Business Relationship Manager

Job Description

Job Description

NewtekOne®, Your Business Solutions Company®, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solutions under the Newtek® brand to the small- and medium-sized business ("SMB") market. Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses, and reduce their risk.

Newtek's and its subsidiaries' business and financial solutions include: banking (Newtek Bank, N.A.), Business Lending, Electronic Payment Processing, Technology Solutions (Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting), eCommerce, Accounts Receivable Financing & Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions.

NewtekOne is looking to add a Business Relationship Manager to the team!

The Business Relationship Manager (BRM) plays a pivotal role in driving deposit growth, expanding account utilization, and deepening client relationships through proactive outreach. This role supports Newtek Bank's mission as a digital-first institution by engaging with existing business clients and warm leads to uncover opportunities across our suite of services, including loans, insurance, payroll, treasury, and merchant services. The BRM is a proactive business developer, trusted advisor, and skilled communicator-serving as the main point of contact to help clients optimize their financial operations and grow with Newtek.

Essential Functions & Responsibilities Include:

Engage existing clients and warm prospects through outbound calls and video meetings to:

• Grow deposit balances and account utilization
• Cross-sell complementary services such as business lending, payroll, insurance, treasury, and merchant processing
• Build and maintain a strong pipeline of opportunities through consistent relationship management and follow-up
• Schedule and conduct in-depth consultations to understand client business models and financial needs
• Provide tailored solutions and recommendations to support business growth and operational efficiency
• Coordinate with internal partners to deliver seamless, value-added experiences across departments
• Open new deposit accounts and ensure a smooth onboarding experience for clients
• Monitor account activity and proactively address gaps in utilization or engagement - Maintain accurate records of client interactions, follow-ups, and referrals using internal CRM and tracking systems
• Deliver a white-glove, concierge-level experience, especially for high-value clients - Consistently follow up with clients and own the relationship-building process from initial contact through ongoing support

Knowledge, Skills & Abilities:

• 2-4 years of experience in business banking, relationship management, or business development
• Strong relationship-building skills; client-first and growth-driven mindset
• Highly efficient with excellent time management and strong follow-through
• Excellent outbound calling and video conferencing skills; able to consistently engage clients
• Strong verbal and written communication skills; skilled in identifying client needs and financial goals
• Able to work effectively with internal partners to drive cross-sell and deliver complete solutions
• Consistent in outreach, follow-ups, and maintaining meaningful client engagement
• Organized, proactive, and focused on helping clients grow while bringing in deposits, loans, and other financial opportunities

Education & Certification Requirements:

Associates or Bachelor's degree in Marketing, Business, Communications, or a related field.

Salary Range: $50,000 - $70,000 per year

NewtekOne is an Equal Opportunity Employer; M/F/D/V. We require all of our employees to perform work in an ethical manner and uphold our Code of Business Conduct and Ethics at all times.