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Senior Business Banking Relationship Manager
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-09-12
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Financial Sales, Banking & Finance, Commercial Banking
Job Description & How to Apply Below
Responsibilities
- Manage an extensive portfolio of complex clients and prospects with annual revenues of $5-50 million
- Acquire, deepen, and maintain profitable client relationships through sales, prospecting and enhancing existing relationships
- Understand and interpret financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
- Collaborate with local market stakeholders and teammates across the bank, including Investment Banking, Foreign Exchange, and Wealth Management
- Facilitate client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions
- Lead and facilitate dialogue with complex clients and prospects about industry, capital structures, and general business issues
- Coach and mentor peers
- Adapt to changes in sales practices and broader market and industry conditions
- 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
- High School Diploma / GED / Secondary School or equivalent
- 40 hours per week
- 1st shift (United States of America)
Demonstrates expertise in managing complex client portfolios, analyzing financial statements, and developing profitable client relationships. Proven ability to collaborate across teams and adapt to changing market conditions.
Highest-signal resume keywords- Commercial Lending
- Business Development
- Financial Statement Analysis
- Client Relationship Management
- Portfolio Management
- Cash Flow Analysis
- Sales Prospecting
- Financial Analysis
- Client Acquisition
- Market Trend Analysis
- Coaching
- Mentoring
- Collaboration
- Adaptability
- High School Diploma
- GED
- Middle Market Sector
- Commercial Credit
- Investment Banking
- Wealth Management
- Treasury Management
Position Requirements
10+ Years
work experience
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