Business Relationship Banker

Business Relationship Banker

The Business Relationship Banker is a field-based, growth-driven professional responsible for building and deepening relationships with small business clients while serving as a trusted financial advisor. This role is primarily performed outside of bank premises, with the banker customarily and regularly working in the field to source new business, conduct in-person client meetings, and engage with the local business community. The majority of working time is spent away from bank facilities conducting prospecting visits, attending networking events, and calling on prospects and existing clients at their places of business. The Business Relationship Banker drives revenue growth by proactively identifying prospects, presenting tailored financial solutions, and closing new business. Success in this position requires a strong background in outside sales and business development, a consultative approach to financial advising, and the ability to independently manage a pipeline and achieve pre-determined sales goals.

Core Responsibilities:

• Business Development & Relationship Expansion
• Consultative Financial Guidance
• Community Engagement & Partnerships
• Collaboration & Leadership

Additional Responsibilities:

• Complete all required compliance training annually.
• Adhere to First United Bank policies and procedures.
• Represent the bank professionally in all interactions and community involvement.
• Perform other duties as assigned to support organizational goals.

Employee Specifications:

• High School Diploma required; college coursework preferred.
• Minimum 3 years of outside sales, banking, or relevant business development experience with a demonstrated record of meeting or exceeding sales goals.
• Prior experience working primarily in the field or in a client-facing outside sales capacity strongly preferred.
• Proven ability to generate new business in the field and expand existing relationships through in-person sales activity.
• Strong consultative sales skills and financial acumen.
• Excellent communication, time management, and decision-making abilities.
• Ability to work independently in the field and manage multiple priorities without direct supervision.
• Self-motivated with the drive to meet and exceed sales goals while working autonomously outside of a traditional office environment.
• Professional demeanor and ethical conduct at all times.

All Locations: Schertz

First United Bank