Business Relationship Manager I - Officer
On-site · Manhattan Beach, California, United States
Job Summary
Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1-$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to ~$500,000. Deliver customized business banking solutions and risk-aware financial advice; conduct in-person calls at client sites; develop relationships through a disciplined relationship development process; identify new business opportunities and collaborate with partners across lines of business to connect clients with specialists; adhere to risk management protocols and regulatory requirements.
Required Qualifications
- Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
- Bachelor’s degree in Finance or related field or equivalent work experience
- 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
- Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
- 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
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