Business Relationship Manager
4 weeks ago
Citigroup Inc. is seeking a highly skilled Business Relationship Manager to join our team. As a key member of our Commercial and Business Sales team, you will be responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an assigned Area, growing and retaining a book of business, and ensuring a world-class customer experience for all current and prospective clients.
Key Responsibilities- Lead as the subject matter expert across a broad sales Area of assigned branches, which comprise of branch stakeholders and other Area partners (e.g. Wealth Management, Mortgage)
- Partner with cross retail segment Area peers spanning Wealth Management, Consumer and Mortgage and initiate collaboration to optimize relationships to execute sales plan
- Accountable to scorecard metrics and KPI's as defined by Senior Management
- Support the development of small business knowledge and skills to assigned branch Area team through execution of joint sales activities, ongoing training, and identifying referral opportunities
- Call on your assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to, and proactively uncovering future needs, roadblocks, or risks for the business to achieve their goals
- Educate and introduce clients to the appropriate products and services that fit their needs and grow both the balance and revenue of your portfolio
- Manage credit requests up to $250K, and work closely with Sr. Business Bankers on lending relationships over $250K
- Develop and execute an integrated and comprehensive sales plan to achieve scorecard results, drive acquisition of new to bank clients and target industry/sectors maximizing the highest potential across designated territory
- Adhere to sales management routines, sales practices and protocols for Business Banking to ensure compliance with all policies and procedures
- Bachelor's/University degree or equivalent experience
- 2-5 years banking experience, preferably 2-3 years in Business Banking
- Exceptional consulting skills; ability to probe, listen, clarify and present information to advance sales transactions, deepen relationships
- Demonstrate analytical skills and ability to assimilate complex financial and company operating information
- Professional presentation skills
- Strong working knowledge of credit structuring and processing; credit trained preferred
- Highly effective communication and influence skills
- Customer oriented and responsive
- Superior organizational skills
- Excellent business development skills
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