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Relationship Manager jobs in United States
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The Business Bank (formerly Bank of Burlington) · 15 hours ago

Relationship Manager

The Business Bank is a locally owned institution dedicated to providing exceptional service and fostering strong relationships with customers. The Relationship Manager will develop and manage a portfolio of commercial and business banking relationships, focusing on loan and deposit growth while serving as a trusted advisor to clients.
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Responsibilities

Proactively source and close new commercial relationships to meet or exceed loan and core deposit growth goals
Develop calling plans and referral strategies targeting local businesses, professionals, and community partners
Generate new loan production across C&I, owner-occupied CRE, and non-owner occupied CRE
Drive core deposit growth through operating accounts and treasury management services
Participate in pipeline meetings, portfolio reviews, and strategic planning
Represent the bank at community, networking, and business development events
Serve as the primary point of contact for assigned commercial clients
Conduct regular relationship reviews to identify growth, retention, and risk opportunities
Monitor portfolio performance, covenant compliance, and credit quality
Coordinate with credit, operations, and treasury teams to deliver timely service
Structure loans consistent with bank policy, regulatory guidance, and risk appetite
Prepare complete and accurate credit packages, including financial analysis and cash flow assessment
Present credit requests to loan committees as needed
Identify and address early warning signs of credit deterioration
Ensure compliance with all bank policies, procedures, and regulatory requirements

Qualification

Commercial banking experienceCredit analysis skillsFinancial statement interpretationTreasury management knowledgeRelationship managementBusiness developmentCommunication skillsNegotiation skills

Required

Bachelor's degree in Finance, Business, or related field (or equivalent experience)
7+ years of commercial banking or business lending experience
Proven track record of generating new loans and deposits
Strong credit analysis and financial statement interpretation skills
Excellent relationship, communication, and negotiation skills
Strong understanding of treasury management and deposit products

Preferred

Existing local business and referral network

Benefits

Medical Insurance
Health Savings Account w/ company contribution
Dental Insurance
Vision Insurance
Life/AD&D Insurance
Short/Long-Term Disability
Optional Supplemental Life Insurance
401(k) w/ company match
Generous Paid Time Off Policy

Company

The Business Bank (formerly Bank of Burlington)

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We started The Business Bank (formerly Bank of Burlington) because we know that business waits for no one.

Funding

Current Stage
Early Stage

Leadership Team

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Geoffrey Hesslink
CEO/Chairman
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Thomas H. Moody
Co-Founder
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Company data provided by crunchbase