Business Banking Relationship Manager 2
About The Position
Business Banking Relationship Managers help business clients achieve their financial goals by building trust, assessing and addressing banking needs, obtaining and processing client and account information, educating clients about deposit and loan products and services, and recommending financial solutions suited to clients’ goals. They serve as primary advisors to business clients and build, develop, and manage new and existing relationships. The role delivers financial expertise and client-centric solutions to support strong, long-term relationships, using an expansive range of products and solutions to serve clients’ current and future needs.
Requirements
- Bachelor’s degree or equivalent work experience.
- Four to five years of relevant experience.
Nice To Haves
- Strong relationship management and business development abilities.
- Well-developed analytical and problem-solving skills.
- Basic knowledge of credit administration, analysis, and credit policy and procedures.
- Knowledge of cash flow management and business credit underwriting; commercial credit training preferred.
- Demonstrated understanding of basic financial accounting and analysis.
- Some knowledge of bank products and services and the ability to identify appropriate opportunities to sell them.
- Ability to work effectively with individuals and groups across the company to manage customer relationships.
- Excellent presentation, verbal, and written communication skills.
- Business acumen and knowledge of diverse businesses, industries, markets, and financial and economic concepts.
Responsibilities
- Build, develop, and manage new and existing relationships with business clients.
- Serve as the primary advisor for business clients and help them achieve their financial goals.
- Assess and address clients’ banking needs.
- Obtain and process client and account information.
- Educate clients on available deposit and loan products and services.
- Recommend financial solutions based on each client’s goals and needs.
- Deliver financial expertise and client-centric solutions that build long-term relationships.
Benefits
- Healthcare, including medical, dental, and vision coverage.
- Basic term and optional term life insurance.
- Short-term and long-term disability coverage.
- Pregnancy disability and parental leave.
- 401(k) and employer-funded retirement plan.
- Paid vacation, from two to five weeks depending on salary grade and tenure.
- Up to 11 paid holiday opportunities.
- Adoption assistance.
- Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
- Incentive and recognition programs.
- Equity stock purchase 401(k) contribution and pension, subject to eligibility requirements.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
