Strategic Business Banking Relationship Manager II

Investar Bank National As

Hammond (LA)

On-site

USD 70,000 - 110,000

Full time

10 hours ago
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Job summary

Investar Bank National As is seeking a Business Banking Relationship Manager II to join our Hammond, LA team. The role focuses on serving small business clients, developing lending solutions, and managing a portfolio of business loans.

You will collaborate with branch leadership, identify new client opportunities, and provide consultative financial guidance while maintaining strong compliance with banking regulations and internal policies.

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.
  • Manage a portfolio of Business Banking loans.
  • Collaborate with Branch Managers on training to develop and grow Business Banking.
  • Identify and engage potential Business Banking customers through networking, community involvement, and referrals.
  • Build and maintain 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.

Skills

Loan documentation
Lending services
Communication skills
Organizational skills
Financial analysis
MS Office
Office equipment

Education

Bachelor's degree in Finance or related field
5+ years Business Banking or lending experience
High School Diploma or GED

Job description

Investar Bank National As is seeking a Business Banking Relationship Manager II to join our Hammond, LA team. The role focuses on serving small business clients, developing lending solutions, and managing a portfolio of business loans.

You will collaborate with branch leadership, identify new client opportunities, and provide consultative financial guidance while maintaining strong compliance with banking regulations and internal policies.

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