About the Small Business Relationship Manager Role

Robert Half is proud to partner with a dynamic financial institution seeking a talented Small Business Relationship Manager for their Southern New Hampshire territory, based in Needham, Massachusetts. This full-time position is perfect for seasoned banking professionals who thrive in business development and client relationship building. As a key player in the commercial lending space, you will focus on originating and managing Commercial & Industrial (C&I) loans for middle-market clients, with deal sizes typically ranging from $2.5 million to $10 million. If you have a portable book of business and a passion for fostering long-term partnerships, this role offers an exciting opportunity to drive growth while ensuring portfolio health and regulatory compliance.

In this position, you'll serve as the primary point of contact for small business owners and middle-market companies, guiding them through the lending process from initial consultation to loan funding. The role demands a blend of analytical prowess, sales acumen, and interpersonal skills to not only secure new business but also maintain high client satisfaction. Serving the Southern NH area from our Needham, MA hub, you'll enjoy proximity to Boston's vibrant economy while focusing on regional opportunities. With a competitive salary context around $100,000 and strong growth potential, this is a career-defining role for relationship managers ready to elevate their impact in commercial banking.

Why This Role Stands Out in Needham, MA

Needham, Massachusetts, offers an ideal backdrop for banking professionals, combining suburban charm with easy access to major economic hubs. Our client values work-life balance, providing hybrid flexibility to support your success in Southern NH client engagements. Join a team that's expanding rapidly, backed by Robert Half's renowned expertise in finance and accounting placements.

Key Responsibilities

The Small Business Relationship Manager plays a pivotal role in driving revenue through strategic lending activities. Here's what your day-to-day will entail:

• Build and nurture long-term relationships with middle-market clients, expertly handling loan requests from origination through to successful funding.
• Conduct in-depth credit and financial analyses to assess borrower financial strength, risk profiles, and viability of structured debt proposals.
• Originate and close high-value loans ($2.5MM-$10MM) for existing clients and prospects, leveraging your network and sales expertise.
• Prepare detailed credit approval reports, loan reviews, and presentations to support internal decision-making and risk management.
• Actively represent the bank at industry events, community functions, and networking opportunities to enhance brand visibility and forge new partnerships.

These responsibilities ensure you're at the forefront of business development while maintaining a robust, compliant loan portfolio.

Required Qualifications

To excel as our Small Business Relationship Manager, you must bring proven expertise and a results-oriented mindset:

• Demonstrated experience in C&I lending, portfolio management, and business development within small to middle-market segments.
• A portable book of business with experience managing deals from $2.5MM to $10MM.
• Advanced skills in credit analysis, financial modeling, and regulatory compliance (e.g., FDIC, OCC guidelines).
• Strong communication and negotiation abilities to close complex deals and build client trust.
• Bachelor's degree in Finance, Business Administration, or a related field; advanced certifications like CFA or CPA are a plus.
• 2-5+ years in commercial banking or relationship management roles.
• Proficiency in banking software, Excel, and financial analysis tools.
• Local knowledge of Southern NH and Greater Boston markets is highly desirable.

Why Join Us?

Partnering with Robert Half means accessing top-tier opportunities with leading employers. Our client offers a supportive environment with robust benefits, including competitive compensation starting at $100,000, performance bonuses, comprehensive health coverage, 401(k) matching, and professional growth programs. Enjoy a collaborative culture that rewards initiative and client success. This role isn't just a job—it's a chance to shape the future of small business lending in Southern NH. Apply today through Robert Half to secure your place on this high-impact team. With SEO-optimized visibility for 'Small Business Relationship Manager jobs in Needham MA' and 'C&I loan careers Southern NH,' we're connecting top talent like you with exceptional opportunities. (Word count: 812)