Senior Business Banking Relationship Manager

Role Overview

The Senior Business Banking Relationship Manager is a high-level banking professional responsible for cultivating, managing, and expanding relationships with small to midsized businesses.

They deliver comprehensive banking services, handle complex accounts, and serve as a trusted financial advisor.

Key Responsibilities

• Conducts retention and business development calls on existing and potential clients.
• Develops new prospects and maintains a pipeline of business opportunities.
• Interviews applicants, completes documentation, and recommends loan products.
• Determines optimal loan structures, submits packages for approval, and verifies documentation.
• Coordinates loan closings and identifies opportunities to cross-sell additional banking products.
• Builds and maintains a portfolio of high-value small business clients, focusing on targeted strategies.
• Provides financial guidance, educating clients on financial planning, investments, and credit options.
• Monitors market trends and customer information to identify new needs and opportunities.
• Collaborates with internal teams to fulfill cross-sell opportunities and close deals effectively.
  
  

Qualifications & Skills

• Bachelor’s degree with 5-8 years of relevant experience or equivalent.
• Knowledge of cash flow and business credit underwriting; commercial credit training preferred.
• Strong interpersonal skills to manage customer relationships effectively.
• Excellent verbal, written, and presentation skills.
• Business acumen with understanding of various industries and financial concepts.
• Proficiency in Microsoft Office Suite.