Business Banking Relationship Manager - Mt. Pleasant, SC
On-siteMount Pleasant, South Carolina, United States
Job Summary
This role focuses on delivering comprehensive financial solutions to small businesses (annual revenue up to $20 million) and deepening high-value client relationships. The candidate will manage end-to-end client journeys, identify opportunities within small business client bases, open core small business accounts, and collaborate with partners to increase opportunities. The position emphasizes outside/field sales, prospecting, relationship development, knowledge of credit and cash flow analysis, and leveraging banking products and services to meet client goals. Strong communication, leadership, and cross-functional collaboration are required to drive sales growth within the Small Business segment.
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
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