Business Banking Relationship Manager
$63,300–$117,200 year
On-siteOakland, California, United States or San Leandro, California, United States
Job Summary
Cultivate and manage relationships with a portfolio of small business clients to build a pipeline of new business and increase market share. Apply consultative sales practices to identify opportunities, generate appointments, and expand existing relationships through targeted efforts. Develop internal and external networks to ensure ongoing growth while delivering exceptional customer service and financial solutions that meet client goals. Execute a business plan to achieve retention objectives, monitor performance, and address issues by breaking down strategic problems and analyzing data. Coordinate database management, lead change management activities, and adhere to security, safeguarding, and regulatory policies to maintain operational integrity.
Required Qualifications
- Typically between 4 - 6 years of relevant experience
- post-secondary degree in related field of study or an equivalent combination of education and experience
- Strong financial analysis skills
- demonstrated ability to interpret financial statements
- assess creditworthiness
- provide actionable insights to drive business growth and mitigate risk
- Strong knowledge of business banking products
- lending processes
- loan documentation
- supporting policies, procedures, and technologies
- Strong experience with customer sales and service
- Technical proficiency gained through education and/or business experience
- Verbal & written communication skills - In-depth
- Collaboration & team skills - In-depth
- Analytical and problem solving skills - In-depth
- Influence skills - In-depth
- Data driven decision making - In-depth
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