What are the responsibilities and job description for the Business Banking Relationship Manager II position at Tharp Consulting?
Role And Responsibilities
The Senior Business Banking Relationship Manager is responsible for developing, managing, and expanding a portfolio of small to midsized business clients.
They conduct retention and business development calls, identify new prospects, and maintain a sales pipeline.
The role involves interviewing applicants, recommending loan products, structuring and submitting loan packages for approval, and coordinating loan closings.
They identify opportunities to cross-sell banking products and services, build strong client relationships, and act as a financial advisor by educating clients on financial strategies.
Additionally, they monitor market trends and customer information to identify new needs and opportunities, develop sales plans, and collaborate with other departments to close high-quality deals.
Their goal is to build and maintain a high-value small business client portfolio, focusing on strategic growth and customer satisfaction.
Qualifications And Skills
Candidates should have a bachelor’s degree and 3-5 years of relevant experience or equivalent education and experience.
Knowledge of cash flow, business credit underwriting, and commercial credit training is preferred.
Excellent communication, presentation, and business acumen across various industries are essential.
Ability to work effectively with teams, manage customer relationships, and utilize Microsoft Office tools is required.
The Senior Business Banking Relationship Manager is responsible for developing, managing, and expanding a portfolio of small to midsized business clients.
They conduct retention and business development calls, identify new prospects, and maintain a sales pipeline.
The role involves interviewing applicants, recommending loan products, structuring and submitting loan packages for approval, and coordinating loan closings.
They identify opportunities to cross-sell banking products and services, build strong client relationships, and act as a financial advisor by educating clients on financial strategies.
Additionally, they monitor market trends and customer information to identify new needs and opportunities, develop sales plans, and collaborate with other departments to close high-quality deals.
Their goal is to build and maintain a high-value small business client portfolio, focusing on strategic growth and customer satisfaction.
Qualifications And Skills
Candidates should have a bachelor’s degree and 3-5 years of relevant experience or equivalent education and experience.
Knowledge of cash flow, business credit underwriting, and commercial credit training is preferred.
Excellent communication, presentation, and business acumen across various industries are essential.
Ability to work effectively with teams, manage customer relationships, and utilize Microsoft Office tools is required.