Business Banking Relationship Manager

About This Role

This role is responsible for driving revenue growth by generating, managing, and expanding profitable business loans, deposits, and fee-based relationships for business clients. The Business Banking Relationship Manager proactively connects with clients to develop solutions for their financial services needs.

Responsibilities

• Market JFG as the primary provider of financial products and services
• Actively prospect to identify and analyze client needs and recommend structured solutions
• Serve as a cross-sale point of contact for OneJFG partners (treasury management, wealth management, equipment finance, insurance)
• Develop and maintain quality client and Center of Influence (COI) relationships
• Hold regular meetings with business owners and senior executives to build rapport and determine banking/lending solutions
• Perform timely analysis of client financial statements to determine credit capacity, leverage, and cash flows
• Negotiate and review loan documentation
• Complete timely banking and credit renewals, annual client reviews, and collect/review financial statement requirements
• Develop and maintain a high-quality deposit and loan portfolio and deepen relationships across other lines of business
• Execute comprehensive sales process, including prospecting, planning, and gaining new business

Requirements

• 5-8 years business banking experience (highly desired)
• Proven credit skills
• Successful sales track record
• Strong ability to prospect clients through relationship building

Qualifications

• Bachelor's degree preferred
• 5-8 years business banking experience desired