Business Banking Relationship Manager II

Works directly with the Retail Branch Network to develop, facilitate and manage the lending needs of small business clients. Researches client businesses and provides prospective customers / clients with Business Banking services offered. Ensures Bank standards are met with regards to loan quality.

Job Responsibilities -

Directly or indirectly manages a portfolio of Business Banking loans.

Collaborates with Branch Managers on related training in order to develop and grow Business Banking.

Proactively identifies and engages with potential Business Banking customers through networking, community involvement, and referrals.

Builds and maintains strong relationships with existing Business Banking clients, fostering trust and long-term partnerships.

Collaborates with sales and leadership to secure, retain, and Business Banking clients.

Collaborates with management on sales goals, planning, and forecasting as needed

Provides exceptional customer service, acting as a trusted advisor to clients and helping them navigate their financial decisions.

Makes cold / warm calls and multiple outbound calls to potential clients as necessary.

Understands client needs and offers solutions and support through a consultative process.

Closes sales and works with client through the closing process as applicable.

Ensures that their work is following all applicable laws, regulations, policies and guidelines.

Performs all other duties as assigned.

Education and Related Experience -

• Bachelor's degree in Finance, Accounting or related field or equivalent experience preferred.
• 5+ years Business Banking or lending related experience, preferably in a financial institution, required
• nCino Loan Origination System experience preferred
• High School Diploma or equivalent (GED) required.

Skills and Abilities -

Working Conditions and / or Physical Requirements -