Relationship Manager - Small Business Banking

The Small Business Banking Relationship Manager is responsible for managing and growing a portfolio of business banking clients. This role involves developing strong relationships with business owners, understanding their financial needs, and providing tailored banking solutions. The primary goal is to drive business growth by identifying and capitalizing on opportunities to cross-sell banking products and services.
Responsibilities:
Grow and manage a portfolio of small business deposit accounts
Build and maintain strong relationships with existing and prospective business banking clients
Act as key point of contact for the small business owner
Generate new business calling on customer requests for information, setting phone appointments, making outbound calls, opening new accounts, following up for funding on new accounts, and cross-selling other bank products
Retain existing business by handling rate negotiations and addressing customer’s needs to add value
Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions
Handle incoming phone calls, and service existing customers
Work with others on the Small Business Team to ensure fast and efficient processing of accounts
Manage risk and ensure compliance with BSA/AML regulations to drive quality for new and/or existing relationships
Responsible to meet individual assigned sales goals for deposits, fee income, and customer service satisfaction
Other duties as assigned from time to time by direct supervisor

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