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Business Banking Relationship Manager

Freelancerprox
Washington, United Statesfull_timeVerifiedPosted 3 Jun 2025

About the role

We are seeking a dynamic and results-oriented Business Banking Relationship Manager to manage and grow relationships with small to mid-sized business clients. This role is responsible for delivering tailored banking solutions, deepening client relationships, and ensuring high levels of client satisfaction while maintaining strong risk and compliance standards.

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Key Responsibilities:

  • Develop and manage a portfolio of business clients, focusing on relationship building and revenue growth.

  • Understand clients' financial needs and deliver appropriate banking solutions including loans, credit lines, treasury services, and deposits.

  • Identify new business opportunities through market research, networking, and referrals.

  • Provide excellent service and act as the primary point of contact for business clients.

  • Analyze financial statements and credit reports to assess client creditworthiness and recommend loan structures.

  • Work closely with internal departments (credit, risk, operations) to ensure timely processing and servicing of client requests.

  • Maintain knowledge of industry trends, competitors, and regulatory requirements.

  • Ensure adherence to internal policies, risk management standards, and compliance requirements.

Qualifications:

  • Bachelors degree in Finance, Business, Economics, or related field (MBA preferred).

  • 37 years of experience in business banking, commercial banking, or financial services.

  • Proven track record of meeting or exceeding sales and client satisfaction targets.

  • Strong understanding of credit underwriting, financial analysis, and loan structuring.

  • Excellent communication, interpersonal, and negotiation skills.

  • Proficiency in CRM tools and banking software.

Key Competencies:

  • Relationship management

  • Strategic thinking and sales acumen

  • Financial analysis and credit risk assessment

  • Customer-centric approach

  • Problem-solving and decision-making

  • Team collaboration and coordination


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Company

Freelancerprox

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