Small Business Relationship Manager Jobs
Small Business Relationship Manager jobs are open across banking, credit unions, fintech, and insurance, from associate to senior and portfolio manager levels, with specializations in commercial lending, deposit growth, and business development. Scan the live roles below and apply to whichever ones fit.
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With benefits starting on day one, paid bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are currently seeking a Small Business Relationship Manager position is in-office and can be located within Zions Bancorporation’s footprint.
Essential Functions:
- Responsible for generating and structuring SBA and/or conventional loans by proactively calling, developing, and maintaining relationships.
- Identifies business development opportunities and participates in joint business development calls with bankers to assist in identifying and facilitating sales opportunities.
- Ensures loan quality by assessing client eligibility, reviewing financial statements and supporting documentation to determine appropriate solutions that meets the client's loan needs.
- Ensures compliance with applicable federal, state, and local laws and regulations, SBA agency guidelines when necessary, and bank credit administration policies and practices.
- Structures loan proposals and prepares credit packages for appropriate approval authorities.
- Monitors assigned loan portfolio for risk rate accuracy and delinquencies to mitigate losses.
- May participate in community organizations and activities.
- Other duties as assigned.
- Requires a Bachelor's in marketing, finance, business, or related field and some experience with lending, credit, banking, or other directly related experience.
- A combination of education and experience may meet requirements.
- Basic knowledge of sales techniques, banking products and services, credit policies and regulations.
- Must have excellent customer service, negotiation and computer skills.
- Knowledge of commercial, SBA and/or small business lending.
- Must have strong analysis and credit review skills as well as basic working knowledge of relevant credit and risk policies.
Benefits:
- Medical, Dental and Vision Insurance – START DAY ONE!
- Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
- Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits, including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
With benefits starting on day one, paid bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are currently seeking a Small Business Relationship Manager position is in-office and can be located within Zions Bancorporation’s footprint.
Essential Functions:
- Responsible for generating and structuring SBA and/or conventional loans by proactively calling, developing, and maintaining relationships.
- Identifies business development opportunities and participates in joint business development calls with bankers to assist in identifying and facilitating sales opportunities.
- Ensures loan quality by assessing client eligibility, reviewing financial statements and supporting documentation to determine appropriate solutions that meets the client's loan needs.
- Ensures compliance with applicable federal, state, and local laws and regulations, SBA agency guidelines when necessary, and bank credit administration policies and practices.
- Structures loan proposals and prepares credit packages for appropriate approval authorities.
- Monitors assigned loan portfolio for risk rate accuracy and delinquencies to mitigate losses.
- May participate in community organizations and activities.
- Other duties as assigned.
- Requires a Bachelor's in marketing, finance, business, or related field and some experience with lending, credit, banking, or other directly related experience.
- A combination of education and experience may meet requirements.
- Basic knowledge of sales techniques, banking products and services, credit policies and regulations.
- Must have excellent customer service, negotiation and computer skills.
- Knowledge of commercial, SBA and/or small business lending.
- Must have strong analysis and credit review skills as well as basic working knowledge of relevant credit and risk policies.
Benefits:
- Medical, Dental and Vision Insurance – START DAY ONE!
- Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
- Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits, including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
Small Business Relationship Manager Jobs by Experience Level
See All 76 Small Business Relationship Manager Jobs
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Find JobsSmall Business Relationship Manager Job Market
Who's Hiring
- U.S. Bank34
- Regions Financial11
- PNC Financial Services10
- Regions Bank8
- UCCU1U
Top Industries Hiring
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in small business relationship manager jobs.
- Three or more years of business banking, commercial lending, or relationship management experience
- Proven ability to manage and grow a portfolio of small business clients
- Proficiency with CRM platforms and core banking or loan origination systems
- Strong knowledge of small business credit products including lines of credit and SBA loans
- Bachelor's degree in finance, business administration, or a related field
- Active or eligible Series 6, Series 63, or relevant state insurance license for advisory roles
Tips for Your Small Business Relationship Manager Job Search
Quantify your portfolio in dollar terms
Hiring managers want to see the size of the book you managed, not just that you managed one. Add the number of clients, total deposit or loan volume, and revenue retained or grown to every relevant bullet on your resume.
Tailor applications to the lender type
Community banks, credit unions, and regional banks each use different language for this role and prioritize different metrics. Mirror the posting's exact terminology, whether that is relationship growth, member retention, or commercial deepening, so your resume clears the initial screen.
Apply early to roles that fit
Migrate Mate lists small business relationship manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Highlight cross-sell and referral results
Interviewers for this role will probe how you deepen existing relationships, not just open new ones. Prepare two or three specific examples of products you introduced to existing clients and the outcome, such as a business line of credit added to a checking relationship.
Prepare for a client scenario round
Many interview processes include a live case where you are handed a fictional small business profile and asked to propose a solution. Practice walking through cash flow needs, appropriate credit products, and how you would present terms without defaulting to jargon.
Address licensing gaps before you apply
Some postings require a Series 6, Series 63, or state-specific insurance license for roles that include investment or insurance referrals. If you hold a lapsed license, note the date and that it is eligible for reinstatement, since that signals you understand the requirement.
Small Business Relationship Manager Jobs: Frequently Asked Questions
Which companies are hiring the most small business relationship managers?
The companies hiring the most small business relationship managers right now include U.S. Bank, Regions Financial, and PNC Financial Services, with the largest share of openings in Florida, California, and Pennsylvania, based on current listings on Migrate Mate as of November 2026. Regional banks and credit unions consistently account for a large portion of active postings alongside national financial institutions.
How many small business relationship manager jobs are remote?
About 31% of small business relationship manager openings are fully remote or hybrid as of November 2026, though the role is predominantly in-person given the expectation of visiting clients and attending local business events. Sub-areas with the highest remote share tend to be phone-based portfolio management and inside business development positions at larger national lenders.
How do you become a small business relationship manager?
Start by building experience in retail banking, business banking, or commercial credit analysis, since most employers require demonstrated client-facing experience before moving into a dedicated relationship role. Develop fluency in small business credit products, cash management, and treasury services. Earning a relevant certification such as the Certified Treasury Professional or completing a formal credit training program strengthens your candidacy considerably.
Can you get hired as a small business relationship manager with little experience?
Yes, some community banks and credit unions hire candidates from retail branch roles or small business customer service positions into associate-level relationship manager titles. Emphasize any experience handling business account inquiries, processing merchant services, or referring small business owners to lending teams. A strong local network or familiarity with the institution's target geography can offset a thinner formal resume in smaller markets.
What does the small business relationship manager interview process look like?
Most processes involve an initial phone screen with a recruiter, followed by a structured interview with the branch manager or regional commercial banking leader focused on your portfolio history and client retention approach. A second round typically includes a scenario exercise where you assess a hypothetical small business client's needs. Some employers add a final panel with credit or risk team members before extending an offer.
Where can I find and apply to small business relationship manager jobs?
You can find and apply to small business relationship manager jobs on Migrate Mate, which lists current openings from across the United States. Search the available roles, find the ones that match your background and target market, and apply directly to each listing that fits.
See All 76 Small Business Relationship Manager Jobs
Find roles that match your experience and apply in just a few clicks.
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