About the Small Business Relationship Manager Role

Are you a seasoned banking professional with a passion for building lasting client relationships and driving commercial lending success? Join our client's dynamic team as a Small Business Relationship Manager in Needham, Massachusetts, through Robert Half's premier career opportunities. This full-time position is perfect for experienced Relationship Managers specializing in Commercial & Industrial (C&I) loans, focusing on small to middle-market businesses in the Greater Boston area. With a competitive salary context of $120,000, you'll originate and manage loans ranging from $2.5MM to $10MM while bringing your established book of business to fuel growth. This role combines business development, portfolio management, and meticulous credit analysis, all while ensuring strict adherence to regulatory guidelines. If you thrive in a fast-paced environment fostering strong partnerships, this opportunity offers unparalleled potential for career advancement in one of the nation's most vibrant financial hubs.

Our client, a respected financial institution, is expanding its presence in Massachusetts, seeking top talent to enhance their lending portfolio. As a key player, you'll engage directly with business owners, analyze financial health, and structure tailored debt solutions that empower small business growth. This isn't just a job—it's a chance to leverage your expertise in a role that values your existing network and deal-making prowess.

Key Responsibilities

Your day-to-day will revolve around proactive relationship building and strategic lending. Expect to:

• Build and nurture long-term relationships with middle-market clients, expertly handling loan requests from initial origination through to successful funding.
• Conduct in-depth credit and financial analyses to assess borrower viability and craft innovative structured debt proposals that meet client needs.
• Originate and close high-value loans ($2.5MM - $10MM) for both existing clients and promising prospects, driving revenue growth.
• Prepare detailed credit approval reports and ongoing loan reviews, providing critical insights for internal stakeholders and decision-makers.
• Act as the bank's ambassador at industry conferences, community events, and networking functions to expand partnerships and elevate the organization's brand.

These responsibilities demand a blend of analytical rigor and interpersonal finesse, positioning you at the forefront of commercial banking excellence.

Required Qualifications

To excel in this Small Business Relationship Manager position, candidates must bring proven experience and a robust skill set. Essential qualifications include:

• Demonstrated success in C&I loan origination and management for small to middle-market clients.
• A portable book of business with experience handling deal sizes between $2.5MM and $10MM.
• Advanced proficiency in credit analysis, financial modeling, and portfolio oversight.
• Strong business development acumen with a track record of client acquisition and retention.
• In-depth knowledge of banking regulations, compliance standards, and risk management practices.
• Excellent communication skills for report writing, presentations, and stakeholder engagement.
• Bachelor's degree in Finance, Business Administration, Accounting, or a related discipline; MBA or relevant certifications (e.g., CFA, CPA) highly preferred.
• 3-5+ years in commercial banking or relationship management roles within the financial services sector.

We're looking for self-starters who can transition seamlessly, hitting the ground running with their network and expertise.

Why Join Us?

Partnering with Robert Half opens doors to exceptional benefits and a supportive culture. Enjoy a base salary around $120,000, plus bonuses tied to performance metrics. Our comprehensive benefits package includes health, dental, and vision coverage; 401(k) with matching contributions; generous PTO; and ongoing training programs. Located in Needham, MA—just minutes from Boston—this role offers work-life balance with hybrid flexibility options. Thrive in a collaborative environment where your contributions directly impact business success. SEO-optimized for careers in Massachusetts banking jobs, Robert Half connects you to top employers seeking elite talent like you. Apply today and elevate your career in small business lending!

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