Elevate Business Performance Manager

Dream First Bank

Job Description

Description:

Elevate at Dream First Bank is seeking a driven and relationship-focused Business Performance Manager to support the growth and success of our commercial clients. This role blends relationship management, strategic sales, and financial consulting, with a focus on delivering a customized, white-glove banking experience.

You will be responsible for developing new commercial relationships, strengthening existing ones, and delivering tailored treasury and deposit solutions aligned with each client’s operational and financial goals.

Key Responsibilities

Business Development & Sales

Generate new commercial deposit relationships through warm outreach, and referrals
Identify opportunities to expand existing client relationships
Partner with Commercial Lenders to source and refer loan opportunities

Relationship Management

Serve as the primary contact for business clients on all non-lending needs
Deliver a high-touch, consultative client experience
Conduct ongoing relationship reviews to align services with client needs

Treasury & Deposit Strategy

Analyze and restructure client accounts into optimized banking solutions
Implement treasury tools (ACH, wires, remote deposit, etc.)
Build strategic deposit plans utilizing IntraFi for FDIC coverage and yield optimization

Financial Process Consulting

Evaluate Accounts Payable and Accounts Receivable workflows
Recommend efficiency improvements and automation strategies
Apply and educate clients on Profit First account structuring

Fraud Mitigation

Educate clients on fraud risks and prevention strategies
Implement tools and best practices to reduce exposure

Team Collaboration

Work alongside lenders and internal teams on joint client strategies
Participate in team-based client calls
Contribute to Elevate’s collaborative culture

Requirements:

Qualifications

Experience in banking, treasury services, or commercial relationship management
Strong sales and business development mindset
Ability to analyze financial structures and deliver customized solutions
Knowledge of treasury services and deposit strategies (IntraFi preferred)
Strong communication and client-facing skills
Highly organized and self-motivated
Team-oriented approach

Travel Requirements

Travel across market locations required
Occasional overnight travel with advance notice

Why Elevate

Elevate delivers a white-glove banking experience focused on customization, responsiveness, and long-term partnership. This role is ideal for someone who wants to make a direct impact on client success while growing meaningful business relationships.

Apply

Vacancy posted 20 days ago

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