Strategic Business Banking Relationship Manager

Bank N.A.; San Francisco (CA); On-site; USD 65,000 - 140,000; Full time

Job summary

Bank N.A. in San Francisco seeks a relationship manager to cultivate and manage a portfolio of small business clients, driving new business, retention, and cross-sell of banking products.

You will apply consultative sales, build internal networks, and develop a local market strategy to grow wallet share. The role requires 4–6 years of relevant experience, strong financial analysis, and excellent communication.

Qualifications

• 4–6 years of relevant experience with a post-secondary degree in a related field.
• Strong financial analysis skills and ability to interpret financial statements.
• Knowledge of business banking products and loan processes.
• Experience in customer sales and service.
• Excellent verbal and written communication; collaborative and analytical.
• Data-driven decision making and risk awareness.

Responsibilities

• Cultivates, builds, and manages relationships with a portfolio of small business clients to grow the business.
• Develops and executes sales strategies to attract new clients and expand existing relationships.
• Develops networks and referral sources to sustain growth of the business.
• Identifies prospective customers and cross-sells products and services to meet their needs.
• Delivers exceptional customer service and builds trust through expertise and responsiveness.
• Analyzes data and market insights to inform strategies and risk considerations.

Skills

Financial analysis

Customer sales

Communication

Collaboration

Analytical thinking

Influence

Data-driven decisions

Education

Post-secondary degree in related field

Job description

Bank N.A. in San Francisco seeks a relationship manager to cultivate and manage a portfolio of small business clients, driving new business, retention, and cross-sell of banking products.

You will apply consultative sales, build internal networks, and develop a local market strategy to grow wallet share. The role requires 4–6 years of relevant experience, strong financial analysis, and excellent communication.