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First seen by our source: 26 days ago

Business Banking Relationship Manager

@ Freelancerprox

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Greater Sudbury, Ontario

3+ years experience
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Overview

Freelancerprox is hiring a Business Banking Relationship Manager to manage and grow relationships with small and mid-sized business clients. The role delivers tailored banking solutions, analyzes financial statements and credit reports, and meets sales and client satisfaction targets while meeting risk and compliance standards.

Responsibilities:

  • Manage and grow a portfolio of small and mid-sized business clients
  • Recommend loans, credit lines, treasury services and deposits
  • Analyze financial statements and credit reports
  • Coordinate with credit, risk and operations teams
  • Identify new business through market research and referrals

Requirements summary:

  • Bachelor's degree in finance, business or economics; MBA preferred
  • 3 to 7 years in business or commercial banking
  • Proven record of meeting sales and client targets
  • Credit underwriting and financial analysis skills
  • CRM and banking software proficiency

Tools & skills

CRMbanking software
Source and dates

Source type not verified · manatal

Employer posting date
Not provided
First seen by our source
2026-10-12
Source record updated
2026-10-12

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityMid level
DepartmentBusiness development
Experience3+ years
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
EducationBachelor’s degree (required), Master’s degree (preferred)
Fields of studyFinance, Business, Economics

Summary and details written by AI from the posting; the employer’s posting is the authority.

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Freelancerprox

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FieldValue
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Job description

We are seeking a dynamic and results-oriented Business Banking Relationship Manager to manage and grow relationships with small to mid-sized business clients. This role is responsible for delivering tailored banking solutions, deepening client relationships, and ensuring high levels of client satisfaction while maintaining strong risk and compliance standards.

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Key Responsibilities:

  • Develop and manage a portfolio of business clients, focusing on relationship building and revenue growth.

  • Understand clients' financial needs and deliver appropriate banking solutions including loans, credit lines, treasury services, and deposits.

  • Identify new business opportunities through market research, networking, and referrals.

  • Provide excellent service and act as the primary point of contact for business clients.

  • Analyze financial statements and credit reports to assess client creditworthiness and recommend loan structures.

  • Work closely with internal departments (credit, risk, operations) to ensure timely processing and servicing of client requests.

  • Maintain knowledge of industry trends, competitors, and regulatory requirements.

  • Ensure adherence to internal policies, risk management standards, and compliance requirements.

Qualifications:

  • Bachelors degree in Finance, Business, Economics, or related field (MBA preferred).

  • 37 years of experience in business banking, commercial banking, or financial services.

  • Proven track record of meeting or exceeding sales and client satisfaction targets.

  • Strong understanding of credit underwriting, financial analysis, and loan structuring.

  • Excellent communication, interpersonal, and negotiation skills.

  • Proficiency in CRM tools and banking software.

Key Competencies:

  • Relationship management

  • Strategic thinking and sales acumen

  • Financial analysis and credit risk assessment

  • Customer-centric approach

  • Problem-solving and decision-making

  • Team collaboration and coordination

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