Senior Relationship Manager- Team Lead

Citizens Business Bank; Ontario; On-site; CAD 191,000 - 287,000; Full time

Job summary

A financial institution in Ontario is seeking a Senior Relationship Manager - Team Lead to manage a portfolio of commercial clients. Responsibilities include developing banking relationships, ensuring client retention, and promoting bank services. The ideal candidate has commercial banking experience and a four-year degree. A competitive salary range of $191,292.00 to $286,938.00 annually is offered, along with an annual bonus.

Qualifications

• Must have a degree or 3-5 years of related commercial banking experience.
• Ability to promote the Citizens Experience to customers.
• Strong capability to work within financial policies and regulations.

Responsibilities

• Manage a portfolio of commercial clients and develop business relationships.
• Assist in retaining and growing relationships within the Center.
• Participate in community and civic activities to promote the bank.

Skills

Commercial Banking experience

Customer service skills

Teamwork

Sales management

Education

Four-year college degree

Job description

Join to apply for the Senior Relationship Manager- Team Lead role at Citizens Business Bank

4 weeks ago Be among the first 25 applicants

Join to apply for the Senior Relationship Manager- Team Lead role at Citizens Business Bank

Citizens Business Bank provided pay range

This range is provided by Citizens Business Bank. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

191,292.00 / yr - $286,938.00 / yr

Exact compensation may vary based on skills, experience and / or education, and location. This position is also eligible for an annual bonus.

Summary

The Senior Relationship Manager – Team Lead is responsible for managing a portfolio of Commercial clients and developing good Commercial business relationships that lead to commercial loans (Commercial and Industrial), deposits and other banking products offered by the Bank. The Senior Relationship Manager – Team Lead must assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships.

ESSENTIAL DUTIES AND RESPONSIBILITIES Include The Following.

• Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
• Provide, present and promote The Citizens Experience to all external and internal customers.
• Participate in all Center functions necessary to contribute to the achievement of Center earnings and growth objective. Actively participate in various community and civic activities in the Center service area.
• Assist with the management of the Center budget to ensure that deposit, loan and net income goals are met.
• Work with the Manager to ensure that all Bank operating and lending policies and procedures are properly implemented and followed.
• Assist in properly following and implementing all Bank audit procedures.
• Assist the manager to ensure that the Bank's CRA policies and objectives are adhered to in the Center and its assigned service area.
• Assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships.
• Manage personal sales efforts in order to meet Center goals.
• Commitment to teamwork and a focus on delivering The Citizens Experience Customer Service.
• Other duties as assigned.

Supervisory Responsibilities

This job has no supervisory responsibilities.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION And / or EXPERIENCE

Four year college or university program degree; or three (3) to five (5) years Commercial Banking experience and / or training; or equivalent combination of education and experience.

Language Skills

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or associates of organization.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.

REASONING ABILITY

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the associate is regularly required to talk or hear. The associate frequently is required to use hands and fingers to operate a computer keyboard, mouse, calculator, and telephone. The associate is occasionally required to stand, walk, sit, and reach with hands and arms.

WORK ENVIRONMENT

The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Salary Range : $191,292.00 To 286,938.00 Annually

40 hours per week

Seniority level

Seniority level

Mid-Senior level

Employment type

Employment type

Full-time

Job function

Job function

Sales and Business Development

Industries

Banking

Referrals increase your chances of interviewing at Citizens Business Bank by 2x

Get notified about new Senior Relationship Manager jobs in Ontario, CA .

Upland, CA $191,292.00-$286,938.00 3 weeks ago

Senior Relationship Manager - Banking (Remote)

Santa Ana, CA $109,650.00-$146,175.00 6 days ago

Senior Relationship Manager - Banking (Remote)

Santa Ana, CA $109,650.00-$146,175.00 3 days ago

Santa Ana, CA $90,000.00-$100,000.00 1 month ago

Chino, CA $73,770.00-$191,292.00 1 month ago

SVP, Relationship Manager, Middle Market

VP Senior Relationship Manager - Specialty Deposits - Brea (Hybrid)

Business Relationship Manager Senior Deepening - Vice President

VP Senior Relationship Manager - Specialty Deposits - Brea (Hybrid)

Arcadia, CA $76,344.00-$200,000.00 3 weeks ago

District Manager (Sales / Business Development - Riverside County based)

Business Relationship Manager I - Officer

El Monte, CA $155,000.00-$210,000.00 9 hours ago

AccountManager(Development Program) – Business Operations&Sales

Relationship Manager - Commercial (C&I) Inland Empire market

Corona, CA $63,750.00-$85,000.00 1 week ago

Wealth Relationship Manager - Loma Linda, CA

Buena Park, CA $91,000.00-$100,000.00 4 days ago

Arcadia, CA $67,000.00-$110,000.00 3 days ago

Santa Ana, CA $59,000.00-$98,000.00 2 weeks ago

Senior Manager - Business Development, Marketplace

Business Development Manager - Seaports (California)

Brea, CA $150,000.00-$335,000.00 2 weeks ago

Senior Manager, Strategic Accounts Business Development

Wealth Relationship Manager - Arcadia, CA (Duarte)

Arcadia, CA $83,920.00-$125,880.00 6 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

J-18808-Ljbffr