Strategic Small Business Banking Relationship Manager

Valley National Bank; North Stelton (NJ); On-site; USD 80,000 - 120,000; Full time

Job summary

Valley National Bank seeks a skilled relationship manager for small business clients in New Jersey. The role focuses on developing new deposits, loans, treasury services, and fee income through proactive outreach and customer service.

The position emphasizes referrals, cross-selling across bank lines, and building a strong network with COIs and community partners to meet client goals and strengthen client relationships.

Responsibilities

• Represents the bank in developing new deposit, loan, and fee income with small business clients.
• Manages relationships with small business banking clients through outreach and growth.
• Establishes referral networks with COIs like real estate agents, CPAs, attorneys.
• Builds relationships with other bank lines and vendors to cross-sell products.
• Collaborates with other lines of business to meet client needs.
• Provides quality customer service and resolves problems; maintains client communications.
• Develops knowledge of bank policies and guidelines for their line.
• Refers lending opportunities to Business Banking, Middle Market, and others.
• Participates in civic/community activities to promote products and services.
• Serves on CRA board or committee to strengthen communities and CRA objectives.
• Interviews loan applicants, completes applications, and gathers documentation to assess financials.
• Educates the borrower on business line processes and expectations.

Job description

Valley National Bank seeks a skilled relationship manager for small business clients in New Jersey. The role focuses on developing new deposits, loans, treasury services, and fee income through proactive outreach and customer service.

The position emphasizes referrals, cross-selling across bank lines, and building a strong network with COIs and community partners to meet client goals and strengthen client relationships.