Business Banking Relationship Manager - Cleveland, OH
$90,000–$110,000 year
On-siteCleveland, Ohio, United States
Job Summary
Manage the end-to-end client journey for small businesses with revenues up to $20 million, delivering financial solutions while mitigating risk and driving profitability. Identify and refer specialized opportunities, conduct relationship reviews, and open core accounts by adhering to procedural guidelines. Leverage credit knowledge to advise owners on services and digital capabilities, coaching associates and embodying a client-centric culture. Spend a minimum of 80% of time in the field to foster relationships with key partners and achieve targeted performance growth. This role requires proven success in consultative sales, financial analysis, and outside prospecting.
Required Qualifications
- Has proven success in consultative sales in financial services and/or business-to-business sales
- Demonstrated success improving business financial outcomes by interpreting financial statements and recommending specific levers
- Is passionate about outside sales and enjoys spending time prospecting
- Is motivated 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
- Minimum Education Requirement: High School Diploma/GED or equivalent work experience
- Shift: 1st shift (United States of America)
- Hours Per Week: 40
Desired Qualifications
- Community leadership experience
- Bachelor's Degree in business, finance, economics or related field or seven years of relevant work experience
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