Managing Director, BB Relationship Management

Webster Financial
United States
Workplace: OnsiteFull timeUSD 140,000 - 170,000 annuallyFunction: Executive & General ManagementExperience: 3+ yearsEducation: high_schoolSkills: ["Client relationship management","Business development","Negotiation","Credit proposal packaging","Pipeline management"]

Lead and grow a portfolio of Business Banking clients by executing segment strategy and meeting KPI targets across new-to-bank relationships, deposit growth, loan production, and fee income. Build and maintain referral networks, manage a sales pipeline, and deliver exceptional client experience in collaboration with banking centers and cross-line partners. Source opportunities, develop credit proposals/memos, negotiate quality loans with leadership and credit, and cross-sell treasury management solutions while ensuring regulatory and operational compliance.

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Webster Financial
Webster Financial
1 month ago

Managing Director, BB Relationship Management

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Job Summary

Lead and grow a portfolio of Business Banking clients by executing segment strategy and meeting KPI targets across new-to-bank relationships, deposit growth, loan production, and fee income. Build and maintain referral networks, manage a sales pipeline, and deliver exceptional client experience in collaboration with banking centers and cross-line partners. Source opportunities, develop credit proposals/memos, negotiate quality loans with leadership and credit, and cross-sell treasury management solutions while ensuring regulatory and operational compliance.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: President level

Key Responsibilities

  • •Contribute to segment growth by executing segment strategy and meeting KPI targets for new-to-bank relationships, deposits, loan production, and overall fee income.
  • •Develop and maintain a network of business contacts, COIs, community leaders, and referral sources to generate new business relationships.
  • •Manage and grow a business banking pipeline consistent with production expectations.
  • •Source opportunities and prepare effective credit proposals/memos for consideration; negotiate quality loans within established policy and guidelines.
  • •Cross-sell treasury management solutions and ensure operational integrity by complying with regulations, policies, and procedures.

Pay and Benefits

Salary: USD 140,000 - 170,000 annually

Key Requirements

  • •At least 3+ years of Business Banking Relationship Management sales experience, developing and managing business relationships; 5+ years managing relationships/banking experience.
  • •Understand treasury management products/services to identify customer needs and offer solutions.
  • •Experience with business/commercial credit, financial analysis, and lending policy; package and present credit deals to segment leadership and credit team up to $2MM total credit exposure.
  • •Proven track record of business development success, commercial loan origination, and relationship management.
  • •High school diploma or GED required (advanced degrees preferred).
Experience:3+ yearsBusiness bankingCommercial lendingTreasury managementRelationship managementCreditFinancial services
Education:High School
Skills:Client relationship managementBusiness developmentNegotiationCredit proposal packagingPipeline management

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