Relationship Manager II

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

📋 Description

• Drive profitable business growth while overseeing the quality of an existing portfolio of companies within the Newline vertical.

• Enhance relationships by utilizing Newline money movement services and technologies, such as sponsorship services, instant payments, and API connectivity.

• Lead and collaborate with One Bank partners to devise and execute relationship strategies for designated clients and prospects.

• Independently seek new opportunities through referrals, existing clients, and influential networks.

• Formulate and implement business plans aimed at achieving financial objectives and qualitative benchmarks.

• Work in partnership with internal One Bank teams to strengthen current relationships and attract potential clients.

• Attend community and industry events, conferences, and meetings to expand networks and enhance knowledge.

• Collaborate with product, risk, and operations teams to analyze, assess, and develop customized relationship strategies.

• Manage customer relationships to maximize banking opportunities while balancing risk and client needs.

• Regularly meet with customers to reinforce trusted-advisor relationships and ensure their business requirements are fulfilled.

• Employ consultative sales techniques, commercial playbook principles, and call reporting strategies.

• Utilize the Bank's CRM system for activity tracking, call documentation, and pipeline management.

• Collaborate with Credit on credit requests and adhere to Portfolio Management guidelines.

• Analyze and interpret financial data to determine suitable credit requests.

• Engage in industry events and community initiatives.

• Identify, assess, manage, monitor, and report risks that align with the Bank's risk appetite.

⛳️ Requirements

• Bachelor's or Master’s degree in Business (such as Business Administration, Finance, Accounting) or equivalent work experience is preferred.

• At least 4 years of experience in Commercial Banking, with a minimum of 3 years in a sales-related position.

• Required formal commercial banking training or experience in the payments industry.

• Ability to structure moderately complex financial scenarios.

• Demonstrated success in building new and existing client business, boosting revenue, and delivering a positive client experience.

• Strong business acumen, including in-depth analysis, financial statement evaluation, and an understanding of accounting principles.

• Comprehensive knowledge of Commercial, Treasury Management, and financing options.

• Capability to assess client needs, profitability factors, and corporate/personal life cycles to optimize financial solutions.

• Ability to foster strong internal partnerships within One Bank.

• Proficiency in impactful communication to groups, with the ability to adjust detail based on the audience.

• Proven skill in identifying and understanding business challenges, problems, and opportunities, while generating relevant options.

• Strong verbal and written communication capabilities, particularly in face-to-face negotiations.

• Proven track record of functioning in a team-based sales environment.

• Proficient in all Microsoft Office applications; familiarity with prospecting and CRM sales tools is preferred.

• Willingness to travel regionally or locally.

• Frequent travel may be required based on assignment.

🏝️ Benefits

• Eligibility for an incentive compensation plan based on company, line of business, and/or individual performance.

• Comprehensive benefits package that supports physical, financial, emotional, and social well-being.

• Benefits extend to employees and their families.

• Commitment to equal employment opportunities and fostering an inclusive culture.