Managing Director, Business Banking Relationship Manager (Boston, MA)

Webster Financial
Boston
Workplace: OnsiteFull timeUSD 150,000 - 180,000 annuallyFunction: Customer Success & Account ManagementExperience: 3+ yearsEducation: high_schoolSkills: ["Relationship management","Business development","Client experience","Pipeline management","Credit proposal preparation"]

Own and grow a portfolio of business banking relationships within a target segment by executing segment strategy and meeting KPI goals for new-to-bank relationships, deposit growth, loan production, and fee income. Build referral networks and manage a strong sales pipeline. Source and present credit proposals, cross-sell treasury management solutions, and ensure regulatory and operational integrity while collaborating with internal teams to deliver exceptional client experiences.

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Webster Financial
Webster Financial
1 month ago

Managing Director, Business Banking Relationship Manager (Boston, MA)

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Last checked: 1 hour agoStatus: Live

Job Summary

Own and grow a portfolio of business banking relationships within a target segment by executing segment strategy and meeting KPI goals for new-to-bank relationships, deposit growth, loan production, and fee income. Build referral networks and manage a strong sales pipeline. Source and present credit proposals, cross-sell treasury management solutions, and ensure regulatory and operational integrity while collaborating with internal teams to deliver exceptional client experiences.
Location: Boston
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Director level

Key Responsibilities

  • •Execute the segment strategy and growth goals across core KPIs, including new-to-bank business relationships, deposit growth, loan production, and fee income.
  • •Develop and maintain a network of business contacts, COIs, community leaders, and referral sources to create new business relationships and generate revenue.
  • •Manage and grow the client pipeline to meet production expectations.
  • •Source opportunities and present effective credit proposals/memos; collaborate with senior leadership and credit to negotiate quality loans within policy and guidelines.
  • •Cross-sell treasury management solutions, ensure compliance with regulations/policies/procedures, and deliver an excellent client experience through collaboration with internal partners.

Pay and Benefits

Salary: USD 150,000 - 180,000 annually

Key Requirements

  • •3+ years of business banking relationship management sales experience, developing and managing business relationships.
  • •5+ years of managing relationships/banking experience.
  • •Understanding of treasury management products and services, including identifying needs and proposing solutions.
  • •Experience in business/commercial credit and financial analysis, with ability to independently package and present credit deals to segment leadership and credit team.
  • •Proven business development success and relationship management skills, including managing a sales pipeline and building COI/referral sources.
Experience:3+ yearsBusiness banking
Education:High School
Skills:Relationship managementBusiness developmentClient experiencePipeline managementCredit proposal preparation

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