At Regions, the Small Business Relationship Manager focuses on delivery of credit, products, and service solutions within a dedicated geographic area and primarily targets general-industry clients with revenues up to $20MM.
Identifies, acquires, and grows new relationships with small business clients
Delivers knowledgeable advice and solutions to grow small business relationships and optimize revenue opportunities
Assesses the client's financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services to help the client succeed financially
Provides small business relationship management with existing customers to fully understand their business, objectives, strategies, and challenges
Collaborates with branches and product partners
Plans and executes quality client/prospecting calls
May leverage knowledge and experience to provide guidance on best practices to team members with less experience
Bachelor's degree and six (6) years closely related client-facing financial services experience, including a minimum of four (4) years growing and managing a dedicated book of small business clients across an assigned territory
High school diploma or GED and ten (10) years of closely related client-facing financial services experience, to include at least four (4) years growing and managing a dedicated book of small business clients across an assigned territory