Hybrid Business Banking Relationship Manager – Small Business

Posted 3 weeks ago

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About the role

  • 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

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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