Business Banking Relationship Manager I

Citizens Bank; Westwood (MA); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a motivated Relationship Manager to enhance client relationships and drive business growth. This role involves developing consultative relationships with small business clients, understanding their needs, and providing tailored solutions. You will collaborate with a dedicated team to offer a wide array of product solutions, ensuring customer satisfaction and loyalty. With an uncapped incentive opportunity, this position promises significant career growth within a supportive environment. If you are a self-starter with a passion for sales and client engagement, this is the perfect opportunity for you.

Qualifications

• 2+ years in a Business Banking Relationship Manager role preferred.
• Proven success in a fast-paced sales culture focused on loan generation.

Responsibilities

• Develop consultative relationships with small business clients.
• Manage a portfolio of existing customers and drive new relationships.

Skills

Business-to-Business sales

Client relationship management

Sales and credit skills

Team collaboration

Communication skills

Education

Bachelor’s degree

Tools

Portfolio management

Job description

Description

At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending, and investing, assisting them with short- and long-term financial goals.

Citizens is seeking a motivated, highly successful, proven Relationship Manager with experience in moderately to less complex portfolios and a strong grasp of sales and credit skills. This senior-level performer will have an immediate impact. We reward you with an uncapped incentive opportunity and the chance to grow your career within a world-class organization.

Primary responsibilities include

1. Develop consultative relationships with small business clients in your target market with annual revenues ranging from $500,000 to $5 million.
2. Understand client needs, provide value-added solutions, manage a portfolio of existing customers, and drive new commercial customer relationships.
3. Partner effectively with an award-winning business banking team offering a wide array of product solutions to enhance customer experience, increase loyalty, and improve profitability for both customers and the Bank.
4. Complete Business Banking University and Drive Sales training during your initial four-week orientation, along with a commercial credit training program to prepare you to identify, assess, and mitigate lending risks.
5. Maintain strong market knowledge and develop, retain, and expand relationships with Centers of Influence, such as CPAs and Attorneys.
6. Actively engage in community activities to expand your potential customer base.

Qualifications, Education, Certifications, and/or Other Professional Credentials

1. Bachelor’s degree or equivalent combination of education and experience required.
2. 2+ years in a Business Banking Relationship Manager role or related business lending experience preferred.
3. Business-to-Business sales experience required.
4. Motivated self-starter with demonstrated leadership ability and potential.
5. Ability to operate effectively in a team environment, leveraging strong internal and external networks.
6. Proven success in a fast-paced, demanding sales culture with goals focused on new loan and deposit generation, cross-sales, customer service, and satisfaction.
7. Proficiency with portfolio and account management preferred.
8. Ability to understand core business products and services, with a proven record in sales and outside calling skills.
9. Excellent written and verbal communication and interpersonal skills.
10. Ability to develop strong relationships with customers and colleagues.

Hours and Work Schedule

• Hours per week: 40
• Work schedule: Monday through Friday

Some job boards estimate salary ranges based on jobseeker data. If you qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens and its affiliates provide equal employment and advancement opportunities without regard to age, race, gender, disability, sexual orientation, or any other protected category. We are committed to fostering an inclusive culture where all colleagues are treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, and performance.