Business Banking Relationship Manager

1 week ago


Southfield, Michigan, United States Citizens Full time
Job Summary

Citizens is seeking a highly motivated and experienced Business Banking Relationship Manager to join our Virtual Channel team. As a key member of our team, you will be responsible for building and maintaining strong relationships with our small business customers, providing tailored solutions to meet their financial needs, and driving sales growth through innovative and effective relationship management strategies.

Key Responsibilities
  • Develop and maintain strong relationships with small business customers, understanding their financial needs and providing personalized solutions to meet their goals.
  • Conduct extensive pre-call planning and preparation, leveraging sales tools and resources to identify customer needs and develop effective solutions.
  • Proactively perform discovery calls with customers and prospects to understand their needs and make recommendations for business solutions.
  • Make outbound presentation sales calls to recommend appropriate business solutions, leveraging digital tools and resources to drive sales growth.
  • Consult with a wide range of partners to help meet the business and personal financial needs of our customers and prospects.
  • Ensure the service needs of customers are met by working with key colleagues, including Relationship Support Specialists, Contact Center, and other areas that can help the customer.
  • Complete administrative tasks, including daily sales and calling reporting, and adhere to compliance requirements.
Requirements
  • Bachelor's degree or equivalent combination of education and experience.
  • 2+ years of experience in a Business Banking Relationship Manager role or related business lending experience.
  • 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.
Why Work for Us

Citizens is a customer-centric company 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.



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