Overview
Role Overview
The Senior Business Banking Relationship Manager is responsible for developing, managing, and expanding a portfolio of small to midsized business clients. They provide comprehensive banking services, build new client relationships, and manage complex accounts.
Key Duties
- Conducts retention and business development calls on existing and prospective clients.
- Identifies new business opportunities and maintains a business pipeline.
- Interview applicants, complete documentation, and recommend suitable loan products.
- Determines optimal loan structures, submits packages for underwriting, and verifies accuracy.
- Coordinates loan closings and promotes additional banking products.
- Develops sales strategies, builds targeted client portfolios, and collaborates across departments.
- Structures and closes deals with high success rates.
- Acts as a financial advisor, educating clients on financial strategies and matching products to their needs.
- Monitors client information, market trends, and financial plans to identify new opportunities.
- Performs other duties as assigned.
Qualifications & Skills
- Bachelor’s degree and 5-8 years of experience or equivalent.
- Knowledge of cash flow, business credit underwriting, with commercial credit training preferred.
- Strong interpersonal skills to manage customer relationships effectively.
- Excellent presentation, verbal, and written communication skills.
- Business acumen with understanding of diverse industries, markets, and financial concepts.
- Proficiency in Microsoft Office suite.