The Small Business Relationship Banker II serves as the primary Small Business Banking partner for assigned branches and business relationships, typically supporting two to three branch locations. The role provides comprehensive financial solutions to small businesses with annual revenues between $500,000 and $2.5 million and acts as a dedicated resource to branch teams handling complex small-business client needs and opportunities. The banker develops and deepens client relationships through proactive outreach, structured discovery, consultative selling, and follow-through. They interpret financial information, cash-flow dynamics, client goals, operating cycles, and risk indicators to provide practical guidance and recommend solutions. Products and services may include business deposits, lending and credit, treasury management, payment solutions, business credit cards, digital tools, and cash-flow tools. The role includes outside prospecting and sales activities to grow revenue and meet assigned financial targets and growth goals. The banker collaborates with branch teams, centers of influence, clients, and other business-line partners, and coordinates relationships through handoffs, decisions, follow-up, activation, usage, and demonstrated client value. Regular engagement with assigned branches includes sharing referral outcomes, successful sales and service practices, and insights about new small-business relationships. The position balances acquisition, relationship deepening, and service while maintaining CRM discipline and responsible banking practices.
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Job Type
Full-time
Career Level
Mid Level