Business Banking Relationship Manager – Commercial Finance

CRE Finance Council; Boca Raton (FL); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Mentorship

Professional development

Career growth

Job summary

CRE Finance Council is seeking an ambitious Business Banking Relationship Manager in Boca Raton to work directly with the Managing Partner. This role centers on business development, prospecting, and building relationships with bankers, CPAs, attorneys, private equity, and other referral partners to originate commercial financing opportunities.

Ideal candidates have 1–3 years in business banking, commercial lending, or related financial services and are entrepreneurial, self-motivated, and

Qualifications

• 1–3 years in client-facing business banking or lending with business owners.
• Understanding of financing needs and basic credit assessment.
• Strong communication, prospecting, and relationship-building abilities.
• Comfort with cold outreach, networking, and developing new relationships.
• Entrepreneurial, self-motivated, organized, and initiative-driven.
• Existing referral networks are a plus.
• Familiarity with working capital, ABL, factoring, equipment financing, or CRE financing is a plus.

Responsibilities

• Build and manage a pipeline of referral relationships and prospective transactions.
• Generate financing opportunities through calls, emails, LinkedIn, networking, and in-person meetings.
• Assist in evaluating and underwriting transactions via financial statement review and cash flow analysis.
• Work with borrowers, lenders, and capital providers to structure and execute financing.
• Collaborate with the Managing Partner on growth strategies and new partnerships.

Skills

Business banking

Prospecting

Relationship building

Communication

Networking

Entrepreneurial mindset

Self-motivation

Tools

N/A

Job description

About the Opportunity

We are a growing commercial finance firm seeking an ambitious, self-starter Business Banking Relationship Manager work directly with the firm's Managing Partner.

This is an excellent opportunity for someone with 1-3 years of experience working directly with business owners in business banking, commercial lending, or a related financial services role who is looking for a more entrepreneurial, growth-oriented career.

The position is primarily focused on business development, prospecting, and building relationships with bankers, CPAs, attorneys, private equity firms, M&A advisors, and other referral partners to originate commercial financing opportunities.

Our firm provides a broad range of financing solutions, including:

• Business Lines of Credit & Working Capital Financing
• Merchant Cash Advances (MCA)
• Asset-Based Lending (ABL) & Factoring
• Equipment Financing
• Commercial Real Estate (CRE) Financing
• Acquisition Financing & Other Commercial Debt Solutions

Key Responsibilities

• Build and manage a pipeline of referral relationships and prospective transactions.
• Generate financing opportunities through phone calls, emails, LinkedIn outreach, networking, and in-person meetings.
• Assist in evaluating and underwriting transactions through financial statement review, cash flow analysis, and credit assessment.
• Work with borrowers, lenders, and capital providers to structure and execute financing transactions.
• Collaborate directly with the Managing Partner on business development strategies, new partnerships, and firm growth initiatives.

Qualifications

• 1-3 years of experience in a client-facing business banking, commercial banking, or commercial lending role, working directly with business owners.
• Understanding of business financing needs, commercial lending products, and basic credit analysis.
• Strong communication, prospecting, and relationship-building skills.
• Comfortable with cold outreach, networking, and developing new professional relationships.
• Entrepreneurial, self-motivated, organized, and eager to take initiative.
• Existing relationships with bankers, CPAs, attorneys, private equity professionals, M&A advisors, or other referral sources are a strong plus.
• Familiarity with working capital, asset-based lending, factoring, equipment financing, or commercial real estate financing is a plus.

Why Join Us?

• Work Directly with the Managing Partner: Gain hands-on experience and exposure to business development, deal origination, underwriting, and transaction execution.
• Entrepreneurial Environment: Join a growing firm where you can take ownership, develop relationships, and contribute directly to the business.
• Broad Deal Exposure: Gain experience across commercial lending, private credit, real estate, and alternative financing.
• Career Growth: Opportunity to expand your responsibilities and grow into a larger origination and relationship management role.

Compensation & Benefits

We offer a competitive compensation package designed to reward performance and long-term growth.

• Competitive base salary commensurate with experience.
• Performance-based bonuses tied to originations, business development, and overall contribution.
• Opportunity for increased earning potential as production and responsibilities grow.
• Direct mentorship, professional development, and long-term career advancement opportunities.

The Ideal Candidate

You may currently be working as a Business Banking Relationship Manager, Small Business Banker, Business Banking Officer, or Commercial Banking Associate and are looking for a more entrepreneurial opportunity.

You enjoy working with business owners, understand their financing needs, and are confident initiating relationships with other financial professionals. You're comfortable with proactive outreach, consistent follow-up, and building a professional network that generates new business.

Most importantly, you're motivated to learn, take ownership, and help grow a commercial finance firm while working directly alongside its Managing Partner.