Strategic Small Business Relationship Leader

Us Bank

San Francisco (CA)

On-site

USD 98,000 - 125,000

Full time

7 days ago
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Benefits offered by this job

Healthcare (medical, dental, vision)
401(k) plan
Paid vacation
Paid holidays
Life insurance
Disability insurance
Parental leave

Job summary

U.S. Bank in San Francisco seeks a Small Business Relationship Manager NMLS to deliver exceptional service and provide comprehensive financial solutions to mid-market clients with revenues generally between $500K and $2.5M, typically not exceeding $5M.

You will deepen relationships, manage a portfolio, and partner across teams to drive growth. You will apply expert consultative selling, underwriting and banking product knowledge to structure solutions, monitor risk, and ensure compliant,

Qualifications

  • Bachelor’s degree or equivalent work experience in related field.
  • 3–4 years in relationship banking.
  • NMLS registration under the SAFÉ Act and Reg Z.
  • Professionalism and knowledge of lending policies, credit structures, products, and regulatory requirements.

Responsibilities

  • Prospect for new small business clients and deepen existing relationships to drive year-over-year revenue growth, loan production, deposits, and broader relationship value.
  • Conduct discovery conversations to understand each client’s business, goals, financial needs, credit profile, and growth opportunities.
  • Serve as the primary point of contact for small business clients and recommend appropriate solutions across loans, deposits, cash management, and other core banking products.
  • Design and structure financial solutions aligned to client objectives, credit standards, portfolio quality expectations, and responsible banking practices.
  • Manage portfolio performance and credit quality by monitoring market trends, identifying developing risk indicators, and applying sound underwriting judgment.
  • Partner with underwriting, portfolio management, and internal teams to support timely reporting, responsive portfolio management, and effective client outcomes.
  • Address client concerns and coordinate across business lines, engaging additional specialists as needed to deliver integrated solutions.
  • Build relationships in the community, engage with local organizations, and identify business development opportunities that increase visibility and support community impact.

Skills

Consultative selling
Financial analysis
Relationship management
Underwriting
Product knowledge
Banking operations
Sales
New business development
Customer service
Community relations

Education

Bachelor's degree or equivalent

Job description

U.S. Bank in San Francisco seeks a Small Business Relationship Manager NMLS to deliver exceptional service and provide comprehensive financial solutions to mid-market clients with revenues generally between $500K and $2.5M, typically not exceeding $5M.

You will deepen relationships, manage a portfolio, and partner across teams to drive growth. You will apply expert consultative selling, underwriting and banking product knowledge to structure solutions, monitor risk, and ensure compliant,

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