Strategic Relationship Manager, Small Business Banking

Tri Counties Bank; Fresno (CA); Hybrid; USD 93,000 - 145,000; Full time

Job summary

Tri Counties Bank in California is seeking a Business Relationship Manager I/II to proactively identify business prospects and expand client relationships across Commercial Banking, Treasury Management and Retail Banking.

You will present lending and deposit solutions, analyze financial statements, and collaborate with credit and portfolio teams to ensure profitable relationships and exceptional service.

Qualifications

• High school diploma or equivalent required; bachelor's degree preferred.
• Proven track record of sales and prospecting new business.
• RM I: 3 years of relevant experience; RM II: 4 years, preferred.
• Strong understanding of financial products and risk assessment.
• Excellent verbal and written communication; highly organized.

Responsibilities

• Identify business prospects and expand relationships with Commercial Banking teams.
• Acquire new business through targeted marketing and outreach.
• Promote bank products and services to clients.
• Develop relationships with centers of influence and networks.
• Monitor client financial health and creditworthiness with internal partners.

Skills

Sales experience

Prospecting

Financial analysis

Communication skills

Organizational skills

Education

High school diploma or equivalent

Bachelor's degree preferred

Job description

Tri Counties Bank in California is seeking a Business Relationship Manager I/II to proactively identify business prospects and expand client relationships across Commercial Banking, Treasury Management and Retail Banking.

You will present lending and deposit solutions, analyze financial statements, and collaborate with credit and portfolio teams to ensure profitable relationships and exceptional service.