Business Relationship Manager I
On-site · Rockville Centre, New York, United States
Job Summary
Business Relationship Manager I (BRM) in Business Banking focused on building and maintaining relationships with a portfolio of 70–90 business clients with $1–$5M in annual revenue. Deliver tailored banking solutions (deposits, cash management, and credit opportunities up to ~$500,000) while ensuring client experience and risk management. Regular in-person client visits, collaboration across lines of business to connect clients with specialists, and adherence to regulatory requirements to protect the firm. Strong emphasis on identifying new business opportunities, managing client financial goals, and balancing client needs with risk. Requires 1+ year in a related Business Banking role, solid communication skills, and MS Office proficiency.
Required Qualifications
- Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
- General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
- Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
- Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
- Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
- Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
- Bachelor’s degree in Finance or related field or equivalent work experience
- Strong current business network
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