Job Description

The Business Relationship Manager is responsible for developing new commercial business member clients, while maintaining current relationships and growing referral networks. The Business Relationship Manager serves as the main point of contact to business owners and managers throughout the loan process and is responsible for management of their individual portfolio of business member loans.  


Develops strategic sales plans within assigned territory. Networks and grows referral base by engaging in daily sales calls, maintaining active involvement in community events and organizations, and regularly attending branch meetings to present Business & Commercial Services products and services.

Manages individual portfolio of loan applications and files to ensure timely processing, accurate documentation, and communication of disclosures. Provides financial information or documentation to meet portfolio monitoring and exception requirements. Ensures adherence of government regulations, requirements, and established quality control standards.

Builds and maintains excellent relationships and consistent communication with internal and external partners throughout all phases of the loan process. Keeps management and internal staff informed of the status of prospects, new business opportunities and referrals on a consistent basis.

Maintains expert knowledge of business products, services and documentation requirements for the suite of business loan products. Attends educational programs to further develop knowledge base.

Perform other job-related duties as assigned

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.



Years of related experience required: 3 years  

Specific type of related experience required for this role: Commercial Real Estate and Business Loan experience


Skills and/or Knowledge:  

Strong knowledge of credit structure, lending practices, and financial statement analysis in order to identify trends and credit risk.

Must possess the ability to work independently, excellent written and verbal communication skills, the ability to organize/prioritize tasks and meet strict deadlines.

Working knowledge of Microsoft Office software. 

Application Instructions

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