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PYRAMYD
  1. Roles
  2. Corporate, Commercial, & Specialty Lending
  3. Relationship Management
  4. Commercial Banking
  5. Business Banking

Role

Business Banking.

Manages small-business client relationships, credit needs, deposits, treasury referrals, and renewals

SeniorSoftware spend $6,500 / seat / yr (2026)22 contacts in the graph hold this role

Sample taken from the live graph on 7 October 2026; refreshed on demand.

What this role actually does

Responsibilities and pain points, sourced from the production graph.

Key responsibilities

  • Own a Portfolio of Small and Mid-sized Business Relationships, Balancing Loan Growth, Deposit Growth, Fee Income, and Retention
  • Originate New Business Clients Through Prospecting, Referrals, Community Centers of Influence, and Existing Client Networks
  • Assess Borrower Needs, Cash-flow Capacity, Collateral, Guarantor Strength, and Fit with Bank Credit Policy Before Requesting Approval
  • Structure Lines of Credit, Term Loans, Equipment Finance, SBA Loans, and Deposit Packages That Match Client Operating Needs
  • Coordinate Credit Analysts, Underwriters, Treasury Specialists, Branch Teams, and Operations so Applications Move From Intake to Closing
  • Monitor Portfolio Health Through Renewals, Past Dues, Covenant Exceptions, Exposure Limits, and Early Risk Signals

Software pain points

  • Client data is split across CRM, LOS, core banking, email, and document folders, forcing bankers to re-key the same facts
  • Financial spreading, tax-return intake, and credit memo drafting slow approvals for otherwise qualified businesses
  • Renewals, covenant reviews, and exceptions are tracked in spreadsheets until a deadline is already at risk
  • Treasury and merchant referrals lose context when passed by email instead of a shared client record
  • Relationship managers spend too much time preparing call notes, meeting summaries, and follow-up emails after client visits
  • Management dashboards lag behind real pipeline, deposit, and credit-risk changes

How this role buys

The categories they buy, the people who approve.

Top software categories

  • Other Sales Software
  • Loan Origination Software
  • Credit Risk Management
  • Core Banking Software
  • Visitor Behavior Intelligence Software
  • Electronic Signature

Decision makers

  • Head of Business Banking
  • Digital Forensics Engineering
  • Chief Risk Officer (CRO) - Corporate
  • Head of Compliance / Chief Compliance Officer (CCO) - Corporate
  • Procurement

Workflow

A day in the workflow.

Starts day in Microsoft Outlook and Microsoft Teams by checking client emails, renewal reminders, and credit-committee notes; reviews pipeline, call plans, and relationship alerts in Salesforce Financial Services Cloud or nCino; spends mid-morning in Microsoft Excel, Moody's Lending Suite, or Abrigo spreading financials, checking covenant status, and drafting credit requests; meets owners by Zoom or in person while updating call notes, product needs, and next steps in the CRM; coordinates pricing, exceptions, and treasury referrals in Microsoft Teams with credit, treasury, and operations; sends applications, term sheets, and closing packages through DocuSign; closes day in Power BI dashboards by checking loan growth, deposit balances, past-due items, and tomorrow's follow-up queue

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