Business Banking Relationship Manager

Jobtailor; Roseville (MN); On-site; USD 85,000 - 120,000; Full time

Job summary

Jobtailor in Minnesota seeks a seasoned relationship manager to help business clients achieve their financial goals. You will build, develop, and manage new and existing relationships with business clients, delivering financial expertise and client-centric solutions.

You will assess clients’ banking needs, educate them on deposits and loan products, and recommend financial solutions tailored to their goals, while collaborating across the bank to ensure long-term client success.

Qualifications

• Bachelor's degree or equivalent work experience.
• 4–5 years of relevant experience.
• Strong relationship management and business development abilities.
• Analytical and problem-solving skills.
• Knowledge of cash flow management and business credit underwriting.
• Understanding of bank products and services.
• Ability to collaborate across teams to manage customer relationships.
• Excellent presentation, verbal and written communication skills.
• Business acumen across diverse industries, markets and financial concepts.

Responsibilities

• Play a pivotal role in helping our business clients achieve their financial goals.
• Building, developing, and managing new and existing relationships with business clients.
• Delivering financial expertise and client-centric solutions that build strong, long-term relationships.
• Assessing and attending to clients’ banking needs.
• Educating clients on available deposit and loan products and services.
• Recommending financial solutions based on each client’s unique goals and needs.

Skills

Relationship management

Business development

Analytical skills

Communication skills

Client-facing

Problem-solving

Banking knowledge

Credit underwriting basics

Education

Bachelor's degree or equivalent

Job description

Responsibilities

• Play a pivotal role in helping our business clients achieve their financial goals
• Building, developing, and managing new and existing relationships with business clients
• Delivering financial expertise and client-centric solutions that build strong, long-term relationships
• Assessing and attending to clients’ banking needs
• Educating clients on available deposit and loan products and services
• Recommending financial solutions based on each client’s unique goals and needs

Requirements

• Bachelor's degree, or equivalent work experience
• Four to five years of relevant experience
• Strong relationship management and business development abilities
• Well-developed analytical and problem-solving skills
• Basic knowledge of credit administration, analysis, and credit policy/procedure
• Knowledge of cash flow management and business credit underwriting with commercial credit training preferred
• Demonstrated understanding of basic financial accounting and analysis
• Some knowledge of bank products and services that results in successfully identifying appropriate opportunities to sell the bank’s products
• Ability to work effectively with individuals and groups across the company to manage customer relationships
• Excellent presentation, verbal and written communication skills
• Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts

Core Competencies

Demonstrates strong relationship management and business development skills, with a solid understanding of financial accounting, credit administration, and cash flow management. Capable of delivering client-centric financial solutions and effectively communicating with diverse business clients.