Business Banking Relationship Manager

Freelancerprox

  • Columbia, Washington
  • 5 days ago
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    Skills

    • Bank Managementunmatched
    • Banking Servicesunmatched
    • Business Administrationunmatched
    • Business Bankingunmatched
    • Commercial Bankingunmatched
    • Communication Skillsunmatched
    • Credit Reportsunmatched
    • Credit Riskunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM) Systemsunmatched
    • Customer Satisfactionunmatched
    • Economicsunmatched
    • Exceeded Sales Goalunmatched
    • Financeunmatched
    • Financial Analysisunmatched
    • Financial Servicesunmatched
    • Industry/Trade Analysisunmatched
    • Interpersonal Skillsunmatched
    • Loan Structuringunmatched
    • Loansunmatched
    • Maintain Complianceunmatched
    • Market Researchunmatched
    • Negotiation Skillsunmatched
    • Regulatory Complianceunmatched
    • Regulatory Requirementsunmatched
    • Relationship Managementunmatched
    • Revenue Growthunmatched
    • Riskunmatched
    • Risk Analysisunmatched
    • Risk Managementunmatched
    • Sales Managementunmatched
    • Sales Prospectingunmatched
    • Time Managementunmatched
    • Treasuryunmatched
    • Underwritingunmatched

    Description

    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


    Numbers & Facts

    LocationColumbia, Washington

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