Small Business Relationship Manager

The Center Birmingham; Alabama; On-site; USD 82,000 - 101,000; Full time

Job summary

A leading financial institution seeks a Small Business Relationship Manager to manage and grow relationships with small business clients in Alabama. The role involves delivering financial products and services tailored to client needs while optimizing revenue opportunities. Candidates should hold a Bachelor's degree and have relevant client-facing financial services experience. This full-time position offers a competitive salary and benefits package.

Benefits

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Qualifications

• Four years client-facing financial services experience or eight years equivalent experience.
• Two years managing a dedicated book of small business clients.

Responsibilities

• Identify and acquire new small business clients.
• Deliver financial solutions to optimize revenue opportunities.
• Manage existing small business relationships.

Skills

Client relationship management

Analytical skills

Negotiation abilities

Customer service

Communication skills

Education

Bachelor’s degree in a relevant field

High school diploma or GED

Tools

Microsoft Office

Job description

Regions is dedicated to safeguarding private and personally identifiable information submitted for job opportunities. Information will be reviewed by associates, consultants, and vendors to evaluate qualifications and experience and will not be used for marketing or shared outside Regions unless required by law. Information will be stored in accordance with regulatory requirements and Regions’ retention schedule for a minimum of three years. You may review, modify, or update your information by visiting the careers section of the system.

Job Description

At Regions, the Small Business Relationship Manager focuses on delivery of credit, products, and service solutions within a dedicated geographic area and primarily targets general-industry clients with revenues up to $20MM.

Primary Responsibilities

• Identifies, acquires, and grows new relationships with small business clients
• Delivers knowledgeable advice and solutions to grow small business relationships and optimize revenue opportunities
• Assesses the client's financial needs for formulating a business plan and delivering a range of financial products and services to help the client succeed financially
• Provides small business relationship management with existing customers to understand their business, objectives, strategies, and challenges
• Collaborates with branches and product partners
• Plans and executes quality client/prospecting calls

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible.

Requirements

• Bachelor’s degree and four (4) years closely related client-facing financial services experience, including a minimum of two (2) years growing and managing a dedicated book of small business clients across an assigned territory
• High school diploma or GED and eight (8) years of closely related client-facing financial services experience, to include at least two (2) years growing and managing a dedicated book of small business clients across an assigned territory

Preferences

• Credit/Analyst experience
• Customer service focus with experience handling complex transactions across multiple systems
• Developed analytical and problem-solving skills
• Developed negotiation abilities
• Developed verbal and written communication skills
• Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
• Strong business acumen to provide financial services consultation to small business clients
• Strong relationship-building skills

Note: This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Position Details

Position Type: Full time

Compensation

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which impact pay include experience, skills, knowledge, contribution, location, and performance. The target information below is based on the Metropolitan Statistical Area market range for the position.

Job Range Target:

Minimum: $82,136.48 USD

Median: $100,586.00 USD

Incentive Pay Plans:

This role is eligible to participate in a discretionary incentive plan. Employees may receive a discretionary award based on performance against defined metrics and goals.

Benefits

Regions offers a benefits package that is flexible and comprehensive. Listed below is a synopsis of the benefits offered for informational purposes, not a complete summary of plan terms and conditions.

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

Benefits and plans may be changed or terminated at any time. For more information, please visit Regions’ benefits page.

Location

RSA Battle House Tower, Mobile, Alabama

Equal Opportunity

Equal Opportunity Employer/including Disabled/Veterans

Job applications are accepted electronically through Regions’ career site for a minimum of five business days from posting. Higher-volume postings may remain active longer due to business need and may be closed at any time at the company’s discretion.