Role: Business Banking Relationship Manager responsible for developing and managing a portfolio of high-value clients (revenue $5MM–$30MM).
Responsibilities:
- Manage and grow client portfolios through relationship deepening and new client acquisition.
- Serve as a trusted financial advisor by understanding clients’ financial goals and needs.
- Recommend and deliver tailored banking solutions, including credit and deposit products, in collaboration with internal teams.
- Lead client discussions on credit structuring and solutions.
- Collaborate with cross-functional partners to provide integrated client service.
- Support loan structuring, pricing, underwriting, and portfolio management.
- Drive growth via deposits, loans, and fee income, achieving sales and retention targets.
- Engage with the community to generate referrals and strengthen relationships.
- Monitor market trends and client financial status to manage risks and opportunities.
- Ensure compliance with regulatory and internal policies, completing necessary training.
- Mentor peers and promote team collaboration aligned with company values.
Qualifications:
- Bachelor’s degree or equivalent with 3-10 years of relevant experience.
Skills: Proficiency in Microsoft Office suite and strong client relationship management capabilities.