About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Banking & Financial Services.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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What You’ll Do

The Relationship Manager (Business Banker) will develop and manage commercial banking relationships for a confidential client in the Banking & Financial Services industry. This is an entry-level relationship management role with opportunities to work alongside credit officers and product specialists to originate loans, grow deposits, and deliver best-in-class client service.

• Develop new deposit and loan relationships; grow existing portfolio through proactive outreach and cross-selling of loans, deposits, treasury, and partner products
• Originate and structure commercial credits within delegated guidelines; prepare and present credit recommendations and documentation
• Monitor customer financials and business performance; analyze financial statements, tax returns, and cash flows to assess creditworthiness and repayment sources
• Coordinate with credit officers and leadership to facilitate credit approvals and renewals
• Manage account servicing, collections follow-up, and resolution of client issues to minimize credit and operational risk
• Build relationships with centers of influence (CPAs, attorneys, brokers, real estate agents) to generate new business opportunities
• Maintain knowledge of bank products, pricing, market trends, and regulatory requirements (BSA/AML/OFAC)
• Support other RMs or market leadership as needed — collecting financials, preparing documentation, and serving as a second point of contact for clients

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Qualifications

We welcome applicants who meet most of the requirements below. Candidates will be evaluated on relevant experience, skills, and potential to grow in commercial relationship management.

• Bachelor’s degree in Business, Accounting, Finance, or related field preferred; equivalent work experience considered
• Minimum ~2 years of banking experience with exposure to lending, credit, and/or deposits preferred
• Demonstrated ability to analyze financial statements and perform basic credit assessments
• Strong sales orientation with customer-service skills and the ability to cross-sell products
• Excellent verbal and written communication skills; able to interact with clients and internal stakeholders at all levels
• Self-starter who can work independently, prioritize multiple tasks, and manage time effectively
• Sound judgment, attention to detail, and ability to escalate/resolve issues appropriately
• Commitment to confidentiality and adherence to BSA/AML/OFAC policies and procedures

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What We Offer

Careertakes supports confidential client hiring across the Banking & Financial Services sector. Typical benefits (subject to the client’s policies) may include:

• Opportunities for professional development and career growth in commercial banking
• Exposure to credit underwriting and relationship management best practices
• Collaborative team environment and mentorship from experienced credit officers and RMs
• Competitive compensation and benefits administered by the confidential client

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.