Business Banking Relationship Manager

Job Description

This role provides comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high‑value and opportunity clients. Key responsibilities include supporting the profitability growth of the small‑business customer base, identifying, developing, and driving results, and acquiring new client opportunities through prospecting, networking, and developing external referral sources. Job expectations include opening core small‑business accounts while adhering to procedural guidelines.

• Manages the end‑to‑end client journey to deliver on client needs and drive sales opportunities while mitigating risk.
• Identifies and refers specialized small‑business opportunities and solutions to clients while conducting small‑business relationship reviews.
• Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time.
• Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small‑business opportunities.
• Leverages knowledge of credit to advise small‑business owners on solutions, services, and digital capabilities that help them meet their short‑ and long‑term business goals.
• Supports execution of the sales delivery model to achieve targeted performance and growth of the bank’s Small Business segment.
• Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee‑centric culture.

• Proven success in consultative sales in financial services or in business‑to‑business sales.
• Ability to demonstrate examples of improving specific business financial outcomes by interpreting financial statements and recommending specific levers.
• Passion for outside sales and enjoyment of prospecting.
• Desire to enhance existing relationships and exceed sales goals.
• Analytical skills to assess clients’ financial conditions and industry trends.
• Proficiency in interpreting 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 a 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.
• Undergraduate degree in business, finance, or economics preferred or seven years of relevant work experience.

• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Customer and Client Focus
• Pipeline Management
• Credit Documentation 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 of America)

40 hours per week.

$75,000.00 – $ annualized salary, offers determined based on experience, education, and skill set.

Formulaic incentive plan eligibility – incentives earned based on performance against defined metrics.

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