Business Relationship Manager Senior Deepening - Vice President
$20,800–$20,800 year
On-siteSan Antonio, Texas, United States
Job Summary
Manage a portfolio of 80-100 large business clients with annual revenue exceeding $5 million, focusing on deposit acquisition, product deepening, and client retention. Provide comprehensive business banking solutions, including cash management and credit opportunities up to $15 million, while delivering a high-touch experience through regular in-person and virtual client calls. Partner with Wealth Management and Private Bank to address personal financial goals and collaborate with product specialists to onboard clients and establish digital capabilities. Adhere to sound risk management protocols and regulatory requirements to protect the firm.
Required Qualifications
- Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
- Strong knowledge of deposit and cash management products and services
- Knowledge of business credit underwriting with commercial credit training
- Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs
- Monitors and researches market/industry trends and business outcomes to anticipate client needs
- Presents proactive solutions and innovative alternatives when appropriate
- Demonstrated ability to anticipate clients' issues
- Owns problems on clients' behalf
- Follows through with commitments
- Strong relationship-building skills
- Excellent communication skills with individuals at all levels, internally and externally
- Ability to influence others to achieve desired outcomes
- Leverages technology to interact with clients effectively and efficiently
- Excellent organizational skills
- Ability to manage, prioritize, work under pressure and meet tight deadlines
- Self-directed, proactive, and creative
- Uses sound judgment
- Navigates ambiguity to get things done
- Balances needs of clients with associated risks and interests of the firm
Desired Qualifications
- Bachelor's degree in Finance or related field, or equivalent work experience
- Minimum of 3 years' managing clients >$10+MM revenue
- Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
- In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
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