Business Banking Relationship Manager

Webster Financial
United States
Workplace: OnsiteFull timeUSD 110,000 - 170,000 annuallyFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: high_schoolSkills: ["Relationship management","Business development","Client acquisition","Negotiation","Regulatory compliance"]

Manage and grow a portfolio of business banking relationships within a target segment, combining deposit growth, loan production, and fee income expansion. Execute against segment KPIs, acquire new-to-bank business clients through prospecting and referral networks, and retain/expand existing relationships. Source and present credit proposals, negotiate quality loans with senior leadership and credit, cross-sell treasury management solutions, and ensure compliance with regulations and policies.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Webster Financial
Webster Financial
1 month ago

Business Banking Relationship Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 1 hour agoStatus: Live

Job Summary

Manage and grow a portfolio of business banking relationships within a target segment, combining deposit growth, loan production, and fee income expansion. Execute against segment KPIs, acquire new-to-bank business clients through prospecting and referral networks, and retain/expand existing relationships. Source and present credit proposals, negotiate quality loans with senior leadership and credit, cross-sell treasury management solutions, and ensure compliance with regulations and policies.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Execute against segment strategy and growth goals tied to core KPIs (new-to-bank business relationships, deposit growth, loan production, treasury management, and fee income).
  • •Develop and maintain networks of business contacts, COIs, community leaders, and referral sources to generate new business relationships and revenue.
  • •Manage and grow a client pipeline in line with production expectations while delivering an excellent client experience with cross-line-of-business partners.
  • •Source opportunities and present credit proposals/memos; work with senior leadership and credit to negotiate quality loans within policy and guidelines.
  • •Identify and cross-sell value-added treasury management solutions and uphold operational integrity by complying with regulations, policies, and procedures.

Pay and Benefits

Salary: USD 110,000 - 170,000 annually

Key Requirements

  • •3+ years of business banking relationship management sales experience, with experience developing and managing business relationships.
  • •5+ years managing relationships/banking experience.
  • •Understanding of treasury management products/services, including the ability to assess needs and recommend solutions.
  • •Experience in business/commercial credit and financial analysis, with the ability to independently package and present credit deals to segment leadership and credit (up to $2MM total credit exposure).
  • •Proven track record in business development, commercial loan origination, and relationship management, including pipeline and referral/COI management; commercial lending experience and ability to analyze, package, and present financing opportunities.
Experience:3+ yearsBusiness bankingCommercial lendingTreasury management
Education:High School
Skills:Relationship managementBusiness developmentClient acquisitionNegotiationRegulatory compliance

Company Brief

Webster Financial
Webster Financial is the holding company for Webster Bank, a U.S. regional bank providing commercial banking, consumer banking, and wealth management services. It serves businesses, individuals, and institutions across the Northeast.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Stamford, United States
Founded: 1935
WebsiteLinkedIn