AVP, Queens East Business Relationship Manager

Citi

New York (NY)

On-site

USD 99,000 - 148,000

Full time

14 days+
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Job summary

Citi in Queens East, NY is hiring a Business Relationship Manager (AVP) to proactively source, acquire, expand, and retain customer relationships across a broad sales area. You will act as SME on Deposit, Credit, and Cash Management products and partner with Wealth Management, Mortgage, and various branch teams to deliver a world-class customer experience.

The role requires driving sales plans, managing credit requests up to $250K, and maintaining scorecard metrics while ensuring compliance with

Qualifications

  • 5-8 years of experience, preferably 2-5 years banking experience or 2-3 years in Business Banking
  • Exceptional consulting skills; ability to probe, listen, clarify and present information to advance sales transactions
  • 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

Responsibilities

  • Lead as SME across a broad sales Area of assigned branches with stakeholders and Area partners
  • Partner with cross retail segment Area peers to optimize relationships and execute sales plan
  • Accountable to scorecard metrics and KPI’s defined by Senior Management
  • Call on assigned book of high value clients to deepen relationships and retain business
  • Educate and introduce clients to appropriate products and services that fit their needs and grow portfolio balance and revenue
  • Manage credit requests up to $250K and work with Sr. Business Bankers on larger loans
  • Develop and execute a comprehensive sales plan to achieve results across designated territory
  • Adhere to sales management routines and Citi policies
  • Proactively manage portfolio and ensure customer satisfaction and retention
  • Collaborate with Consumer and Wealth partners to deepen client relationships
  • Coordinate with credit/risk and branches to facilitate loan closings and pricing issues

Skills

Consulting skills
Communication
Analytical thinking
Business development
Relationship management

Education

Bachelor's degree

Job description

Citi in Queens East, NY is hiring a Business Relationship Manager (AVP) to proactively source, acquire, expand, and retain customer relationships across a broad sales area. You will act as SME on Deposit, Credit, and Cash Management products and partner with Wealth Management, Mortgage, and various branch teams to deliver a world-class customer experience.

The role requires driving sales plans, managing credit requests up to $250K, and maintaining scorecard metrics while ensuring compliance with

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