Business Banking Relationship Manager III (San Jose)
Core
Business development and relationship management for companies with annual gross sales of $0-10M, providing financial solutions including loans, deposits, and treasury management.
Role type
Senior IC business banking relationship manager
Builds
Revenue growth through tailored banking solutions and cross-selling products to business clients
Domain
Banking / Commercial Finance
Required skills
Business acumen, financial statement analysis, credit risk assessment, client relationship management, sales strategy, regulatory compliance, product knowledge (loans, deposits, treasury), CRM utilization, coaching/mentoring
Preferred skills
Underwriting experience, alternative lending knowledge, advanced accounting principles, prospecting techniques
Technologies
Microsoft Office, CRM systems
Responsibilities
Develop qualified client prospects and build referral networks; Analyze client needs and develop tailored relationship strategies; Cross-sell banking products to existing business customers; Monitor customer financial performance and manage credit exposure; Coach and mentor junior relationship managers; Conduct pre-call planning and post-call follow-up activities
Seniority
Senior, hands-on IC with supervisory responsibilities
