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
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