Business Banking Client Manager
About The Position
The Business Banking Client Manager builds and maintains relationships with community banking clients and provides exceptional service to a diverse client base. The role helps clients identify banking products and services suited to their businesses’ success and growth, while managing banking relationships holistically and developing intentional connections to deliver results. The Client Manager manages a large client loan portfolio, expands loan relationships, and pursues new client acquisition, primarily by leveraging relationships within the portfolio. The position helps clients evaluate options and cross-sells the Bank’s loan, depository, and Treasury Management products. It also supports transaction review and structuring, presents deals to credit officers, negotiates credit terms, and monitors operating performance through monthly or quarterly financial statements and loan reports. This is an office-setting position with traditional hours. Travel is estimated at 25% of the time, and driving may be required. The associate must be able to work overtime as necessary and at a rapid pace for extended periods, typically no longer than eight hours. The role may involve grasping, pushing, pulling, lifting, bending, and raising or holding the hands and arms overhead.
Requirements
- Bachelor’s degree in a related field or an equivalent combination of education and experience.
- At least 3 years of relevant experience specifically in business, community, and/or commercial banking.
- At least 3 years of banking experience.
- Valid driver’s license if driving is required; learner’s, restricted, and to-and-from-work licenses are not accepted, and driving history must meet Bank standards.
- Strong communication, writing, and sales skills.
- Ability to identify key relationships that support strategic goals and provide strong credit knowledge.
- Ability to communicate information and ideas clearly and enthusiastically in a way that engages and persuades clients.
- Organizational skills and the ability to use time efficiently.
- Ability to make sound, timely decisions, deliver on commitments, and take responsibility for results.
- Ability to handle multiple tasks simultaneously and think logically to analyze situations and make sound decisions.
- Strong work ethic and ability to complete work accurately.
- Ability to work overtime as necessary and at a rapid pace for extended periods.
- Ability to travel, estimated at 25% of the time.
- Applicants must be legally authorized to work in the United States; employment eligibility will be verified at hire.
- Selected candidates must complete pre-employment criminal history, global, drug, and employment credit screenings, and a driving record check if applicable.
Nice To Haves
- At least 5 years of relevant experience specifically in business, community, and/or commercial banking.
- Moody’s Risk Analyst experience.
- Completion of a formal credit training program.
- Passion and motivation as a self-starter.
- Proficiency in Microsoft PowerPoint, Word, and Excel.
- Passion for educating clients about the Bank’s banking products and digital technologies.
Responsibilities
- Build and maintain relationships with business banking clients.
- Provide exceptional service and help clients identify products and services that support their businesses’ success and growth.
- Manage client banking relationships holistically and develop intentional connections.
- Manage a large client loan portfolio and expand loan relationships.
- Focus on new client acquisition, primarily by leveraging relationships within the client portfolio.
- Help clients consider banking options and cross-sell the Bank’s loan, depository, and Treasury Management products.
- Assist with reviewing and structuring transactions.
- Present deals to credit officers and negotiate credit terms.
- Monitor operating performance through monthly or quarterly financial statements and loan reports.
- Communicate clearly and responsively, and work within established guidelines, structures, and policies.
- Travel approximately 25% of the time and drive when required.
Benefits
- Insurance benefits.
- 401(k).
- Associate stock purchase program.
- Paid time off.
- Associate banking perks.
- Quarterly scorecard-based incentive plan; incentives are earned based on performance against defined metrics and may significantly increase overall compensation.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
