Business Banking Relationship Manager - San Antonio Market
On-siteSan Antonio, Texas, United States
Job Summary
Manage the end-to-end client journey for small businesses with annual revenues up to $20 million, delivering comprehensive financial solutions while identifying and driving results through prospecting, networking, and external referrals. Open core small business accounts adhering to procedural guidelines and conduct relationship reviews to deepen ties with high-value clients. Deliver a branded customer experience by being in the field a minimum of 80% of the time, leveraging credit knowledge to advise owners on services that meet short and long-term goals. Coach associates, deliver feedback, and partner with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities. Achieve targeted performance and growth for the bank's Small Business segment by executing the sales delivery model.
Required Qualifications
- Has proven success in consultative sales in financial services or in business-to-business sales
- Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers
- Is passionate about outside sales and enjoys spending time prospecting
- Wants 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
- High School Diploma/GED or equivalent work experience
Desired Qualifications
- Community leadership
- Strong computer skills with an ability to multitask in a demanding environment
- Undergraduate degree in business, finance or economics preferred or seven years relevant work experience
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