0 suggestions are available, use up and down arrow to navigate them
What job do you want?

Business Banking Sr. Relationship Manager job in Tarrytown at M&T Bank

Create Job Alert.

Get similar jobs sent to your email

List of Jobs and Events

Apply to this job.
Think you're the perfect candidate?
Business Banking Sr. Relationship Manager at M&T Bank

Business Banking Sr. Relationship Manager

M&T Bank Tarrytown, NY Full-Time


Responsible for an assigned portfolio of loan and deposit relationships with small business clients.  Solicit new business, manage risk and credit decisions, and service existing clients through the bank’s relationship management program.  Work with branch partners to effectively sell to the business customer and cross sell other bank products.

Primary Responsibilities:

  • Develop new banking relationships with business prospects.
  • Service existing business banking client base.
  • Achieve established goals as outlined by manager.
  • Work with branch partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers.
  • Network with centers of influence to develop business including accountants, attorneys and other referral sources.
  • Manage the segment’s more complicated and important loan relationships.
  • Evaluate credit information and requests and recommend appropriate loan structure to manage risk.
  • Effectively negotiate with underwriters and clients to maximize revenue and minimize risk.
  • Achieve sales goals with minimum expectations as follows:
  •   Revenue of $300M to $500M.
  •   Loan production of $7.5MM to $12MM.
  •   Deposit balance production of $750M to $2.5MM.
  •   Manage loan portfolio of $15MM to $40MM.
  •   Oversee approximately 30 to 65 relationship managed clients.
  • Actively participate in all business banking and retail sales sprints.
  • Achieve call targets and other product sales goals such cash management, visa merchant, and others as assigned.
  • Participate in civic and cultural organizations and programs.
  • Utilize prescribed selling techniques to maximize sales opportunities.

Scope of Responsibilities:

Ability to sell effectively to prospects and clients.  Manage and retain existing clients.

Work closely with internal contacts to service clients. Works under moderate supervision.

Supervisory/ Managerial Responsibilities:

May or may not have supervisory or mentoring responsibilities.

Education and Experience Required:

Bachelor’s degree or 3-5 years of relevant work experience

5 plus years experience.

Knowledge of personal computers and the software utilized by the department

Ability to read and analyze financial statements and tax returns.

Strong credit skills necessary to evaluate loan requests.

Good understanding of Cash Management, Merchant Service, Trade Services products offered to Business Banking customers and ability to identify sales opportunities for those product sets.

Strong interpersonal and presentation skills required.


Tarrytown, New York, United States of America

Recommended Skills

  • Accounting
  • Business Relationship Management
  • Cash Management
  • Commercial Banking
  • Presentations
  • Retailing
Apply to this job.
Think you're the perfect candidate?

Help us improve CareerBuilder by providing feedback about this job:

Job ID: R38712

CareerBuilder TIP

For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.

By applying to a job using CareerBuilder you are agreeing to comply with and be subject to the CareerBuilder Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.