Business Banking Relationship Manager

StraussGroup - Executive Search Consultants; South Bend (IN); On-site; USD 100,000 - 150,000; Full time

Job summary

South Bend, IN – A major bank is seeking a Business Banking Relationship Manager to serve as the main contact and advisor to business clients, expanding relationships with core banking products and tailored solutions. The role emphasizes new client acquisition and growth of existing portfolios, with a focus on risk management across credit, operations, and compliance.

The successful candidate will have 3-5 years of small business/commercial lending experience, proven cross-sell ability, and

Qualifications

• Bachelor’s Degree or equivalent in training and experience.
• 3-5 years of small business/commercial lending experience.
• Demonstrated ability to cross-sell products and services.
• Proactive approach to business development to acquire new client relationships.
• Strong financial acumen including the ability to analyze financial statements and understand underwriting guidelines.
• Exceptional sales, negotiating and closing skills.

Responsibilities

• Serve as the trusted financial advisor and primary contact for business clients.
• Drive growth by understanding client business and industry trends.
• Educate clients on bank capabilities including cash management, payments, equipment finance and wealth management.
• Maintain active prospecting and develop a COI referral network.
• Lead credit processes and oversee portfolio activities to ensure asset quality.

Skills

Small business lending

Commercial lending

Cross-sell capabilities

Financial statement analysis

Credit underwriting

Education

Bachelor’s Degree

Job description

Our client, one of the nation’s largest banks and financial services providers, is looking to add a Business Banking Relationship Manager to their team in South Bend, IN. This position is a great career opportunity for an experienced lending professional and offers a highly competitive salary and benefits package.

The Opportunity

The Business Banking Relationship Manager serves as the main point of contact and financial advisor to business clients of the bank. The goal is to expand client relationships by introducing a full range of core business banking products, differentiated capabilities and comprehensive solutions to meet client needs and exceed customer service expectations. This role focuses on acquiring new relationships and managing and growing existing client relationships. The individual will be expected to demonstrate strong risk management acumen, including credit, operational and compliance risks.

Responsibilities

Primary responsibilities of the role include:

• Serve as the trusted financial advisor and business partner to clients, functioning as the subject matter expert and primary contact for most client-related matters
• Drive focused growth and business development by creating and maintaining a clear and holistic understanding of the client\'s or prospect\'s business and industry trends
• Provide and educate the client on the bank’s capabilities and how additional products services can help impact their business, including cash management, payments, equipment finance and wealth management
• Maintain an active prospecting effort, including identification, qualification and calling while developing an active Center of Influence (COI) referral network
• Lead and participate in credit processes and assume ultimate accountability for all portfolio activities/issues ensuring sound asset quality, including underwriting, structuring, and portfolio management activities

Requirements

The successful candidate will possess the following:

• Bachelor’s Degree or equivalent in training and experience
• A minimum of 3-5 years of small business/commercial lending experience
• Demonstrated ability to cross-sell products and services
• Proactive approach to business development to acquire new client relationships
• Strong financial acumen including the ability to analyze financial statements and understand the underwriting process and adhere to guidelines
• Exceptional sales, negotiating and closing skills

At this time, the good faith estimate of the annual base salary range for this position is $100,000 to $150,000 PLUS a variable incentive program. Where a successful applicant is slotted within the base salary range will vary based on legitimate criteria, such as years of experience and skill level.