Business Banking Relationship Manager II

Investar Bank National As; Metairie (LA); On-site; USD 85,000 - 115,000; Full time

Job summary

Investar Bank National As in Metairie, LA is seeking a Business Banking Relationship Manager II to manage a loan portfolio for small businesses and deliver comprehensive banking solutions.

The role collaborates with branch leadership, sources new clients through networking, and ensures compliance with applicable laws while providing exceptional service. Ideal candidates bring 5+ years in business banking or lending and a finance-related degree.

Qualifications

• Bachelor’s degree in Finance, Accounting or related field or equivalent experience preferred.
• 5+ years Business Banking or lending related experience, preferably in a financial institution, required
• High School Diploma or equivalent (GED) required.

Responsibilities

• Develop, facilitate and manage the lending needs of small business clients.
• Research client businesses and provide Business Banking services offered.
• Directly or indirectly manages a portfolio of Business Banking loans.
• Collaborate with Branch Managers on related training to develop and grow Business Banking.
• Proactively identify and engage with potential Business Banking customers through networking and referrals.
• Build and maintain strong relationships with existing Business Banking clients, fostering trust and long-term partnerships.
• Collaborate with sales and leadership to secure, retain, and grow Business Banking clients.
• Collaborate with management on sales goals, planning, and forecasting as needed.
• Provide exceptional customer service, acting as a trusted advisor to clients and helping them navigate their financial decisions.
• Make cold/warm calls and multiple outbound calls to potential clients as necessary.
• Understand client needs and offer solutions and support through a consultative process.
• Close sales and work with client through the closing process as applicable.
• Ensure that their work is following all applicable laws, regulations, policies and guidelines.
• Performs all other duties as assigned.

Skills

Small business loan knowledge

Commercial banking

Verbal and written communication

Organization and time management

Attention to detail

Financial analysis

MS Office proficiency

Education

Bachelor's degree in Finance, Accounting or related field or equivalent experience preferred.

High School Diploma or equivalent (GED) required.

Tools

MS Office

Loan documentation systems

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Business Banking Relationship Manager II

Full Time Professional Veterans, Metairie, LA, US

Job Responsibilities –

Works directly with the Retail Branch Network to develop, facilitate and manage the lending needs of small business clients. Researches client businesses and provides prospective customers/clients with Business Banking services offered. Ensures Bank standards are met with regards to loan quality.

Directly or indirectly manages a portfolio of Business Banking loans.

Collaborates with Branch Managers on related training in order to develop and grow Business Banking.

Proactively identifies and engages with potential Business Banking customers through networking, community involvement, and referrals.

Builds and maintains strong relationships with existing Business Banking clients, fostering trust and long-term partnerships.

Collaborates with sales and leadership to secure, retain, and Business Banking clients.

Collaborates with management on sales goals, planning, and forecasting as needed

Provides exceptional customer service, acting as a trusted advisor to clients and helping them navigate their financial decisions.

Makes cold/warm calls and multiple outbound calls to potential clients as necessary.

Understands client needs and offers solutions and support through a consultative process.

Closes sales and works with client through the closing process as applicable.

Ensures that their work is following all applicable laws, regulations, policies and guidelines.

Performs all other duties as assigned.

Education and Related Experience –

• Bachelor's degree in Finance, Accounting or related field or equivalent experience preferred.
• 5+ years Business Banking or lending related experience, preferably in a financial institution, required
• High School Diploma or equivalent (GED) required.

Skills and Abilities –

• Strong working knowledge of small business or commercial loan documentation and commercial banking.
• Strong knowledge of lending services and related areas.
• Must possess good verbal and written communication skills.
• Must possess good organizational and time management skills.
• Must possess ability to perform detailed tasks with accuracy.
• Must possess good financial analytical skills.
• Must possess knowledge of computers and computer operations MS Office software.
• Must possess knowledge of standard office equipment including computer, typewriter, fax machine, scanner and copy machine.

Working Conditions and/or Physical Requirements –

• Ability to work under stress and meet deadlines.
• Ability to operate a keyboard if required performing the essential job functions.
• Ability to read and interpret a document.
• Ability to travel if required to perform the essential job functions.
• Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department an "undue hardship" then the employee must be accommodated; hence, omitting lifting as a physical requirement.

Equal Opportunity Employer/Veterans/Disabled