Business Banking Relationship Managers


Indianapolis, IN

Industry: Financial Services


5 - 7 years

Posted 379 days ago

  by    Kevin Marshall

Business Banking Relationship Managers

Locations: Elmhurst IL, Naperville IL, Vernon Hills IL, Schaumburg IL, Indianapolis IN, Omaha NE, Oklahoma City OK,

Must be a USC or GC holder

Job description:

The Relationship Manager (RM) is responsible for managing a portfolio of commercial banking clients who require financial services and products to meet their needs.

In addition to being the primary point of contact and key financial advisor for the client, the RM is accountable for prospecting new business and retaining and deepening existing relationships. The RM analyzes the client's financial and operating strategies and recommends alternative or additional financial services to best meet the client's immediate and long-term personal and business needs. The RM will have the ability to forge relationships with the appropriate decision makers within the client company. The RM is also responsible for leading, directing and coordinating key extended team members in the analysis and execution in the effective delivery of their products and services to clients and prospects. This involves coordinating client involvement by the team's specialists in credit and payments. To effectively perform this role, the RM must be well versed in all of the company’s products and services for proper identification of cross-selling opportunities. The RM is expected to consistently network in the community and with centers of influence. in addition, requires management of all Client Management Process core training, plus advanced credit and Treasury Management courses; successful experience in complex transactions; excels at client management success factors; demonstrates leadership skills and mentors new associates.



5–10+ years Commercial Lending, Business Development, Commercial Credit and Portfolio Management experience in the commercial banking or middle market sector.  

Management of an extensive portfolio of clients with annual revenues of $10-$50 million.

Proven track record of prospecting new business and enhancing existing relationships. Proven sales skills and experience. Must be able to assess and analyze financial conditions of clients and the industry trends.

Must have excellent verbal and written communication skills and demonstrated leadership ability. Familiarity with sales force automation, such as ACT and other systems, a plus.

Undergraduatedegree in business, finance or economics preferred. Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client issues.

Ability to understand and interpret financial statements and cash flow analysis required.

Completion of formal credit training required.

$144K - $192K