Description Elevate at Dream First Bank is seeking a driven and relationship-focused Business ... Implement treasury tools (ACH, wires, remote deposit, etc.) * Build strategic deposit plans ...
Description Elevate at Dream First Bank is seeking a driven and relationship-focused Business ... Implement treasury tools (ACH, wires, remote deposit, etc.) * Build strategic deposit plans ...
... for providing front-line, first level supervision and leadership to customer service ... Private work area and adequate power source* Essential Duties and Responsibilities: * Supervise the ...
New
... for providing front-line, first level supervision and leadership to customer service ... Private work area and adequate power source* Essential Duties and Responsibilities: * Supervise the ...
New
... for providing front-line, first level supervision and leadership to customer service ... Private work area and adequate power source* Essential Duties and Responsibilities: * Supervise the ...
New
... for providing front-line, first level supervision and leadership to customer service ... Private work area and adequate power source* Essential Duties and Responsibilities: * Supervise the ...
New
... for providing front-line, first level supervision and leadership to customer service ... Private work area and adequate power source* Essential Duties and Responsibilities: * Supervise the ...
New
... for providing front-line, first level supervision and leadership to customer service ... Private work area and adequate power source* Essential Duties and Responsibilities: * Supervise the ...
New
... for providing front-line, first level supervision and leadership to customer service ... Private work area and adequate power source* Essential Duties and Responsibilities: * Supervise the ...
New
... for providing front-line, first level supervision and leadership to customer service ... Private work area and adequate power source* Essential Duties and Responsibilities: * Supervise the ...
New
... for providing front-line, first level supervision and leadership to customer service ... Private work area and adequate power source* Essential Duties and Responsibilities: * Supervise the ...
New
... for providing front-line, first level supervision and leadership to customer service ... Private work area and adequate power source* Essential Duties and Responsibilities: * Supervise the ...
New
... for providing front-line, first level supervision and leadership to customer service ... Private work area and adequate power source* Essential Duties and Responsibilities: * Supervise the ...
New
... for providing front-line, first level supervision and leadership to customer service ... Private work area and adequate power source* Essential Duties and Responsibilities: * Supervise the ...
New
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Quick apply
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Quick apply
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Quick apply
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Average first-year earnings of $69K through commissions and bonuses * Increased earning potential ... Build and maintain strong client relationships * Work closely with your manager to set goals and ...
Quick apply
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Quick apply
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Quick apply
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Average first-year earnings of $69K through commissions and bonuses * Increased earning potential ... Build and maintain strong client relationships * Work closely with your manager to set goals and ...
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Remote Builders First Source information
Other
Posted 15 days ago
Job description
Description
Elevate at Dream First Bank is seeking a driven and relationship-focused Business Performance Manager to support the growth and success of our commercial clients. This role blends relationship management, strategic sales, and financial consulting, with a focus on delivering a customized, white-glove banking experience.
You will be responsible for developing new commercial relationships, strengthening existing ones, and delivering tailored treasury and deposit solutions aligned with each client's operational and financial goals.
Key Responsibilities
Business Development & Sales
- Generate new commercial deposit relationships through warm outreach, and referrals
- Identify opportunities to expand existing client relationships
- Partner with Commercial Lenders to source and refer loan opportunities
Relationship Management
- Serve as the primary contact for business clients on all non-lending needs
- Deliver a high-touch, consultative client experience
- Conduct ongoing relationship reviews to align services with client needs
Treasury & Deposit Strategy
- Analyze and restructure client accounts into optimized banking solutions
- Implement treasury tools (ACH, wires, remote deposit, etc.)
- Build strategic deposit plans utilizing IntraFi for FDIC coverage and yield optimization
Financial Process Consulting
- Evaluate Accounts Payable and Accounts Receivable workflows
- Recommend efficiency improvements and automation strategies
- Apply and educate clients on Profit First account structuring
Fraud Mitigation
- Educate clients on fraud risks and prevention strategies
- Implement tools and best practices to reduce exposure
Team Collaboration
- Work alongside lenders and internal teams on joint client strategies
- Participate in team-based client calls
- Contribute to Elevate's collaborative culture
Requirements
Qualifications
- Experience in banking, treasury services, or commercial relationship management
- Strong sales and business development mindset
- Ability to analyze financial structures and deliver customized solutions
- Knowledge of treasury services and deposit strategies (IntraFi preferred)
- Strong communication and client-facing skills
- Highly organized and self-motivated
- Team-oriented approach
Travel Requirements
- Travel across market locations required
- Occasional overnight travel with advance notice
Why Elevate
Elevate delivers a white-glove banking experience focused on customization, responsiveness, and long-term partnership. This role is ideal for someone who wants to make a direct impact on client success while growing meaningful business relationships.