Onsite Business Banking Relationship Manager

Posted 2 days ago

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About the role

  • Business Banking Relationship Manager providing financial solutions to small businesses with annual revenues up to $20 million. Actively managing relationships and acquiring new client opportunities through prospecting and networking.

Responsibilities

  • Manages the end-to-end client journey to deliver on client needs and drive sales opportunities
  • Identifies and refers specialized small business opportunities and solutions
  • Delivers a branded customer experience by being in the field at least 80% of the time
  • Fosters relationships with key partners to increase small business opportunities
  • Leverages knowledge of credit to advise small business owners on solutions
  • Supports execution of the sales delivery model to achieve targeted performance and growth
  • Coaches, guides, and delivers feedback to associates and clients

Requirements

  • Proven success in consultative sales in financial services or business-to-business sales
  • Ability to demonstrate improving specific businesses' financial outcomes by interpreting financial statements.
  • Passionate about outside sales and enjoys prospecting
  • Can analyze clients' financial conditions and industry trends
  • Understand and interpret financial statements and cash flow analysis
  • Excellent communication skills and leadership ability
  • Experience managing a client portfolio focused on relationship development
  • Knowledge of small business financial products and services
  • Familiarity with CRM platforms and banking systems
  • Undergraduate degree in business, finance, or economics preferred or seven years relevant work experience

Benefits

  • Health insurance
  • Paid time off
  • Professional development opportunities
  • Formulaic incentive plan

Job title

Business Banking Relationship Manager

Job type

Experience level

Junior

Salary

$75,000 - $110,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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