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Small Business Relationship Manager

Small Business Relationship Manager

Regions FinancialBaton Rouge, LA, US
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Small Business Relationship Manager

At Regions, the Small Business Relationship Manager focuses on delivery of credit, products, and service solutions within a dedicated geographic area and primarily targets general-industry clients with revenues up to $20MM.

Primary Responsibilities

  • Identifies, acquires, and grows new relationships with small business clients
  • Delivers knowledgeable advice and solutions to grow small business relationships and optimize revenue opportunities
  • Assesses the client's financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services to help the client succeed financially
  • Provides small business relationship management with existing customers to fully understand their business, objectives, strategies, and challenges
  • Collaborates with branches and product partners
  • Plans and executes quality client / prospecting calls
  • May leverage knowledge and experience to provide guidance on best practices to team members with less experience

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

This position is incentive eligible.

Requirements

  • Bachelor's degree and six (6) years closely related client-facing financial services experience, including a minimum of four (4) years growing and managing a dedicated book of small business clients across an assigned territory
  • High school diploma or GED and ten (10) years of closely related client-facing financial services experience, to include at least four (4) years growing and managing a dedicated book of small business clients across an assigned territory
  • Preferences

  • Credit / Analyst experience
  • Skills and Competencies

  • Customer service focus with experience handling complex transactions across multiple systems
  • Excellent analytical and problem-solving skills
  • Excellent relationship-building skills
  • Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
  • Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
  • Strong business acumen to provide financial services consultation to small business clients
  • Strong negotiation abilities
  • Strong verbal and written communication skills
  • Full time

    Compensation Details

    Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include : experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

    Job Range Target :

    Minimum : $106,543.25 USD

    Median : $131,090.00 USD

    Incentive Pay Plans : This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.

    Benefits Information :

    Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

  • Paid Vacation / Sick Time
  • 401K with Company Match
  • Medical, Dental and Vision Benefits
  • Disability Benefits
  • Health Savings Account
  • Flexible Spending Account
  • Life Insurance
  • Parental Leave
  • Employee Assistance Program
  • Associate Volunteer Program
  • Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.

    Location Details

    Location : New Orleans, Louisiana

    Equal Opportunity Employer / including Disabled / Veterans

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