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Business Banking Relationship Manager

1 month ago

Southfield, Michigan, United States Citizens Full time
Job Title: Business Banking Virtual Relationship Manager

At Citizens, we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day.

As a Business Banking Virtual Relationship Manager, you will play a critical role in deepening relationships with our clients by collaborating with peers across banking, lending, and investing. You will help clients navigate changing circumstances by providing tailored advice, personalized experiences, and innovative ideas, products, and solutions.

Key Responsibilities:
  • Understand customer situation and needs
  • Conduct extensive Pre Call Planning and preparation by leveraging sales tools and resources
  • Proactively perform Discovery Calls with customers and prospects to further understand their needs and make appropriate recommendations for business solutions
  • Proactively make out-bound Presentation Sales Calls to recommend appropriate business solutions
  • Consult with a wide range of partners to help meet the business and personal financial needs of our customers and prospects
  • Lead making product recommendations and quarterback all prospective and active deals while being the primary contact and liaison between the customers and partners
  • Ensure the service needs of customers are met by working with key colleagues including their Relationship Support Specialist (RSS), Contact Center, and other areas that can help the customer
  • Complete administrative tasks including daily sales & calling reporting and adhere to compliance requirements
Qualifications:
  • Bachelor's Degree or equivalent combination of education and experience, required
  • 2+ years in a Business Banking Relationship Manager role or related business lending experience preferred
  • Business to Business sales experience required
  • Motivated self-starter with demonstrated leadership ability and potential
  • Ability to succeed in a fast-paced, demanding sales culture with measured routines and goals aimed at new loan and deposit generation, cross-sales, customer service, and satisfaction
  • Proficiency with portfolio/account management preferred
  • Ability to understand core business products and services
  • Proven track record of sales and outside calling skills
  • Excellent communication (written & verbal) and interpersonal skills
  • Ability to develop strong customer and colleague relationships

Citizens is an Equal Employment Opportunity Employer. We provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state, and/or local laws.

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.