Business Banking Relationship Manager
- Greater Sudbury, ON, Canada
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Job details
- Experience
- 37 years of experience in business banking, commercial banking, or financial services.
- Posting language
- English
Original job description
We are seeking a dynamic and results-oriented Business Banking Relationship Manager to manage and grow relationships with small to mid-sized business clients. This role is responsible for delivering tailored banking solutions, deepening client relationships, and ensuring high levels of client satisfaction while maintaining strong risk and compliance standards.
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Key Responsibilities:
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Develop and manage a portfolio of business clients, focusing on relationship building and revenue growth.
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Understand clients' financial needs and deliver appropriate banking solutions including loans, credit lines, treasury services, and deposits.
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Identify new business opportunities through market research, networking, and referrals.
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Provide excellent service and act as the primary point of contact for business clients.
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Analyze financial statements and credit reports to assess client creditworthiness and recommend loan structures.
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Work closely with internal departments (credit, risk, operations) to ensure timely processing and servicing of client requests.
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Maintain knowledge of industry trends, competitors, and regulatory requirements.
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Ensure adherence to internal policies, risk management standards, and compliance requirements.
Qualifications:
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Bachelors degree in Finance, Business, Economics, or related field (MBA preferred).
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37 years of experience in business banking, commercial banking, or financial services.
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Proven track record of meeting or exceeding sales and client satisfaction targets.
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Strong understanding of credit underwriting, financial analysis, and loan structuring.
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Excellent communication, interpersonal, and negotiation skills.
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Proficiency in CRM tools and banking software.
Key Competencies:
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Relationship management
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Strategic thinking and sales acumen
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Financial analysis and credit risk assessment
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Customer-centric approach
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Problem-solving and decision-making
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Team collaboration and coordination
More about this job
Responsibilities
The Business Banking Relationship Manager at Freelancerprox will build and manage a portfolio of business clients, recommend loans, credit lines, treasury services and deposits, and find new clients through networking and referrals. They will also coordinate with credit, risk and operations teams to process client requests.
Requirements
Candidates need a bachelor's degree in finance, business or economics (an MBA is preferred), 3 to 7 years of business or commercial banking experience, and a record of meeting sales targets. They also need strong credit underwriting, financial analysis, communication and negotiation skills, plus CRM and banking software proficiency.
Skills
- Relationship management
- Client portfolio management
- Business development
- Credit underwriting
- Financial statement analysis
- Credit risk assessment
- Loan structuring
- Treasury services
- Negotiation
- Sales
- Market research
- Regulatory compliance
- CRM software
- Banking software
- Communication
- Problem-solving
- Team collaboration
Categories
- Finance & Accounting
- Insurance
Keywords
- business banking
- relationship manager
- commercial banking
- small business lending
- mid-market clients
- credit underwriting
- financial analysis
- loan structuring
- credit risk assessment
- treasury services
- CRM
- banking software
- sales
- client retention
- compliance
- risk management
- portfolio management
- financial services
Seniority
Mid level
Tools
- CRM
- banking software
Fields of study
- Finance
- Business
- Economics