What are the responsibilities and job description for the Relationship Banking Manager (RBM) position at Jobot?
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Job details
Drive Growth & Build Lasting Client Partnerships
This Jobot Job is hosted by Emily Klopfenstein
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $90,000 - $150,000 per year
A Bit About Us
We are committed to delivering top-tier financial solutions to businesses, fostering strong client relationships, and driving economic growth. Our team thrives on collaboration, innovation, and a deep understanding of our clients' needs. By combining expertise in commercial lending, treasury management, and relationship banking, we empower businesses to reach their full potentia
Why join us?
The Relationship Banking Manager (RBM) manages a portfolio of commercial clients, providing tailored financial solutions to meet their needs. Acting as the primary point of contact, the RBM is responsible for acquiring, expanding, and deepening relationships while ensuring profitability and client satisfaction. This role involves leading a cross-functional team, collaborating with credit, treasury, and product partners, and executing strategic relationship management.
The RBM actively networks within the business community, sourcing and structuring commercial real estate and business lending opportunities. Responsibilities include assessing financial risk, underwriting loan applications, and presenting opportunities to leadership.
Key Responsibilities
Business Development & Client Management
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Job details
Drive Growth & Build Lasting Client Partnerships
This Jobot Job is hosted by Emily Klopfenstein
Are you a fit? Easy Apply now by clicking the "Easy Apply" button and sending us your resume.
Salary $90,000 - $150,000 per year
A Bit About Us
We are committed to delivering top-tier financial solutions to businesses, fostering strong client relationships, and driving economic growth. Our team thrives on collaboration, innovation, and a deep understanding of our clients' needs. By combining expertise in commercial lending, treasury management, and relationship banking, we empower businesses to reach their full potentia
Why join us?
- Exciting Growth Potential – Expand and manage a high-value portfolio with opportunities for professional advancement.
- Collaborative Team Environment – Work closely with credit, treasury, and product specialists to deliver tailored financial solutions.
- Community-Focused Mission – Engage with local businesses, professionals, and community leaders to strengthen financial partnerships.
- Competitive Compensation & Benefits – Enjoy industry-leading incentives, comprehensive benefits, and performance-driven rewards.
- Cutting-Edge Resources – Leverage advanced financial tools, technology, and a strong support system to succeed.
- Autonomy & Leadership – Take ownership of client relationships and drive strategic initiatives in a fast-paced environment.
The Relationship Banking Manager (RBM) manages a portfolio of commercial clients, providing tailored financial solutions to meet their needs. Acting as the primary point of contact, the RBM is responsible for acquiring, expanding, and deepening relationships while ensuring profitability and client satisfaction. This role involves leading a cross-functional team, collaborating with credit, treasury, and product partners, and executing strategic relationship management.
The RBM actively networks within the business community, sourcing and structuring commercial real estate and business lending opportunities. Responsibilities include assessing financial risk, underwriting loan applications, and presenting opportunities to leadership.
Key Responsibilities
Business Development & Client Management
- Identify and acquire new commercial banking relationships.
- Expand and manage a portfolio of business clients, serving as their primary advisor.
- Build and maintain strong professional networks with brokers, attorneys, and other referral sources.
- Cross-sell financial products and services to optimize client solutions.
- Source, underwrite, and structure commercial real estate and business loans.
- Evaluate borrower financials, assess creditworthiness, and negotiate loan terms.
- Work closely with credit teams to ensure sound underwriting and timely approvals.
- Monitor portfolio performance and conduct regular financial reviews.
- Represent the bank in the business community through networking and events.
- Lead local marketing initiatives, including sponsorships and client engagement activities.
- Drive brand visibility and act as a key contact for financial solutions in the market.
- Bachelor’s degree in finance, real estate, or related field.
- 5 years of experience in commercial lending, underwriting, or relationship banking.
- Strong knowledge of commercial real estate, C&I, and SBA loan structuring.
- Exceptional credit analysis and financial statement evaluation skills.
- Expertise in banking products, regulatory requirements, and risk assessment.
- Strong communication, sales, and relationship-building abilities.
- Proficiency in Microsoft Office, particularly Excel.
Want to learn more about this role and Jobot?
Click our Jobot logo and follow our LinkedIn page!
Salary : $90,000 - $150,000
