Relationship Manager
Listed on 2026-03-01
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Business
Financial Analyst -
Finance & Banking
Financial Analyst
We truly are what we say; we're here for our customers, and we deliver the best service with the fastest, most thoughtful solutions.
As a locally owned bank, our relationships run deep. You'll quickly get to know many of our clients by name - and our team is even closer.
We keep things down to earth, and we take pride in creating a workplace where people feel comfortable, appreciated, and motivated to grow. If you’re looking for a place where you can build real relationships, develop new skills, and enjoy showing up to work each day - you’ll find it here.
Position SummaryThe Relationship Manager is responsible for developing, managing, and expanding a portfolio of commercial and business banking relationships. This role is a primary driver of both loan and deposit growth, serving as a trusted advisor to business owners and key referral partners while delivering a full suite of credit, treasury, and deposit solutions. The Relationship Manager will focus on new business development, portfolio management, cross-selling, and retention while maintaining strong credit quality and compliance with bank policies.
Key Responsibilities Business Development & Growth- Proactively source and close new commercial relationships to meet or exceed loan and core deposit growth goals.
- Develop calling plans and referral strategies targeting local businesses, professionals, and community partners.
- Generate new loan production across C&I, owner-occupied CRE, and non-owner occupied CRE.
- Drive core deposit growth through operating accounts and treasury management services.
- Participate in pipeline meetings, portfolio reviews, and strategic planning.
- Represent the bank at community, networking, and business development events.
- Serve as the primary point of contact for assigned commercial clients.
- Conduct regular relationship reviews to identify growth, retention, and risk opportunities.
- Monitor portfolio performance, covenant compliance, and credit quality.
- Coordinate with credit, operations, and treasury teams to deliver timely service.
- Structure loans consistent with bank policy, regulatory guidance, and risk appetite.
- Prepare complete and accurate credit packages, including financial analysis and cash flow assessment.
- Present credit requests to loan committees as needed.
- Identify and address early warning signs of credit deterioration.
- Ensure compliance with all bank policies, procedures, and regulatory requirements.
- Bachelor’s degree in Finance, Business, or related field (or equivalent experience).
- 7+ years of commercial banking or business lending experience.
- Proven track record of generating new loans and deposits.
- Strong credit analysis and financial statement interpretation skills.
- Existing local business and referral network preferred.
- Excellent relationship, communication, and negotiation skills.
- Strong understanding of treasury management and deposit products.
- Salary Range: $120,
- Medical Insurance
- Health Savings Account w/ company contribution
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