What are the responsibilities and job description for the Business Banking Relationship Manager position at val's services?
Summary
The Business Banking Relationship Manager is responsible for providing comprehensive banking services to mid-sized businesses, focusing on client experience and risk management. Key duties include making retention and prospecting calls, developing new business, managing a pipeline, and recommending loan products. They structure and coordinate loan approvals, ensure accurate documentation, and attend closings. The role involves identifying cross-sell opportunities, building and maintaining a portfolio of high-value clients, and acting as a financial advisor by educating clients on financial strategies and products. Qualifications include a bachelor’s degree, 5-8 years of experience, knowledge of cash flow and business credit underwriting, and strong communication skills. The role requires business acumen, ability to collaborate across departments, and proficiency in Microsoft Office. The position aims to foster growth through relationship development, financial consulting, and strategic planning, ensuring clients' financial goals are met while managing risk effectively.
The Business Banking Relationship Manager is responsible for providing comprehensive banking services to mid-sized businesses, focusing on client experience and risk management. Key duties include making retention and prospecting calls, developing new business, managing a pipeline, and recommending loan products. They structure and coordinate loan approvals, ensure accurate documentation, and attend closings. The role involves identifying cross-sell opportunities, building and maintaining a portfolio of high-value clients, and acting as a financial advisor by educating clients on financial strategies and products. Qualifications include a bachelor’s degree, 5-8 years of experience, knowledge of cash flow and business credit underwriting, and strong communication skills. The role requires business acumen, ability to collaborate across departments, and proficiency in Microsoft Office. The position aims to foster growth through relationship development, financial consulting, and strategic planning, ensuring clients' financial goals are met while managing risk effectively.