Small Business Relationship Manager

Overview

At Regions, the Small Business Relationship Manager focuses on delivery of credit, products, and service solutions within a dedicated geographic area and primarily targets general‑industry clients with revenues up to $20MM.

• Identifies, acquires, and grows new relationships with small business clients
• Delivers knowledgeable advice and solutions to grow small business relationships and optimize revenue opportunities
• Assesses the client’s financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services to help the client succeed financially
• Provides small business relationship management with existing customers to fully understand their business, objectives, strategies, and challenges
• Collaborates with branches and product partners
• Plans and executes quality client/prospecting calls

• Bachelor’s degree and four (4) years closely related client‑facing financial services experience, including a minimum of two (2) years growing and managing a dedicated book of small business clients across an assigned territory
• High school diploma or GED and eight (8) years of closely related client‑facing financial services experience, to include at least two (2) years growing and managing a dedicated book of small business clients across an assigned territory

• Credit/Analyst experience
• Customer service focus with experience handling complex transactions across multiple systems
• Developed analytical and problem‑solving skills
• Developed negotiation abilities
• Developed verbal and written communication skills
• Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
• Strong business acumen to provide financial services consultation to small business clients
• Strong relationship‑building skills

This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

Mobile, Alabama

Regions is an Equal Opportunity Employer, including Disabled/Veterans.