Relationship Manager, Community Banking

Job Description

Relationship Manager, Small Business Banking | Confidential Employer

The Tone:
This is a full-time role at Confidential Employer, based in Rosemont, Illinois, USA, operating within its expansive network of community and commercial banking locations. The company offers sophisticated financial solutions across community banking, specialty finance, and wealth management services, while upholding a personalized, relationship-focused approach. This Relationship Manager role is fundamental to the company’s growth, directly contributing to the acquisition, retention, and expansion of valuable client relationships for small businesses, ensuring exceptional service and tailored financial guidance.

The TL;DR
• Role: Full Time
• Location: In-person – Rosemont, Illinois, USA
• Pay: $85000–$110000 yearly
• Mission: To acquire, retain, and expand new and existing loans, deposits, and treasury relationships while providing exceptional customer service.

What You’ll Actually Do
• Acquisition & Retention: Responsible for the acquisition, retention, and expansion of new and existing loans, deposit, and treasury relationships, contributing to annual goals tied to volume, cross-sales, and fee income.
• Portfolio Management: Manage and grow an existing customer portfolio, specifically with businesses that generally have up to $10M in revenue, by assessing and meeting their business and personal financial needs.
• Product & Structure Negotiation: Negotiate proper loan structure for clients and effectively cross-sell a broad range of banking products and services to maximize client value and bank revenue.
• Credit Excellence: Take ownership of credit sheet content and quality, collaborating closely with the portfolio management team to ensure successful and timely completion of credit-related tasks.
• Networking & Referrals: Develop an external network of centers of influence and work closely with internal partners to generate referrals, supporting continuous business growth and market presence.

The Must-Haves
• Background: Bachelor’s degree in business, finance, accounting, or a related major.
• Experience: Minimum 6 years of banking experience in a relationship management capacity.
• Skills: Solid understanding of general credit and risk principles, mitigates, and banking policies/procedures; exceptional verbal and written communication skills; prior B2B, small business banking, or consultative outside sales experience in financial services.
• Bonus: Completion of formal bank credit training.