Strategic Commercial Banking Relationship Lead

vnbcareers; Palo Alto (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

vnbcareers is seeking a Relationship Manager to drive new business development, manage and grow client relationships, and expand cross-sell opportunities within a high-level corporate banking environment.

The role focuses on acquiring complex commercial relationships, coordinating with product partners, and leveraging Salesforce to manage client interactions and deposits. Strong sales, negotiation, and analytical skills are required.

Qualifications

• GED or high school diploma plus 7+ years of RM/BDO experience.
• Bachelor's degree in a related discipline preferred.
• Strong knowledge of credit and financial analysis for client assessments.

Responsibilities

• Source new commercial opportunities and serve as primary contact for new business development.
• Maintain and strengthen client relationships and attract/retain clients.
• Focus on sourcing deposits, Treasury income, and building bank relationships.
• Cross-sell by profiling customers and coordinating with product partners to win new business.
• Resolve client issues related to advisory and Treasury services; document trends.
• Deliver presentations to prospects and existing clients to meet sales targets.
• Act as primary relationship owner with LOB RMs and leadership.
• Utilize Salesforce as the CRM tool for all activities.
• Represent the Bank in civic/community functions and anticipate customer trends.
• Provide advisory support to coordinate solutions and manage deposits; onboard new relationships.

Skills

Sales targets

Client relationships

Credit knowledge

Commercial banking products

High-end Middle Market clients

Independent work

Sales automation tools

Sales presentations

Negotiation & closing

Education

High School diploma

Bachelor's degree preferred

Tools

Salesforce

Job description

vnbcareers is seeking a Relationship Manager to drive new business development, manage and grow client relationships, and expand cross-sell opportunities within a high-level corporate banking environment.

The role focuses on acquiring complex commercial relationships, coordinating with product partners, and leveraging Salesforce to manage client interactions and deposits. Strong sales, negotiation, and analytical skills are required.