Business Banking Sr Relationship Manager
$140,000–$185,000 year
On-siteEl Segundo, California, United States
Job Summary
Manage an extensive portfolio of complex clients with annual revenues of $20-$50 million, serving as the primary point of contact to acquire, deepen, and maintain profitable relationships. Analyze financial and cash flow statements to assess company conditions and industry trends, then collaborate with teammates and Product Specialists to design and deliver tailored financial solutions. Lead dialogues on alternative capital structures and general business issues while coaching peers and adapting to market shifts. This field-based role requires travel to in-person meetings and includes sales administration duties such as pipeline development, pre-call planning, and contract renewals. Candidates must possess deep knowledge of the proprietary Merchant Services platform and Fiserv Clover.
Required Qualifications
- 5+ years of experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector
- Experience managing an extensive portfolio of clients with annual revenues of $20-$50 million
- Proven track record of sales, prospecting new business, and enhancing existing relationships
- Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends
- Bachelor's degree in Business, Finance or Economics preferred or equivalent relevant work experience
Desired Qualifications
- High School Diploma/GED or equivalent work experience
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