MB Financial Bank Business Banking Relationship Manager - Chicago Metro Region (Downtown) in Chicago, Illinois

Job Description:

CMB *Reference: MS16522* SUMMARY*__

This position is responsible forthe development of business and client retention; identifying and converting targeted loan prospects, generating a deposit base and fee income; selling treasury management products, and cross selling and referring other bank product lines and services offered by the bank. May work in conjunction with Retail Branch network and train Retail staff on Business Banking Model.


These are the most significant job duties performed. The size, scope and complexity of assigned duties and responsibilities are dependent on the level and experience of the incumbent. To perform this job successfully, an individual must be able to perform each assigned essential duty satisfactorily. Other responsibilities or special projects not specifically mentioned may also_ be assigned.

  • Identify and convert new loan and deposit prospects.

  • Cross sell other products of the Bank.

  • Retain and service existing customer base.

  • Review the credit worthiness of prospect/customer via financial analysis, repayment ability, collateral status, etc.

  • Loan documentation- review and process loan documents and supporting information related to the credit transactions including facilitating loan closings.

  • Present loan proposals to the Bank’s Loan Committee when necessary.

  • Responsible for monitoring lines of credit.

  • Maintain professional working relationships with other support-related departments within the company.

  • May train the retail branch network as well as assist on calling and cold calling goals.

  • May assist retail branch network with proper treasury sales and customer treasury management.

  • Understands and complies with all Bank policies and procedures, and federal and state laws and regulations pertinent to this position; stays informed and shares updates on changes with management. Required to successfully complete all required Compliance training.

  • Continuously supports the Bank’s Mission Statement and Core Values.

  • Other duties may be assigned.


_The requirements listed below are representative of the knowledge, skill, and/or ability required to perform this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

**Education and Work Experience

Bachelor's degree in related area of study and required experience for level; or equivalent combination of education and experience. Bank business development and outside calling experience strongly preferred.

  • AVP level: three years or more of related experience.

  • VP level: five years of more of related experience.

**Job –Specific Knowledge Required

  • Sales – proven selling and negotiating skills with effective sales ability and persuasiveness and marketing techniques. Demonstrates knowledge in the following skills: client interviewing, sales, cross selling, consultative sales, proposals preparation, and presentation.

  • Marketing-Knowledge of principles and methods for promoting and selling products or services. Knowledge of sales techniques.**

  • Customer Service -Highly professional demeanor with excellent telephone skills and etiquette. Utilizes various interpersonal styles and communication methods to positively assist and influence customers.**

  • Credit -Knowledge of one or more of the following: commercial credit policies and procedures; loan analysis, restructuring, and documentation; collection techniques.

  • Finance & Accounting -Basic knowledge of accounting principles, financial analysis/review of customer financial information.


To perform the job successfully, an individual should demonstrate the following competencies.**_


Technical Skills**

  • Intermediate Fluency of Windows applications and Microsoft Office programs such as Word and Excel.

  • Accurately inputs information into and retrieves from the computer.

  • Thorough knowledge of software applications applicable to position/business unit.

Analytical Skills

  • Identifies and resolves problems.

  • Demonstrates attention to detail

Communication Skills**

  • Excellent negotiation skills to deal effectively with individuals and groups within and outside the organization.

  • Demonstrates group presentation skills and excellent negotiation skills to deal effectively with individuals and groups within and outside the organization.

Time Management Skills__**

  • Demonstrates follow-up skills.

  • Provides timely and professional support to all internal/external customers and vendors.


  • Consults with Team members and management as needed to complete assigned responsibilities.

  • Establishes and maintains effective, collaborative work relationships both internally and externally.


_The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



Physical Demands

While performing the duties of this Job, the employee is regularly required to use hands to finger, handle, or feel; and to talk or hear.

  • The employee is occasionally required to stand; walk; sit.

  • Spends most of day on phone

Work Space

  • Office / cubicle work space with moderate noise level.

  • Branch location

  • Local travel between branches required weekly.

MB Financial is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class._

As a part of the MB Financial hiring process all applicants will be required to submit to and pass a pre-employment urine drug screening.__