Relationship Manager Jobs

About The Position

Requirements

• Proven success in consultative sales in financial services and/or business-to-business sales.
• Demonstrated success improving business financial outcomes by interpreting financial statements and recommending specific levers.
• Passion for outside sales and enjoyment of prospecting.
• Motivation to enhance existing relationships and exceed sales goals.
• Ability to analyze clients’ financial conditions and industry trends.
• Ability to understand and interpret financial statements and cash flow analysis.
• Excellent communication skills and demonstrated leadership ability.
• Ability to partner and negotiate with bank employees to solve client issues.
• Demonstrated management of a client portfolio focused on relationship development and deepening.
• Thorough knowledge of small business financial products and services.
• Familiarity with CRM platforms and other banking systems.
• High school diploma, GED, secondary school, or equivalent.
• Ability to spend at least 80% of the time in the field.
• Ability to work a 40-hour first-shift schedule.

Nice To Haves

• Community leadership experience.
• Strong computer skills and ability to multitask in a demanding environment.
• Bachelor’s degree in business, finance, economics, or a related field, or seven years of relevant work experience.

Responsibilities

• Manage the end-to-end client journey to meet client needs, drive sales opportunities, and mitigate risk.
• Identify and refer specialized small business opportunities and solutions, and conduct small business relationship reviews.
• Deliver a branded customer experience within aligned sales portfolios, spending at least 80% of the time in the field.
• Build relationships with Merchant, Practice Solutions, Treasury, and Business Banking partners to increase small business opportunities.
• Use credit knowledge to advise small business owners on solutions, services, and digital capabilities that support their short- and long-term business goals.
• Support execution of the sales delivery model to achieve targeted performance and growth for the bank’s Small Business segment.
• Coach, develop, guide, and provide feedback to associates and clients while promoting a client- and employee-centric culture.
• Acquire new client opportunities through prospecting, networking, and developing external referral sources.
• Open core business accounts while adhering to procedural guidelines.
• Manage and deepen a client portfolio and support the profitability and growth of the business banking customer base.

Benefits

• Industry-leading benefits; specific benefit types are not listed.
• Access to paid time off.
• Resources and support for employees.
• Eligibility to participate in a formulaic incentive plan, with potential monthly, quarterly, and/or annual incentives based on performance against defined metrics.