Managing the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
Identifying and referring specialized small business opportunities and solutions to clients while conducting small business relationship reviews
Delivering a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
Fostering relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
Leveraging knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
Supporting execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
Coaching, developing, guiding, and delivering feedback to associates and clients while embodying a client and employee-centric culture

Proven success in consultative sales in financial services and/or business-to-business sales
Demonstrated success improving business financial outcomes by interpreting financial statements and recommending specific levers
Passionate about outside sales and enjoys spending time prospecting
Motivated to enhance existing relationships and exceed sales goals
Can analyze financial conditions of clients and industry trends
Can understand and interpret financial statements and cash flow analysis
Excellent communication skills and demonstrated leadership ability
Enjoys partnering and negotiating with a team of bank employees to solve client issues
Demonstrated management of a client portfolio with focus on relationship development and deepening
Thorough knowledge of small business financial products and services
Familiarity with CRM platforms and other banking systems

Business Banking Relationship Manager

Key skills