SMALL BUSINESS RELATIONSHIP MGR
On-siteAtlanta, Georgia, United States
Job Summary
Develop qualified client prospects in the $5M–$20M gross sales segment by identifying referral sources and utilizing centers of influence. Collaborate with product partners to analyze, evaluate, and develop tailored relationship strategies for each client, conducting thorough pre-call planning and post-call follow-up. Actively participate in industry forums and conferences to broaden networks and deepen knowledge of trends and the competitive landscape. Effectively retain and grow long-term profitable relationships by cross-selling applicable 5/3 products and services, with the ultimate goal of becoming the client's lead or primary bank. Coordinate all client-facing activities, including credit support, and utilize the CRM system for activity tracking and pipeline management. Monitor customer financial performance and industry trends to assess credit exposure, adhere to established portfolio management guidelines, and achieve credit standards regarding asset quality and RAROC.
Required Qualifications
- Bachelor's degree in Business Administration or related field
- Minimum of 8 years of sales experience
- Formalized credit training or equivalent credit risk experience
- Regional /local travel
- Must be proficient in all Microsoft Office software
Desired Qualifications
- Minimum of 8 years managing business banking or commercial relationships
- Underwriting experience
- Familiarity with prospecting and CRM sales tools
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.