Virtual Small-Business Relationship Manager

Citizens; Westwood (MA); On-site; USD 70,000 - 90,000; Full time

Job summary

A national financial institution is seeking a Relationship Manager to enhance client relationships by offering banking, lending, and investment solutions. This role involves managing a portfolio of small business customers, focusing on tailored financial strategies and digital tool utilization. The ideal candidate has strong business banking knowledge and is adaptable in a dynamic team environment.

Qualifications

• Experience in managing business banking relationships.
• Comfortable with technology and digital tools.
• Ability to assess and determine product solutions for customers.

Responsibilities

• Manage a portfolio of 325–350 small business customers.
• Generate new loan, deposit, and cash management solutions.
• Collaborate with underwriting and internal teams.

Skills

Relationship building

Business banking solutions

Digital tools proficiency

Sales culture understanding

Job description

A national financial institution is seeking a Relationship Manager to enhance client relationships by offering banking, lending, and investment solutions. This role involves managing a portfolio of small business customers, focusing on tailored financial strategies and digital tool utilization. The ideal candidate has strong business banking knowledge and is adaptable in a dynamic team environment.