Small Business Relationship Manager
Core
Deliver tailored client solutions and manage relationships for high-value commercial clients (revenues up to $20MM) across a dedicated geographic area.
Role type
Commercial Bank Relationship Manager
Builds
Commercial banking products and services for small business clients
Domain
Commercial Banking / Small Business Finance
Deliverable
client delivery
Required skills
credit acumen, transaction management, client relationship strategy, financial services consultation, complex transaction handling, negotiation, business acumen
Preferred skills
commercial banking experience, relationship management experience, credit/analyst experience
Technologies
Microsoft Office (Excel, Word, PowerPoint, Outlook)
Responsibilities
Identify and develop relationship strategies for retention and acquisition; deliver knowledgeable advice and solutions; isolate client needs and introduce solutions; manage transaction processes from engagement to close; execute client/prospect calls; exercise credit acumen and pricing discipline
Seniority
Mid-level, hands-on IC
