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Small Business Relationship Manager

Small Business Relationship Manager

Regions FinancialBirmingham, AL, US
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Job Title

At Regions, the Small Business Relationship Manager focuses on delivery of credit, products, and service solutions within a dedicated geographic area and targets small business clients with revenues of $3MM to $10MM.

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

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 four (4) years closely related client-facing financial services experience, including a minimum of two (2) years growing and managing a dedicated book of small business clients across an assigned territory
  • High school diploma or GED and eight (8) years of closely related client-facing financial services experience, to include at least two (2) 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
  • Developed analytical and problem-solving skills
  • Developed negotiation abilities
  • Developed verbal and written communication 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 relationship-building skills
  • This position may be filled at a higher level depending on the candidate's qualifications and relevant experience
  • 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 : $86,459.45 USD Median : $105,880.00 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 : Regions Center

    Location : Birmingham, Alabama

    Equal Opportunity Employer / including Disabled / Veterans

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