Overview
This role manages and coaches Business Banking Relationship Managers (and potentially Business Banking Market Managers) within the < $10MM revenue segment. The position is responsible for driving growth, operational excellence, and client experience goals, while directing execution of the Business Banking playbook.
Responsibilities
Performance and Talent Management
- Provide ongoing feedback, coaching, and direction to Relationship Managers and leaders through regular individual sales meetings, team meetings, and joint calling efforts.
- Ensure sales effectiveness and performance management outcomes are achieved, as tracked through weekly and monthly reporting.
- Use established onboarding tools and resources to support new team member assimilation and early success.
Business Development
- Lead portfolio and business planning efforts to grow primary client relationships and acquire new prospective relationships aligned to deposit, loan, and fee goals.
- Lead prospect strategies for new client relationships using referral sources, existing clients, and centers of influence.
- Maintain active and visible community and industry involvement to expand relationship networks and stay informed about market trends, industry practices, services, and competitive dynamics.
- Ensure customer relationships are managed to maximize revenue contribution while mitigating risk and addressing client needs.
- Partner with internal and external product teams to develop tailored relationship strategies for key clients and prospects.
- Lead One Bank approach across applicable products and services with the goal of being the client’s primary bank.
Client Experience
- Oversee execution and follow-through on One Bank meetings, pre-call planning, the One Bank Consultative Sales approach, and timely post-call follow-up.
- Ensure consistent and effective utilization of the client relationship management system for client activity tracking, call reporting, and pipeline management.
Credit Excellence
- Develop strong partnerships with credit partners and ensure adherence to portfolio management guidelines and credit policy.
- Ensure team achievement of credit standards and metrics related to asset quality, credit administration, renewals, financial documentation, and covenant monitoring.
- Monitor client financial performance, condition, and industry trends to ensure credit exposure remains within acceptable risk tolerances and is appropriately structured and priced.
Risk Management
- Exchange ideas and opinions openly, elevate concerns, and personally follow policies and procedures as defined.
- Ensure actions and behaviors drive a positive customer experience.
- Within the bank’s risk appetite, identify, assess, manage, monitor, and report risks of all types.
Supervisory Responsibilities
- Provide timely, candid, and constructive performance feedback.
- Develop employees to their fullest potential and provide challenging opportunities that enhance development and career growth.
- Build an appropriate talent pipeline to ensure bench strength and succession planning.
- Recognize and reward employee accomplishments.
Requirements
- Bachelor’s degree in accounting, finance, economics, or related business field.
- 8+ years of business banking or commercial lending experience.
- Excellent interpersonal, written, and verbal communication skills.
- Demonstrated sales and negotiation experience within a disciplined consultative selling framework.
- Formal credit training and underwriting experience preferred, with the ability to analyze complex financial data.
- Ability to manage multiple priorities in a dynamic, performance-driven environment.
Compensation & Benefits
- Total Base Pay Range: $121,900.00 - $262,100.00 USD Annual
- Eligible to participate in an incentive compensation plan, with payment based upon company, line of business and/or individual performance.
- Comprehensive benefits programs supporting physical, financial, emotional, and social well-being.
Location
Additional Notes
- Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Resumes are not accepted from agencies without an active agreement. Unsolicited resumes may be considered the property of the employer, and the employer will not be responsible for any associated fee.
- Equal employment opportunity is provided in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status, or any other legally protected status.