Small Business Relationship Manager - Concord

U.S. Bancorp
Concord
Workplace: OnsiteFull timeUSD 97,560 - 119,240Function: Customer Success & Account ManagementExperience: 3-4 yearsSkills: ["Consultative selling","Relationship management","Financial analysis","Underwriting judgment","Client communication"]

Manage and grow a portfolio of complex small business clients by deepening existing relationships and prospecting for new opportunities. Conduct discovery conversations to understand client goals and credit needs, then recommend and structure solutions across loans, deposits, cash management, and other banking products. Monitor portfolio performance and credit quality, coordinate with internal teams for reporting and outcomes, and drive community-based business development.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 month ago

Small Business Relationship Manager - Concord

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 17 days agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Manage and grow a portfolio of complex small business clients by deepening existing relationships and prospecting for new opportunities. Conduct discovery conversations to understand client goals and credit needs, then recommend and structure solutions across loans, deposits, cash management, and other banking products. Monitor portfolio performance and credit quality, coordinate with internal teams for reporting and outcomes, and drive community-based business development.
Location: Concord
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Prospect for new small business clients and deepen existing relationships to drive year-over-year revenue growth and broader relationship value.
  • •Conduct discovery conversations to understand client business goals, financial needs, credit profile, and growth opportunities.
  • •Serve as the primary point of contact and recommend solutions across loans, deposits, cash management, and other core banking products.
  • •Design and structure financial solutions aligned to client objectives, credit standards, and responsible banking practices.
  • •Monitor portfolio performance and credit quality by tracking risk indicators and partnering with underwriting/portfolio teams to support timely reporting and outcomes.

Pay and Benefits

Salary: USD 97,560 - 119,240
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeaveAdoption Assistance

Key Requirements

  • •3 to 4 years of experience in relationship banking and advanced business acumen.
  • •Expert-level consultative selling, financial analysis, and relationship management skills.
  • •Strong understanding of banking operations, sales, customer service, and community relations.
  • •Professionalism and working knowledge of applicable lending policies, credit structures, products/services, and regulatory requirements.
  • •Ability to complete/maintain NMLS registration requirements under the S.A.F.E. Act of 2008 and Regulation Z, including ongoing compliance.
Experience:3-4 years
Skills:Consultative sellingRelationship managementFinancial analysisUnderwriting judgmentClient communication
Certifications:NMLS registration

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
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: Minneapolis, United States
Founded: 1863
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