Small Business Relationship Manager

2416 NE Fremont St, Portland, OR 97212, USA

Full-TimeDepends on ExperienceMid-LevelBachelors

Job Description

We're seeking a Small Business Relationship Manager to manage a portfolio of up to 300 existing small business clients. You will regularly contact existing customers to fully understand their businesses, goals, strategies, and challenges. Identify new business opportunities to cross-sell, referring to commercial banking, consumer banking, private banking, wealth management, etc. Develop marketing approaches for new business generation. Maintain an active pipeline and communities to retail branches and private banking partners. Assess prospects' needs and financial status to provide credit and other product advice and recommendations. Monitor the credit relationship, maintain covenant compliance, and obtain updated financial information on the existing loan portfolio. Document risk-based discussions with borrowers to recognize unfavorable trends and makes appropriate recommendations.

Where is this job?

This job is located at 2416 NE Fremont St, Portland, OR 97212, USA

Job Qualifications

5+ years’ experience in banking and customer service, including business/commercial lending
5+ years’ experience selling to a broad range of industries
Aptitude for reviewing financial documents and proficiency in accounting

Required Skills

Documentation
Cash Management
Effective Time Management
Financial data presentation
Credit and underwriting skills

Soft Skills

Verbal communication
Driven and self-motivated
Prioritizing skills
written communication
Adaptability
Attention to detail and accuracy

Compensation

According to JobzMall, the average salary range for a Small Business Relationship Manager in 2416 NE Fremont St, Portland, OR 97212, USA is between $62,633 and $111,364 per year.

Additional Information

Union Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Required LanguagesEnglish

Job PostedDecember 8th, 2022

Apply BeforeJune 9th, 2026

This job posting is from a verified source.

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