Small Business Relationship Manager
Regions Bank
full-time
Posted on:
Location Type: Office
Location: Birmingham • Alabama • 🇺🇸 United States
Visit company websiteSalary
💰 $86,459 - $105,880 per year
Job Level
Mid-LevelSenior
About the role
- 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
Requirements
- Bachelor’s degree and four (4) years closely related client-facing financial services experience, including a minimum of two (2) years growing and managing a dedicated book of small business clients across an assigned territory
- High school diploma or GED and eight (8) years of closely related client-facing financial services experience, to include at least two (2) years growing and managing a dedicated book of small business clients across an assigned territory
- Credit/Analyst experience
- Customer service focus with experience handling complex transactions across multiple systems
- Developed analytical and problem-solving skills
- Developed negotiation abilities
- Developed verbal and written communication 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 relationship-building skills
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial services experiencecredit analysisbank lending programscredit policiesspecialty productsbusiness plan formulationrevenue optimizationclient relationship managementanalytical skillsproblem-solving skills
Soft skills
customer service focusnegotiation abilitiesverbal communication skillswritten communication skillsrelationship-building skillsbusiness acumencollaborationstrategic thinkingclient needs assessmentprospecting