Business Banking Virtual Relationship Manager

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Oversee a designated portfolio of loan and deposit relationships with small business clients through virtual channels.

• Generate new business opportunities utilizing digital tools and technologies.

• Manage risk and make credit-related decisions.

• Provide service to existing clients within assigned regions via the bank’s relationship management program.

• Collaborate with branch partners to market to business clients and promote additional bank products.

• Establish new banking relationships and support existing clients through remote interactions.

• Meet established objectives, call quotas, and product sales targets.

• Build networks with accountants, attorneys, and other referral sources.

• Assess credit information and loan applications; suggest loan structures to mitigate risk.

• Negotiate with underwriters and clients to optimize revenue while reducing risk.

• Manage approximately 15 to 40 relationship-managed clients.

• Engage in business banking and retail sales initiatives, as well as civic and cultural organizations.

• Comply with operational risk controls and regulatory standards.

• Maintain internal control standards and execute audit and regulatory action items.

• Perform other related tasks as assigned.

⛳️ Requirements

• Bachelor’s degree with two years of relevant sales or credit experience, or alternatively, a minimum of 6 years of higher education and/or applicable work experience.

• Strong credit skills required for evaluating loan applications.

• Proficiency with virtual meeting platforms and associated technologies.

• Capability to read and analyze financial statements and tax returns.

• Excellent interpersonal and presentation skills.

• Good knowledge of Cash Management, Merchant Services, and Trade Services products available to Business Banking customers (preferred).

• Familiarity with personal computers and department software (preferred).

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and career advancement.

• Flexible work arrangements.

• Employee discounts on banking products and services.