Senior Business Banking Relationship Manager Large Accounts

Conveyance; Fort Wayne (IN); On-site; USD 75,000 - 110,000; Full time

Job summary

Conveyance in Fort Wayne, IN seeks an experienced Relationship Manager to grow and manage a portfolio of large, complex business accounts. You will provide a full suite of banking products and services, analyze plans, and drive revenue while maintaining compliance across portfolios.

The role requires extensive experience in business banking, strong communication skills, and the ability to manage multiple high-value relationships in a fast-paced environment.

Qualifications

• Ten or more years Personal Banking or Business Banking sales experience preferred.
• Proficiency in Microsoft Word and Excel.
• Strong verbal and written communication with the ability to communicate with all levels internally and externally.
• Ability to maintain effective relationships with internal service partners and customers in order to gain their trust and respect.
• Customer service oriented.
• Ability to handle multiple tasks in a fast-paced environment.

Responsibilities

• Serve as banking relationship manager for large sized business customers, providing them with a full range of financial services products, including loans, deposit services and all related business banking services offered.
• Provides customers with the services/products that result in revenue to meet internal financial goals and control expenses.
• Reviews and analyzes business plans for investment potential and monitors portfolio for quality and returns.
• Provides qualified referrals to colleagues for the services/products offered for which they are the specialists.
• Analyzes and approves credits within prescribed limit, typically handles relationships of $1MM+ and manages a large portfolio.
• Documents bank/customer relationships and commitments.
• Retains and strengthens current relationships and seeks to develop new business.
• Reviews periodically the bank's exposure and relative account profitability.
• Performs financial reviews on a timely basis.
• Complies with bank's loan policies and procedures and legal requirements.
• Performs supervisory responsibilities as requested.
• Must have valid driver's license.
• Regular and predictable attendance is an essential requirement of the position.
• Responsible for the completion of all compliance training related to the position.
• Understands all applicable laws and regulations that apply to the position and complies with the requirements.

Skills

Relationship management

Communication skills

Customer service oriented

Multitasking

Team collaboration

Education

Bachelor's degree in business, economics or finance

Tools

Microsoft Word

Microsoft Excel

Job description

Conveyance in Fort Wayne, IN seeks an experienced Relationship Manager to grow and manage a portfolio of large, complex business accounts. You will provide a full suite of banking products and services, analyze plans, and drive revenue while maintaining compliance across portfolios.

The role requires extensive experience in business banking, strong communication skills, and the ability to manage multiple high-value relationships in a fast-paced environment.