Business Banking Relationship Manager
$51,800–$95,900 year
On-siteMilwaukee, Wisconsin, 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. Execute targeted sales strategies to attract new clients, expand existing relationships, and grow wallet share while cross-selling additional products and services. Develop and maintain a business plan to achieve customer retention objectives, resolve inquiries, and provide financial solutions that meet customer goals. Monitor performance, analyze data to provide insights, and coordinate database management in adherence to data governance standards. Apply due diligence and follow security procedures to prevent fraud, money laundering, and other risks while maintaining 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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