Business Banking Relationship Manager
$69,000–$127,800 year
On-siteSan Francisco, 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 execute strategies that attract new clients and expand existing wallets. Develop internal and external networks, answer inquiries about banking products, and provide financial solutions that meet customer goals. Monitor performance, analyze data to provide insights, and coordinate database management in adherence to governance standards. Execute work independently to deliver timely service while applying due diligence to prevent fraud, money laundering, and other risks.
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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