Small Business Relationship Manager

3 weeks ago


New Orleans, United States Regions Financial Full time

Small Business Relationship ManagerAt 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 ResponsibilitiesIdentifies, acquires, and grows new relationships with small business clientsDelivers knowledgeable advice and solutions to grow small business relationships and optimize revenue opportunitiesAssesses 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 financiallyProvides small business relationship management with existing customers to fully understand their business, objectives, strategies, and challengesCollaborates with branches and product partnersPlans and executes quality client/prospecting callsMay leverage knowledge and experience to provide guidance on best practices to team members with less experienceThis position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.This position is incentive eligible.RequirementsBachelor'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 territoryHigh 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 territoryPreferencesCredit/Analyst experienceSkills and CompetenciesCustomer service focus with experience handling complex transactions across multiple systemsExcellent analytical and problem-solving skillsExcellent relationship-building skillsExtensive knowledge and understanding of bank lending programs, credit policies, and specialty productsProficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)Strong business acumen to provide financial services consultation to small business clientsStrong negotiation abilitiesStrong verbal and written communication skillsFull timeCompensation DetailsPay 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 USDMedian: $131,090.00 USDIncentive 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 Time401K with Company MatchMedical, Dental and Vision BenefitsDisability BenefitsHealth Savings AccountFlexible Spending AccountLife InsuranceParental LeaveEmployee Assistance ProgramAssociate Volunteer ProgramPlease note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.Location DetailsLocation: New Orleans, LouisianaEqual Opportunity Employer/including Disabled/Veterans



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