Business Banking Relationship Manager

About This Role

This role is responsible for delivering comprehensive financial solutions to small businesses with annual revenues up to $20 million, managing and deepening client relationships, and driving sales growth. The individual will acquire new clients through prospecting and networking, opening core accounts while mitigating risks.

Responsibilities

• 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 to clients while conducting small business relationship reviews
• Deliver a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
• Foster relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
• Leverage 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
• Support execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
• Coach, develop, guide, and deliver feedback to associates and clients while embodying a client and employee-centric culture

Requirements

• Proven success in consultative sales in financial services and/or business-to-business sales
• Demonstrated success improving business financial outcomes by interpreting financial statements and recommending specific levers
• Passionate about outside sales and enjoys spending time prospecting
• Motivated to enhance existing relationships and exceed sales goals
• Ability to analyze financial conditions of clients and industry trends
• Ability to understand and interpret financial statements and cash flow analysis
• Excellent communication skills and demonstrated leadership ability
• Enjoys partnering and negotiating with a team of bank employees to solve client issues
• Demonstrated 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

Qualifications

• High School Diploma/GED or equivalent work experience

Nice to Have

• Community leadership experience
• Strong computer skills with an ability to multitask in a demanding environment
• Bachelor's Degree in business, finance, economics or related field

Skills

* Required skills