship Manager
Job in
Pleasanton, Alameda County, California, 94566, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance -
Business
Banking & Finance
Job Description & How to Apply Below
Responsibilities
- Provides advice and valuable financial solutions to complex Business Banking clients and prospects
- Manages an extensive portfolio of complex clients and prospects with annual revenues of $5-50 million and helps companies save, borrow, and invest for their current and future needs
- Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships
- Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
- Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
- Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
- Coaches and mentors peers, while utilizing leadership skills
- Adapts to changes in sales practices and broader market and industry conditions as needed
- Minimum of five years of experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector
- Experience managing an extensive portfolio of clients with annual revenues of $20-$50 million
- Proven track record of sales, prospecting new business and enhancing existing relationships
- Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends
- Bachelor's degree in business, finance, economics or related field or equivalent relevant work experience
Position Requirements
10+ Years
work experience
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