Small Business Relationship Manager

1 month ago

Dallas, Texas, United States Regions Full time

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

At Regions, the Small Business Relationship Manager focuses on delivery of credit, products, and service solutions within a dedicated geographic area and primarily 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**

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.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$84,679.56 USD

50th Percentile:

$109,273.50 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.Location:Dallas, Texas

Bring Your Whole Self to Work

We have a passion for creating an inclusive environment that promotes and values the differences that make each of us stand out as unique individuals and help provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work and thrive is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

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