Business Banking Relationship Manager
Pubblicato il 01-08-2026 - Altro in Italia
Experteer Overview In this role you will help local businesses thrive by providing banking solutions and guidance that align with their financial goals. You'll grow a portfolio of small to mid‐size business clients, focusing on an excellent client experience and prudent risk management. You will collaborate across departments to cross‐sell products and educate clients on financial strategy, aiming to strengthen community ties and CRA objectives. This position offers meaningful impact through advisory support and growth of market share.
Retribuzione / Benefits Grow loan and deposit portfolios through proactive outreach and centers of influence
Develop new small business relationships and expand existing ones
Maintain a balanced portfolio of high-value clients and set regional strategy
Identify and present appropriate bank products and optimal loan structures
Prepare annual reviews and recommendations for clients
Collaborate with other departments to fulfill cross‐sell opportunities
Act as a financial advisor,
educating clients on financial strategies and aligning needs with products
Monitor client information and market trends to identify new opportunities
Engage in local civic and nonprofit activities to support community and CRA goals
Responsabilità Bachelor's degree in Business, Finance or related field or equivalent work experience
3-5 years in banking relationship management or related lending experience
Knowledge of cash flow and business credit underwriting; commercial credit training preferred
Ability to work with diverse groups to manage relationships
Excellent presentation, verbal, and written communication skills
Strong business acumen across industries, markets, and economic concepts
Requisiti fondamentali Medical with wellness incentives
HSA with company match
Maternity and parental leave
Tuition reimbursement
Mentor program
401(k) with 6% match
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