Small Business Relationship Manager - San Francisco at U.S. Bank | CA, US | Rezi

Small Business Relationship Manager - San Francisco at U.S. Bank

Small Business Relationship Manager - San Francisco

U.S. Bank · CA, US

6 days ago

Small Business Relationship Manager - San Francisco

U.S. Bank · CA, US

7 days ago
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About the Role

The Small Business Relationship Manager NMLS is responsible for delivering excellent customer service and providing comprehensive financial solutions to complex small business clients. This role deepens existing customer relationships and develops new ones through business development activities, combining digital tools with human connections to grow revenue and support client outcomes.

Responsibilities

  • Prospect for new small business clients and deepen existing relationships to drive year-over-year revenue growth, loan production, deposits, and broader relationship value.
  • Conduct discovery conversations to understand each client’s business, goals, financial needs, credit profile, and growth opportunities.
  • Serve as the primary point of contact for small business clients and recommend appropriate solutions across loans, deposits, cash management, and other core banking products.
  • Design and structure financial solutions aligned to client objectives, credit standards, portfolio quality expectations, and responsible banking practices.
  • Manage portfolio performance and credit quality by monitoring market trends, identifying developing risk indicators, and applying sound underwriting judgment.
  • Partner with underwriting, portfolio management, and internal teams to support timely reporting, responsive portfolio management, and effective client outcomes.
  • Address client concerns and coordinate across business lines, engaging additional specialists as needed to deliver integrated solutions.
  • Build relationships in the community, engage with local organizations, and identify business development opportunities that increase visibility and support community impact.

Requirements

  • National Mortgage Licensing Service (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z, including ongoing compliance with all legal and regulatory registration requirements.
  • Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security, suspicious activity reporting requirements, policies, and procedures.
  • Actively participates in required corporate and business line training.
  • Follows account opening procedures.
  • Understands internal suspicious activity referral requirements and processes.
  • May perform other duties as assigned.
  • Must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Skills

  • Expert-level consultative selling
  • Financial analysis
  • Relationship management skills
  • Advanced business acumen
  • Underwriting expertise
  • Product knowledge
  • Strong understanding of banking operations
  • Sales
  • New business development
  • Customer service and relations
  • Community relations

Location

  • U.S. Bank location

Work Type

  • Onsite

Experience Level

  • Three to four years of experience in relationship banking

Education Level

  • Bachelor’s degree or equivalent work experience

Salary/Compensations

  • $97,560.00 - $119,240.00

Benefits

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
  • Incentive and recognition programs
  • Equity stock purchase
  • Pension

About the Company

  • At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.
  • A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career.
  • U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories.
  • The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

Equal Opportunity

  • U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.