Small Business Relationship Manager jobs in United States
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Regions Bank · 1 month ago

Small Business Relationship Manager

Regions Bank is dedicated to offering performance-driven individuals a place to build a career. The Small Business Relationship Manager focuses on delivering credit, products, and service solutions to small business clients, primarily targeting those with revenues up to $20MM.

BankingInsurance

Responsibilities

Identifies, acquires, and grows new relationships with small business clients
Delivers knowledgeable advice and solutions to grow small business relationships and optimize revenue opportunities
Assesses the client's financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services to help the client succeed financially
Provides small business relationship management with existing customers to fully understand their business, objectives, strategies, and challenges
Collaborates with branches and product partners
Plans and executes quality client/prospecting calls
May leverage knowledge and experience to provide guidance on best practices to team members with less experience

Qualification

Client-facing financial servicesSmall business relationship managementBank lending programs knowledgeAnalytical skillsMicrosoft Office proficiencyNegotiation abilitiesCustomer service focusRelationship-building skillsVerbal communication skillsWritten communication skills

Required

Bachelor's degree and six (6) years closely related client-facing financial services experience, including a minimum of four (4) years growing and managing a dedicated book of small business clients across an assigned territory
High school diploma or GED and ten (10) years of closely related client-facing financial services experience, to include at least four (4) years growing and managing a dedicated book of small business clients across an assigned territory
Customer service focus with experience handling complex transactions across multiple systems
Excellent analytical and problem-solving skills
Excellent relationship-building skills
Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
Strong business acumen to provide financial services consultation to small business clients
Strong negotiation abilities
Strong verbal and written communication skills

Preferred

Credit/Analyst experience

Benefits

Paid Vacation/Sick Time
401K with Company Match
Medical, Dental and Vision Benefits
Disability Benefits
Health Savings Account
Flexible Spending Account
Life Insurance
Parental Leave
Employee Assistance Program
Associate Volunteer Program

Company

Regions Bank

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Regions Financial Corporation is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services.

Funding

Current Stage
Late Stage
Total Funding
unknown
2018-04-06Acquired

Leadership Team

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Brian Happel
Executive Vice President and Fort Worth Market CEO
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Daniel Hobbs
Executive Vice President, Head of Corporate Finance and Business Lines CFO
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Company data provided by crunchbase