4 дня назад
Small Business Relationship Manager (Banking)
86 459 - 105 880$
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
Small Business Relationship Manager (Banking): Developing and managing small business client relationships while delivering credit, financial products, and service solutions with an accent on client acquisition, lending, and revenue growth. Focus on assessing business financial needs, building client plans, managing an assigned territory, and collaborating with branches and product partners.
Location: Birmingham, Alabama, or Tuscaloosa, Alabama, United States
Salary: $86,459.45–$105,880 USD per year, plus eligibility for a discretionary incentive plan.
Company
provides banking and financial services to individuals and businesses.
What you will do
- Identify, acquire, and grow relationships with small business clients with revenues up to $20 million.
- Deliver credit, financial products, and service solutions tailored to client needs.
- Assess clients’ financial needs and formulate business plans using appropriate banking products and services.
- Manage existing small business relationships and understand clients’ objectives, strategies, and challenges.
- Collaborate with branches and product partners.
- Plan and execute quality client and prospecting calls.
Requirements
- Bachelor’s degree and four years of closely related, client-facing financial services experience, including at least two years managing and growing a dedicated book of small business clients.
- Alternatively, a high school diploma or GED and eight years of closely related, client-facing financial services experience, including at least two years managing and growing a dedicated book of small business clients.
- Experience managing clients across an assigned geographic territory.
- Knowledge of bank lending programs, credit policies, and specialty products.
- Strong analytical, problem-solving, negotiation, communication, business development, and relationship-building skills.
- Proficiency in Microsoft Office applications, including Excel, Word, PowerPoint, and Outlook.
Nice to have
- Credit or analyst experience.
- Experience handling complex transactions across multiple systems.
- Strong customer service focus and business acumen.
Culture & Benefits
- Paid vacation and sick time.
- 401(k) with company match.
- Medical, dental, vision, disability, life insurance, health savings account, and flexible spending account benefits.
- Parental leave and an employee assistance program.
- Eligibility for a discretionary performance-based incentive award.
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