Commercial Banking Relationship Advisor

Builtwell Bank; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial institution in the United States is seeking a candidate with 10+ years of experience to develop and grow a portfolio of commercial accounts. This role involves building relationships with family-owned businesses, conducting financial analyses, and serving as a trusted advisor through regular meetings. The ideal applicant will thrive in a strong sales environment and possess excellent communication skills. Travel is required as needed to support customer relationships.

Qualifications

• 10+ years of experience in a strong sales environment.
• Ability to analyze financial data and provide insights.
• Experience in developing client relationships.

Responsibilities

• Engage in disciplined calling program to generate new relationships.
• Lend financial analysis expertise to prospects.
• Conduct face-to-face calls weekly, documenting results.
• Analyze credits with portfolio management staff.
• Serve as a trusted financial advisor through regular checkups.

Skills

Sales expertise

Financial analysis

Customer relationship management

Communication skills

Tools

CRM software

Job description

A leading financial institution in the United States is seeking a candidate with 10+ years of experience to develop and grow a portfolio of commercial accounts. This role involves building relationships with family-owned businesses, conducting financial analyses, and serving as a trusted advisor through regular meetings. The ideal applicant will thrive in a strong sales environment and possess excellent communication skills. Travel is required as needed to support customer relationships.