Business Banking Relationship Manager

4 weeks ago


Philadelphia, Pennsylvania, United States Fulton Bank Full time
Job Summary

As a Business Banking Relationship Manager at Fulton Bank, you will play a pivotal role in contributing to the profitability and growth of the Business Banking segment. Your primary responsibility will be to build and maintain strong relationships with new and existing business clients, serving as their primary point of contact for all banking needs.

Key Responsibilities

* Identify, source, and develop new business opportunities with lending, deposit, and other financial service needs, utilizing the Fulton sales strategies.
* Conduct thorough research to understand potential clients' needs, challenges, and financial goals.
* Execute effective prospecting strategies to expand the client base.
* Build and maintain strong relationships with existing business clients, serving as their primary point of contact for all banking needs.
* Expand and identify new loan, deposit, and other financial services opportunities within existing client base.
* Regularly engage with clients to understand their evolving requirements and provide tailored financial solutions.
* Understand client's business model and cash flow.
* Provide annual relationship reviews to understand client's needs and future plans.
* Serve as a trusted advisor and provide insights and recommendations to help clients achieve their business objectives.

Requirements

* Bachelor Degree or the equivalent experience. Specialty: business administration or related field.
* 3 or more years Business or Commercial Banking, Consumer Banking or Business Banking experience.
* Excellent verbal and written communication skills.
* Experience in establishing new business relationships and retaining/growing existing relationships.
* Proficiency in basic computer applications, such as Microsoft Office software products and CRM software.
* In-depth knowledge of Business Banking products and services and ability to analyze financial statements and assess risk.
* Excellent negotiation skills.
* Ability to balance needs of clients with associated risks and interests of the company.

Additional Information

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding, and acting on the contents of all Company-assigned and/or job-related Compliance Programs, regulations, and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates.

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