Provide comprehensive financial solutions to small businesses with annual revenues up to $5 million
Manage and deepen relationships with high value and opportunity clients
Support growth of the profitability of the small business customer base
Identify, develop, and drive results, and acquire new client opportunities through prospecting
Open core small business accounts while adhering to procedural guidelines
Deliver on client needs and drive sales opportunities while mitigating risk
Identify and refer specialized small business opportunities and solutions to clients

Proven success in consultative sales in financial services and/or business-to-business sales
Demonstrated success improving business financial outcomes by interpreting financial statements and recommending specific levers
Passionate about outside sales and enjoys spending time prospecting
Motivated to enhance existing relationships and exceed sales goals
Can analyze financial conditions of clients and industry trends
Understand and interpret financial statements and cash flow analysis
Excellent communication skills and demonstrated leadership ability
Enjoys partnering and negotiating with a team of bank employees to solve client issues
Demonstrated management of a client portfolio with focus on relationship development and deepening
Thorough knowledge of small business financial products and services
Familiarity with CRM platforms and other banking systems

Business Banking Relationship Manager

Key skills