Sr. Relationship Manager, SBB

What you’d do

Manage and grow a portfolio of small business banking clients by building relationships, understanding financial needs, and selling banking products including treasury services and payroll. Full-time role based in San Diego, CA. Found on the employer's careers page on Oct 23, 2026. Apply through the link.

You’ll need

• 2+ years customer service experience
• Proficiency in Salesforce case and opportunity management
• Comfort with Five9 and Tableau reporting
• Fluency in treasury management
• Familiarity with payroll, merchant services, ICS, business credit cards, SBA lending