Business Banking Relationship Manager providing financial solutions to small businesses with annual revenues up to $20 million and deepening relationships with high value clients while managing sales opportunities.
Responsibilities
This job is responsible for providing 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 growth of the profitability 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.
Requirements
Has 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
Is passionate about outside sales and enjoys spending time prospecting
Is motivated to enhance existing relationships and exceed sales goals
Can analyze financial conditions of clients and industry trends
Can 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
Thorough knowledge of small business financial products and services
Familiarity with CRM platforms and other banking systems.
Benefits
We provide industry-leading benefits
Access to paid time off
Resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
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