Business Banking Relationship Manager Job Description Template

The Business Banking Relationship Manager is responsible for developing and maintaining relationships with business clients, understanding their financial needs, and providing customized solutions. They serve as a key liaison between the bank and its commercial customers to ensure client satisfaction and promote financial growth for both parties. This job description template outlines the qualifications, responsibilities, and essential skills required for this role.

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Job Summary

The Business Banking Relationship Manager is responsible for building and maintaining long-term relationships with business clients. This includes understanding their financial needs and providing customized solutions to help them achieve their goals. The candidate will also be responsible for growing the bank's portfolio of business clients.

Key Responsibilities

  • Identify and develop new business relationships through networking and prospecting activities
  • Work closely with existing clients to understand their financial needs and provide customized solutions
  • Grow the bank's portfolio of business clients by expanding existing relationships and acquiring new clients
  • Collaborate with other departments within the bank to ensure client needs are met
  • Stay up-to-date with industry trends and changes in banking regulations
  • Manage and monitor client accounts to ensure client satisfaction and retention
  • Provide exceptional customer service to all clients


  • Bachelor's degree in business, finance, or related field
  • Minimum of 3 years of experience in commercial banking, financial services, or related industry
  • Proven track record of building successful business relationships and growing a portfolio of clients
  • Strong analytical and problem-solving skills
  • Excellent interpersonal and communication skills
  • Ability to work independently and as part of a team
  • Knowledge of banking regulations and financial products and services


Creating a job posting for a Business Banking Relationship Manager is no easy task. It requires a comprehensive understanding of the job role, the skills required, and the type of candidate you want to attract. In this article, we’ll take you through the steps you need to follow to create an effective job posting that will help you find the right candidate for the role.

Start with a Job Title and Summary

It’s essential to start your job posting with a clear and concise job title that will attract the right candidates. A Business Banking Relationship Manager is responsible for developing and managing relationships with business clients to help them achieve their financial goals. Therefore, it’s important to use a clear job title that accurately reflects the role.

Follow this up with a brief summary of the job, including key responsibilities and requirements of the position. This will give applicants an idea of what will be expected of them and help them to decide whether or not they are a good fit for the role.

List Key Responsibilities of the Position

The next step is to outline the key responsibilities of the Business Banking Relationship Manager. These may include:

  • Developing and managing business relationships with clients
  • Meeting with clients to understand their financial needs and goals
  • Providing financial advice to clients
  • Managing client accounts
  • Maintaining records and documentation
  • Developing new business opportunities
  • Be specific in your job posting, including a detailed description of what the candidate will be expected to do on a day-to-day basis.

    Provide Details on Required Qualifications and Experience

    It’s important to clearly specify the qualifications and experience required for the role. This may include:

  • A degree in finance, economics or commerce
  • Experience in banking or finance, with a focus on business clients
  • Strong communication and relationship management skills
  • The ability to work independently and manage multiple projects
  • An understanding of financial products and services
  • By outlining these qualifications and experience requirements, you’ll be able to attract candidates who have the necessary skills and experience to do the job.

    Include Details on Salary and Benefits

    It’s important to outline the salary and benefits that can be expected in the role. This will help candidates to evaluate whether the position is suitable for them. Be sure to highlight any perks or benefits that come with the role, such as healthcare, vacation time, and retirement plans. By doing so, you’ll show candidates that you value their well-being and are willing to invest in their future.


    Creating a job posting for a Business Banking Relationship Manager requires careful thought and attention to detail. Make sure to include a clear job title and summary, detailed responsibilities and qualifications, and specifics on salary and benefits. By creating a comprehensive job posting, you’ll be able to attract the right candidates and find the perfect candidate for the role.

    What is a Business Banking Relationship Manager?

    A Business Banking Relationship Manager is a professional who is responsible for managing relationships with business clients and ensuring the success of the business banking portfolio. They provide financial support, counsel, and advice to the clients and maintain a strong network of contacts to generate business leads.

    What are the qualifications needed for this role?

    • Bachelor's degree, preferably a degree in finance, business or economics.
    • Experience in financial sales, lending, or commercial banking.
    • Excellent communication and interpersonal skills.
    • Ability to build strong relationships with clients and generate new business leads.
    • Familiarity with banking products and services.
    • Strong analytical skills, with the ability to understand client financial statements.

    What are the responsibilities of a Business Banking Relationship Manager?

    • Identify, develop, and maintain a portfolio of business clients.
    • Provide financial advice, counselling and support to clients.
    • Conduct analysis of clients’ financial statements in order to assess credit worthiness and make recommendations.
    • Monitor and evaluate client’s financial performance and provide ongoing support to clients as needed.
    • Cross-sell and promote banking products and services to clients to meet their needs.
    • Establish and maintain a strong network of contacts and generate new business leads.
    • Manage and build strong relationships with business clients, including regular communication with clients by phone or in person.
    • Stay up-to-date on industry trends, regulations, and changes to the financial landscape.

    What are the benefits of having a Business Banking Relationship Manager?

    A Business Banking Relationship Manager can bring significant benefits to a business, including:

    • Expert financial advice and support for business owners and leaders.
    • A dedicated point of contact for all banking transactions and financial needs.
    • The ability to build relationships with other business owners and entrepreneurs to foster growth and expansion opportunities.
    • The ability to access banking products and services tailored specifically to business needs.
    • Improved financial decision-making and management that can ultimately lead to greater success and profitability for the business.

    What should be included in a Business Banking Relationship Manager job posting?

    A comprehensive Business Banking Relationship Manager job posting should include:

    • A clear job title and description of the role’s responsibilities and qualifications.
    • A summary of the company, its mission and values, and culture.
    • Key requirements such as education, experience, and any specific skills needed for success.
    • Details on compensation and benefits, including salary range and other perks.
    • Information on the application and interview process, including how to apply and who to contact for more information.

    Is experience necessary for a Business Banking Relationship Manager role?

    Yes, it is highly recommended that candidates for a Business Banking Relationship Manager role have experience in financial sales, lending or commercial banking. This experience provides critical skills and knowledge for success in the role, including an understanding of banking products and services and the ability to build and maintain strong client relationships.

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