Business Banking Relationship Manager

Job Summary Provide comprehensive financial solutions to small businesses with annual revenues up to $20million while actively managing and deepening relationships with high‑value and opportunistic clients. Support the profitability growth of the small business customer base, identify and pursue new client opportunities through prospecting, networking, and developing external referral sources, and open core small business accounts in accordance with procedural guidelines. Key Responsibilities Manage the end‑to‑end client journey to deliver on client needs and drive sales opportunities while mitigating risk. Identify and refer specialized small business opportunities and solutions to clients while conducting relationship reviews. Deliver a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time. Foster relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities. Leverage knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short‑ and long‑term business goals. Support execution of the sales delivery model to achieve targeted performance and growth of the bank’s Small Business segment. Coach, develop, guide, and deliver feedback to associates and clients while embodying a client‑ and employee‑centric culture. Required Qualifications Proven success in consultative sales in financial services or in business‑to‑business sales. Ability to demonstrate examples of improving a specific business’s financial outcomes by interpreting financial statements and recommending specific levers. Passion for outside sales and enjoyment of prospecting. Desire to enhance existing relationships and exceed sales goals. Analytical ability to assess client financial conditions and industry trends. Proficiency in interpreting financial statements and cash‑flow analysis. Excellent communication skills and demonstrated leadership ability. Enjoyment of partnering and negotiating with a team of bank employees to solve client issues. Demonstrated management of a client portfolio focused on relationship development and deepening. Thorough knowledge of small business financial products and services. Familiarity with CRM platforms and other banking systems. Desired Qualifications Community leadership experience. Strong computer skills with an ability to multitask in a demanding environment. Undergraduate degree in business, finance or economics preferred or seven years relevant work experience. Skills Client Experience Branding Client Management Client Solutions Advisory Customer & Client Focus Pipeline Management Credit Documentation Requirements Financial Analysis Oral Communications Prioritization Written Communications Coaching Interpret Relevant Laws, Rules, and Regulations Prospecting Risk Management Minimum Education & Other Requirements High School Diploma/GED or equivalent work experience. Schedule & Compensation Shift: 1st shift (United States of America). Hours per week: 40. Pay range: $90,000.00 – $110,000.00 annualized salary, awards to be determined based on experience, education, and skill set. Eligible for a formulaic incentive plan with monthly, quarterly, and/or annual incentive opportunities earned based on performance against defined metrics. Benefits: Eligible for standard bank benefits, including paid time off and additional offerings supporting employees’ well‑being. Location Newport Beach, CA – 520 Newport Center Dr, Newport Beach (CA 6814). #J-18808-Ljbffr