Business Banking Relationship Manager - Austin Market
On-siteAustin, Texas, United States
Job Summary
Manage the end-to-end client journey to deliver financial solutions and drive sales for small businesses with revenues up to $20 million. Identify, develop, and acquire new client opportunities through prospecting, networking, and external referrals while opening core accounts and mitigating risk. Provide credit advisory and interpret financial statements to help clients meet short and long-term goals, leveraging knowledge of small business products and services. Foster relationships with key partners including Merchant, Practice Solutions, and Treasury to increase opportunities and coach associates on client-centric culture. Operate in the field a minimum of 80% of the time to deliver a branded customer experience within aligned sales portfolios, adhering to procedural guidelines and relevant laws.
Required Qualifications
- Has proven success in consultative sales in financial services or in business-to-business sales
- Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
- Is passionate about outside sales and enjoys spending time prospecting
- Wants to enhance existing relationships and exceed sales goals
- Can analyze financial conditions of clients and industry trends
- Can understand and interpret financial statements and cash flow analysis
- Has excellent communication skills and demonstrated leadership ability
- Enjoys partnering and negotiating with a team of bank employees to solve client issues
- Demonstrated management of a client portfolio with focus on relationship development and deepening
- Thorough knowledge of small business financial products and services
- Familiarity with CRM platforms and other banking systems
- High School Diploma/GED or equivalent work experience
Desired Qualifications
- Community leadership
- Strong computer skills with an ability to multitask in a demanding environment
- Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.