Business Solutions Relationship Manager

Posted 9 Days Ago
Be an Early Applicant
Lee's Summit, MO
In-Office
Junior
Fintech • Software • Financial Services
The Role
In this role, you will manage relationships to generate sales, provide onboarding and training for clients, and conduct needs assessments to recommend banking solutions.
Summary Generated by Built In
Job Summary & Responsibilities

What You’ll Do:

As a Business Solutions Relationship Manager, you will be at the forefront of driving growth and delivering exceptional results by offering tailored solutions to businesses.  As a subject matter expert on Business Solutions and Treasury products, your primary responsibility will be developing and managing relationships to generate new sales opportunities and deepen existing ones.  Through proactive relationship marketing, strategic business development activities, and leveraging your expertise, you’ll identify and fulfill client needs and innovative banking solutions.

Key Accountabilities:

Sales & Customer Development:

  • Craft and execute a sales plan to generate new relationships and cross-sell Business Solutions, Treasury products, and other banking services such as commercial lending, investment, and trust.
  • Actively seek out opportunities to expand relationships with existing clients by identifying areas where they could benefit from additional services.
  • Conduct needs assessments with businesses to recommend tailored solutions that enhance their operations.
  • Qualify and manage referrals to other sales teams within the bank to ensure clients receive the most appropriate solutions.

Onboarding & Training:

  • Provide comprehensive onboarding and training for new Business Solutions clients to ensure a smooth start.
  • Train and support internal teams, empowering them to champion Business Solutions products and services.
  • Facilitate seamless transitions to ongoing customer support for long-term client success.
  • Develop and deliver compelling presentations, including responses to RFPs, to showcase our value proposition to both existing and prospective clients.

Central Bank Offers This:

  • Competitive Salary; determined by experience and skills
  • Comprehensive Benefits package that includes 401(k) company match, Paid-Time Off (PTO), Volunteer Days Off (VTO)
  • Paid Federal Holidays
  • Tuition Reimbursement

About Central Bank

At Central Bank of the Midwest, our roots run deep in the communities that define our footprint and the ones that shape our culture.  Some are defined by geography, while others bring us together through shared experience, values, lifestyle or goals. 

Our Associates are the Bank, and Everyone is welcome here.  We believe in the diversity of culture, experience, thought and values to create better conversations – and thus – better decisions around the most important issues we face as an organization and community of professionals.

Central Bank of the Midwest is committed to building an inclusive culture that opens a world of opportunity for our team, customers, and every community within our reach.  We embrace people and opportunities, engage with our time, talent and resources, and elevate relationships through added value.  With a shared commitment to our core values, we RISE together!  We RISE by lifting others.  These words provide a benchmark for our motives, and compass to guide our words and actions.  We pledge to create and sustain a culture of belonging, where we can learn, understand and support the differences that make us better – together. 

 


Preferred Qualifications

You’ve Got This:        

  • Bachelor’s degree in business, Finance, or a related field (or equivalent work experience).
  • At least two (2) years of experience in a sales-oriented role with Treasury, Cash Management, Financial Services, or related field.
  • Proven track record of success in business solutions or sales capacity.
  • Strong knowledge of banking products, including online banking, wire transfers, ACH processing, card operations, and risk management.
  • Excellent problem-solving, organizational, and communication skills.
  • Ability to analyze business needs, interpret data, and present impactful solutions.
  • Commitment to the organization’s core values
  • Strong time management and organizational skills

 

About you:

  • Engaged, energetic, and passionate about driving results and helping clients succeed.
  • A natural problem solver with acute attention to detail and a forward-thinking mindset.
  • A team player who thrives in collaboration but is also self-motivated to work independently.
  • Experienced in Business to business to business (B2B) sales, treasury management, and business operations with a customer-first approach.
  • Technologically adept and proficient in Microsoft Office and other tools.

Top Skills

MS Office
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The Company
HQ: Jefferson City, Missouri
2,779 Employees
Year Founded: 1902

What We Do

Central Bank is a privately held $20 billion bank headquartered in Jefferson City, Missouri. Serving 13 markets in 8 states. Central Bank specializes in community banking, with a particular focus on delivering leading-edge technology through its network of more than 150 facilities operating in Missouri, Kansas, Illinois, Colorado, Iowa, Tennessee, North Carolina, Florida, and Oklahoma, as well as more than 22,000 ATMs nationwide. Member FDIC.

"Strong Roots. Endless Possibilities."​ reflects our long-standing commitment to the communities we serve, as well as our commitment to delivering high-quality, leading-edge financial products and services that help our customers and communities grow and succeed. As our product and service offerings continue to expand, we assure you that our commitment to the community will only grow stronger. All of our lending decisions are made locally in the community you live.

Equal Opportunity Employer–minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity.

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