Business Banking Relationship Manager

RoShay Services; Naples (FL); On-site; USD 90,000 - 130,000; Full time

Job summary

RoShay Services in Naples, FL seeks a Business Banking Relationship Manager to deliver comprehensive banking services to mid-sized businesses, focusing on client experience, risk management, and growth.

You will retain and develop clients, manage a sales pipeline, structure loan packages, cross-sell products, and advise on financial planning while collaborating with internal teams to close deals.

Qualifications

• Bachelor’s degree and 5-8 years of experience or equivalent combination.
• Knowledge of cash flow and business credit underwriting; commercial credit training preferred.
• Strong interpersonal, presentation, verbal, and written communication skills.
• Business acumen with understanding of diverse industries and financial concepts.
• Proficiency in Microsoft Office suite.

Responsibilities

• Conduct retention and business development calls on existing and prospective clients.
• Identify and develop new customer prospects and manage a sales pipeline.
• Assist with loan interviews, documentation, and recommend appropriate loan products.
• Structure and submit loan packages for approval, coordinate loan closings.
• Cross-sell additional bank products and services to meet client needs.
• Build and maintain a portfolio of high-value small business clients, shaping regional strategies.
• Act as a financial advisor by educating clients on financial planning, investments, insurance, and credit.
• Monitor customer accounts, financial plans, and market trends to identify new opportunities.
• Collaborate with departments to maximize cross-sell opportunities and close deals effectively.
• Perform other duties as assigned.

Skills

Interpersonal communication

Presentation skills

Verbal communication

Written communication

Business acumen

Cash flow & credit underwriting

Education

Bachelor's degree + 5-8 years experience

Tools

Microsoft Office

Job description

Role Overview

The Business Banking Relationship Manager is responsible for delivering comprehensive banking services to mid-sized businesses with annual sales between $5M and $25M. They focus on enhancing client experience, managing risk, and fostering business growth.

Key Duties

• Conduct retention and business development calls on existing and prospective clients.
• Identify and develop new customer prospects and manage a sales pipeline.
• Assist with loan interviews, documentation, and recommend appropriate loan products.
• Structure and submit loan packages for approval, coordinate loan closings.
• Cross-sell additional bank products and services to meet client needs.
• Build and maintain a portfolio of high-value small business clients, shaping regional strategies.
• Act as a financial advisor by educating clients on financial planning, investments, insurance, and credit.
• Monitor customer accounts, financial plans, and market trends to identify new opportunities.
• Collaborate with departments to maximize cross-sell opportunities and close deals effectively.
• Perform other duties as assigned.

Qualifications & Skills

• Bachelor’s degree and 5-8 years of experience or equivalent combination.
• Knowledge of cash flow and business credit underwriting; commercial credit training preferred.
• Strong interpersonal, presentation, verbal, and written communication skills.
• Business acumen with understanding of diverse industries and financial concepts.
• Proficiency in Microsoft Office suite.