Business Banking Relationship Manager II

LiveWell Homecare Agency, LLC; Columbia (SC); On-site; USD 90,000 - 120,000; Full time

Job summary

LiveWell Homecare Agency, LLC is seeking a Business Banking Relationship Manager to develop and manage a portfolio of high-value clients (revenue $5MM–$30MM). You will deepen relationships, uncover goals, and tailor banking solutions in collaboration with internal teams.

The role emphasizes credit structuring discussions, risk management, and community engagement in Columbia, SC. The ideal candidate holds a Bachelor’s degree or equivalent with 3–10 years of relevant experience and demonstrates

Qualifications

• Bachelor’s degree or equivalent with 3-10 years of relevant experience.

Responsibilities

• Manage and grow client portfolios through relationship deepening and new client acquisition.
• Serve as a trusted financial advisor by understanding clients’ financial goals and needs.
• Recommend and deliver tailored banking solutions, including credit and deposit products, in collaboration with internal teams.
• Lead client discussions on credit structuring and solutions.
• Collaborate with cross-functional partners to provide integrated client service.
• Support loan structuring, pricing, underwriting, and portfolio management.
• Drive growth via deposits, loans, and fee income, achieving sales and retention targets.
• Engage with the community to generate referrals and strengthen relationships.
• Monitor market trends and client financial status to manage risks and opportunities.
• Ensure compliance with regulatory and internal policies, completing necessary training.
• Mentor peers and promote team collaboration aligned with company values.

Skills

Microsoft Office

Client relationship management

Education

Bachelor’s degree or equivalent

Job description

Role

Business Banking Relationship Manager responsible for developing and managing a portfolio of high-value clients (revenue $5MM–$30MM).

Responsibilities

• Manage and grow client portfolios through relationship deepening and new client acquisition.


• Serve as a trusted financial advisor by understanding clients’ financial goals and needs.


• Recommend and deliver tailored banking solutions, including credit and deposit products, in collaboration with internal teams.


• Lead client discussions on credit structuring and solutions.


• Collaborate with cross-functional partners to provide integrated client service.


• Support loan structuring, pricing, underwriting, and portfolio management.


• Drive growth via deposits, loans, and fee income, achieving sales and retention targets.


• Engage with the community to generate referrals and strengthen relationships.


• Monitor market trends and client financial status to manage risks and opportunities.


• Ensure compliance with regulatory and internal policies, completing necessary training.


• Mentor peers and promote team collaboration aligned with company values.

Qualifications

• Bachelor’s degree or equivalent with 3-10 years of relevant experience.

Skills

Proficiency in Microsoft Office suite and strong client relationship management capabilities.