Business Banking Relationship Manager II (Long Beach)
Core
Manage business development and relationships for companies with annual gross sales between $2MM and $10MM, providing tailored financial solutions including loans, deposits, and treasury management.
Role type
Business Banking Relationship Manager
Builds
Long-term profitable client relationships and revenue growth for small-to-mid-sized businesses
Domain
Commercial Banking / Corporate Finance
Required skills
Business acumen, financial statement analysis, credit risk assessment, client relationship management, cross-selling strategies, CRM utilization, regulatory compliance
Preferred skills
Underwriting experience, alternative lending knowledge, Microsoft Office proficiency, team-based sales environment experience
Technologies
CRM systems, Microsoft Office, Credit support tools
Responsibilities
Prospect for new clients using referral sources and industry forums; develop tailored relationship strategies with product partners; retain and grow existing client portfolios; coordinate credit requests with Portfolio Managers and Credit Officers; monitor customer financial performance and industry trends; conduct pre-call planning and post-call follow-up
Seniority
Mid-level, hands-on IC
