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2 months ago
The Business Banking Relationship Manager plays a pivotal role in proactively identifying, acquiring, and nurturing customer relationships. This position focuses on maximizing sales opportunities within a designated area, ensuring the growth and retention of a robust portfolio, while delivering an exceptional customer experience for both existing and potential clients.
Key Responsibilities:
- Serve as the primary subject matter expert across a diverse sales area, collaborating with branch stakeholders and other partners.
- Engage with cross-segment peers in Wealth Management, Consumer, and Mortgage to enhance collaborative efforts and execute the sales strategy.
- Accountable for achieving defined scorecard metrics and key performance indicators as set by senior leadership.
- Facilitate the development of small business expertise within the assigned branch team through joint sales initiatives, continuous training, and identifying referral opportunities.
- Manage a portfolio of high-value clients, deepening relationships and addressing their evolving needs while ensuring their business objectives are met.
- Introduce clients to tailored products and services that align with their requirements, driving both portfolio growth and revenue.
- Handle credit requests up to $1 million, collaborating with senior managers on larger lending relationships.
- Develop and implement a comprehensive sales strategy to achieve scorecard objectives, targeting new client acquisition and maximizing potential within the designated territory.
- Adhere to established sales management routines and compliance protocols to ensure alignment with business banking policies.
- Proactively oversee a portfolio of high-value clients, expanding business banking relationships by identifying needs and maximizing opportunities while ensuring satisfaction and retention.
- Promote teamwork and enhance business banking knowledge across all assigned branches to foster a positive customer experience.
- Collaborate with Consumer and Wealth partners to strengthen client relationships.
- Work closely with credit and risk teams to facilitate loan processes, including managing pipelines and addressing any escalations or quality issues.
- Strictly follow internal control policies, ensuring accurate documentation and compliance with credit protocols.
- Assess risks in business decisions, maintaining a focus on the firm’s reputation and compliance with applicable laws and regulations.
- Bachelor's degree or equivalent professional experience.
- 2-5 years of experience in banking, with a preference for 2-3 years in business banking.
Commercial and Business Sales
Job Family:
Retail Business/Citi Business
Time Type:
Full time
Compensation:
Competitive salary and benefits package.
