Providing comprehensive financial solutions to small businesses with annual revenues up to $20 million
Actively managing and deepening relationships with high value and opportunity clients
Supporting growth of the profitability of the small business customer base
Identifying, developing, and driving results, acquiring new client opportunities through prospecting, networking and developing external referral sources
Opening core small business accounts while adhering to procedural guidelines
Managing end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
Identifying and referring specialized small business opportunities and solutions to clients
Delivering a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
Fostering relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking
Leveraging knowledge of credit to advise small business owners on solutions, services, and digital capabilities
Supporting execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
Coaching, developing, guiding, and delivering feedback to associates and clients
Requirements
Proven success in consultative sales in financial services or in business-to-business sales
Ability to demonstrate improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
Passionate about outside sales and enjoys spending time prospecting
Desire to enhance existing relationships and exceed sales goals
Ability to analyze financial conditions of clients and industry trends
Proficiency in understanding and interpreting financial statements and cash flow analysis
Excellent communication skills and demonstrated leadership ability
Ability to partner and negotiate with a team of bank employees to solve client issues
Demonstrated management of a client portfolio focused on relationship development and deepening
Thorough knowledge of small business financial products and services
Familiarity with CRM platforms and other banking systems
Benefits
Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development
Competitive benefits to support physical, emotional, and financial well-being
Job title
Business Banking Relationship Manager – Small Business
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