Are you looking to hire a Business Banking Relationship Manager? Below is an example job description that you can customize to fit your company's unique needs. Feel free to modify the placeholders to align with your industry, value proposition, location, compensation, and benefits. For more tailored interview guides and questions, check out our AI Interview Guide Generator and AI Interview Question Generator.

What is a Business Banking Relationship Manager? 🤝

A Business Banking Relationship Manager plays a crucial role in fostering and maintaining strong relationships with business clients. This position is essential for driving revenue growth and ensuring client satisfaction by providing tailored financial solutions. Typically, a Business Banking Relationship Manager collaborates with various departments within the organization to deliver comprehensive banking services that meet the unique needs of each client.

What Does a Business Banking Relationship Manager Do?

Business Banking Relationship Managers are responsible for identifying and acquiring new business clients through strategic networking and targeted outreach. They work closely with existing commercial and small business customers to understand their financial needs and recommend appropriate banking products and services. Additionally, they analyze financial documentation, assess credit risks, and provide guidance on cash management, lending, and treasury services to support their clients' financial health.

Business Banking Relationship Manager Responsibilities Include

• Client Acquisition: Identify and secure new business banking clients through effective networking and outreach strategies.
• Relationship Management: Build and maintain strong relationships with existing commercial and small business customers.
• Financial Analysis: Assess client financial needs and recommend suitable banking products and services.
• Credit Evaluation: Prepare and review credit applications and financial documentation to evaluate credit risk.
• Sales Targets: Achieve and exceed monthly and quarterly sales goals.
• Collaboration: Work with internal teams to ensure seamless client service and support.
• Record Keeping: Maintain accurate and up-to-date client records in the bank’s CRM system.

Job Description

Business Banking Relationship Manager 💼

About Company

[Insert a brief paragraph about your company, its mission, values, and what makes it a great place to work.]

Job Brief

We are seeking a dedicated Business Banking Relationship Manager to join our team. In this role, you will be responsible for developing and maintaining a portfolio of business banking clients, providing comprehensive financial solutions, and driving revenue growth.

What You’ll Do 📈

You will:

• 🔍 Identify and acquire new business banking clients through networking and targeted outreach.
• 🤝 Develop and maintain strong relationships with existing commercial and small business customers.
• 📊 Analyze client financial needs and recommend appropriate banking products and services.
• 📝 Prepare and review credit applications and financial documentation.
• 💡 Provide guidance on cash management, lending, and treasury services.
• 🎯 Meet or exceed monthly and quarterly sales targets.
• 🛠️ Collaborate with internal teams to ensure seamless client service.
• 📂 Maintain accurate and up-to-date client records in the bank's CRM system.

What We’re Looking For 🎯

• Education: Bachelor’s degree in Business, Finance, or a related field.
• Experience: 3-5 years in business banking or commercial lending.
• Skills:
• Strong understanding of financial products and services.
• Excellent communication and interpersonal skills.
• Proficiency in financial analysis and credit evaluation.
• Proven sales and relationship management experience.
• Ability to work independently and as part of a team.
• Preferred:
• MBA or professional banking certification.
• Experience with CRM software.
• Bilingual capabilities.

Our Values

• Integrity: Upholding the highest standards of honesty and ethical behavior.
• Customer Focus: Prioritizing the needs and success of our clients.
• Collaboration: Working together to achieve common goals.
• Innovation: Embracing creativity and continuous improvement.
• Excellence: Striving for the highest quality in everything we do.

Compensation and Benefits

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance.
• Retirement savings plan with company match.
• Paid time off and holidays.
• Professional development opportunities.
• [Add any additional benefits specific to your company.]

Location

[Specify the job location, whether it’s on-site, remote, or hybrid, and any relevant details about the work environment.]

Equal Employment Opportunity

We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Hiring Process 📋

Our hiring process is designed to be thorough yet straightforward, ensuring we find the best fit for both you and our team.

Initial Screening Interview
A 30-minute phone or video interview with HR to verify your qualifications and assess your communication skills.

Hiring Manager Competency Interview
A detailed interview with the hiring manager focusing on your relationship management, sales performance, and financial product knowledge.

Chronological Interview
An in-depth discussion with a senior executive to explore your professional history and achievements in business banking.

Client Relationship Role-Play Work Sample
A practical exercise where you will demonstrate your ability to analyze a client's financial needs and recommend suitable banking solutions.

Final Stakeholder Interview
A meeting with a cross-functional team member to evaluate your cultural fit and collaboration potential within our organization.

Ideal Candidate Profile (For Internal Use)

Role Overview

We are looking for a motivated and experienced Business Banking Relationship Manager who excels in building and maintaining client relationships, driving sales growth, and providing exceptional financial solutions.

Essential Behavioral Competencies

1. Communication Skills: Ability to convey information clearly and effectively.
2. Analytical Thinking: Strong capability to analyze financial data and assess credit risks.
3. Sales Acumen: Proven track record in meeting and exceeding sales targets.
4. Relationship Building: Skilled in developing and nurturing long-term client relationships.
5. Team Collaboration: Ability to work well within a team to achieve common goals.

Goals For Role

1. Client Acquisition: Secure X new business banking clients within the first six months.
2. Revenue Growth: Achieve a Y% increase in portfolio revenue annually.
3. Customer Satisfaction: Maintain a client satisfaction rating of Z% or higher.
4. Process Improvement: Implement at least two improvements to enhance client service efficiency.

Ideal Candidate Profile

• Demonstrated history of high achievement in business banking or commercial lending.
• Strong written and verbal communication skills.
• Ability to quickly learn and articulate complex financial products.
• Excellent analytical and problem-solving skills.
• Superior time management and organizational abilities.
• Passionate about providing excellent customer service.
• Comfortable working in a [remote/hybrid/on-site] environment.
• [Location]-based or willing to work within [Company]'s primary time zone.