Freelancerprox · 5 months ago
Business Banking Relationship Manager
Washington D.C., District of Columbia, United States
Full-time
Onsite
Mid Level
3+ years expFreelancerprox is seeking a dynamic and results-oriented Business Banking Relationship Manager to manage and grow relationships with small to mid-sized business clients. This role is responsible for delivering tailored banking solutions, deepening client relationships, and ensuring high levels of client satisfaction while maintaining strong risk and compliance standards.
Human Resources
Responsibilities
Develop and manage a portfolio of business clients, focusing on relationship building and revenue growth
Understand clients' financial needs and deliver appropriate banking solutions including loans, credit lines, treasury services, and deposits
Identify new business opportunities through market research, networking, and referrals
Provide excellent service and act as the primary point of contact for business clients
Analyze financial statements and credit reports to assess client creditworthiness and recommend loan structures
Work closely with internal departments (credit, risk, operations) to ensure timely processing and servicing of client requests
Maintain knowledge of industry trends, competitors, and regulatory requirements
Ensure adherence to internal policies, risk management standards, and compliance requirements
Qualification
Required
Bachelors degree in Finance, Business, Economics, or related field (MBA preferred)
3-7 years of experience in business banking, commercial banking, or financial services
Proven track record of meeting or exceeding sales and client satisfaction targets
Strong understanding of credit underwriting, financial analysis, and loan structuring
Excellent communication, interpersonal, and negotiation skills
Proficiency in CRM tools and banking software
Preferred
MBA preferred
Company
Freelancerprox
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase