Business Banking Relationship Manager
$57,500–$106,500 year
On-siteModesto, California, United States or Tracy, 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 ones. Develop internal and external networks to ensure ongoing growth, while delivering exceptional customer service through expertise and responsive support. Break down strategic problems, analyze data to provide insights, and resolve issues by developing solutions that meet stakeholder needs. Monitor performance, coordinate database management, and adhere to security procedures to maintain operational integrity and prevent fraud. Execute work independently to deliver timely service, making sound risk-informed decisions that align with business strategy and regulatory requirements.
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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