Demo

Relationship Manager - Small Business

Robert Half
Needham, MA Full Time
POSTED ON 7/25/2026
AVAILABLE BEFORE 9/24/2028

We are looking for an experienced Relationship Manager specializing in Small Business to join our clients growing team here in the Greater Boston area. This position focuses on originating and managing Commercial & Industrial (C& I) loans while fostering strong relationships with middle-market clients. The ideal candidate will excel in business development, portfolio management, and credit analysis, ensuring compliance with regulatory guidelines. You must have a book of business that you can bring over as well as dealing with deal sizes of $2.5MM - $10MM.


Responsibilities:

• Build and nurture relationships with middle-market clients, handling loan requests from origination to funding.

• Perform detailed credit and financial analyses to evaluate borrower strength and structured debt proposals.

• Originate and close loans for clients and prospects, focusing on lending needs ranging from $2.5MM to $10MM.

• Prepare comprehensive credit approval reports and loan reviews for internal decision-making processes.

• Represent the bank in industry and community events to strengthen client partnerships and promote the organization.

Education & Experience

• Bachelor’s degree in Finance, Business, or a related field.

• At least 5 years of experience in portfolio management or middle-market lending within Small Business

• Proven track record in originating and managing loans ranging from $2.5MM to $10MM.

• SBA Loan experience preferred





Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.



Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.



All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.



© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use.

Salary : $120,000 - $140,000

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