Senior Business Banking Relationship Manager

Summary

The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business relationships for a portfolio of small to midsized businesses. Provides a full range of banking services to small businesses and manages the more complex accounts.

Key Responsibilities Include

• Makes retention and business development calls on existing and potential new customers.

• Develops new customer prospects and business for the Bank.

• Maintains prospect lists and business pipeline.

• As needed, interview applicants, completes required documentation and recommends loan
  products to customers.

• Determines best loan structure for customer and submits package for underwriting and
  approval.

• Verifies loan documents are complete and accurate according to approval.

• Coordinates and attends loan closings.

• Recognizes opportunities to offer customer(s) additional bank products and services to meet
  their needs.

• Develops new small business relationships through calling on targeted potential clients

• Develops sales plans and strategies

• Works closely with other departments and fulfills cross-sell opportunities

• Finalizes and helps structure and close deals with high close rate

• Builds and maintains a portfolio mix of targeted high value and high potential small business
  clients; determines Strategy and focus for the small business department and region.

• Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial
  planning, investments, insurance, credit, market trends) based on customer profile and financial
  plan, and matching customer needs with appropriate products and services.

• Monitors customer information/products, financial plan and market trends to identify new
  customer needs and opportunities to deliver further customer value.

• Performs all other duties as assigned

Qualifications Include

• Bachelor (4-year college) degree and 5-8 years of experience or equivalent combination of
  education and experience

• Knowledge of cash flow and business credit underwriting with commercial credit training preferred.

• Ability to work effectively with individuals and groups across the company to manage customer relationships.

• Excellent presentation, verbal and written communication skills.

• Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts.

• Microsoft Office suite

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