Business Banking Relationship Manager II

Investar Bank National As • Metairie, LA

118d

About The Position

Works directly with the Retail Branch Network to develop, facilitate and manage the lending needs of small business clients. Researches client businesses and provides prospective customers/clients with Business Banking services offered. Ensures Bank standards are met with regards to loan quality.

Requirements

• Bachelor's degree in Finance, Accounting or related field or equivalent experience preferred.
• 5+ years Business Banking or lending related experience, preferably in a financial institution, required.
• nCino Loan Origination System experience preferred.
• High School Diploma or equivalent (GED) required.

Responsibilities

• Directly or indirectly manages a portfolio of Business Banking loans.
• Collaborates with Branch Managers on related training in order to develop and grow Business Banking.
• Proactively identifies and engages with potential Business Banking customers through networking, community involvement, and referrals.
• Builds and maintains strong relationships with existing Business Banking clients, fostering trust and long-term partnerships.
• Collaborates with sales and leadership to secure, retain, and grow Business Banking clients.
• Collaborates with management on sales goals, planning, and forecasting as needed.
• Provides exceptional customer service, acting as a trusted advisor to clients and helping them navigate their financial decisions.
• Makes cold/warm calls and multiple outbound calls to potential clients as necessary.
• Understands client needs and offers solutions and support through a consultative process.
• Closes sales and works with client through the closing process as applicable.
• Ensures that their work is following all applicable laws, regulations, policies and guidelines.
• Performs all other duties as assigned.

What This Job Offers

• Education Level: Bachelor's degree