Senior Relationship Manager - Team Lead

Citizens Business Bank; San Jose (CA); On-site; USD 191,000 - 287,000; Full time

Job summary

Citizens Bank seeks a Senior Relationship Manager - Team Lead to manage a portfolio of Commercial clients and grow relationships through loans, deposits and other banking products. The role also supports Center sales and service efforts to retain and expand relationships.

The position requires collaboration with the Center manager to meet earnings goals, ensure CRA compliance, and uphold The Citizens Experience in all customer interactions.

Qualifications

• Four year college or university degree or equivalent combination of education and experience.
• 3–5 years Commercial Banking experience and/or training or equivalent combination of education and experience.
• Ability to develop and maintain relationships with commercial clients and cross-sell banking products.

Responsibilities

• Manage a portfolio of Commercial clients and develop relationships leading to loans, deposits and other banking products.
• Assist with Center sales and service efforts to retain and grow relationships.
• Assist in Center budget management to meet deposit, loan, and net income goals.
• Ensure adherence to bank policies, CRA compliance and audit procedures.
• Lead and participate in community activities and Center functions.
• Collaborate with Center manager to achieve earnings objectives and deliver The Citizens Experience.

Skills

Customer relationship management

Sales & cross-selling

Financial analysis

Communication skills

Education

Four year college degree

Commercial Banking experience

Job description

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

1. Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
2. Provide, present and promote The Citizens Experience to all external and internal customers.
3. 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.
4. Assist with the management of the Center budget to ensure that deposit, loan and net income goals are met.
5. Work with the Manager to ensure that all Bank operating and lending policies and procedures are properly implemented and followed.
6. Assist in properly following and implementing all Bank audit procedures.
7. Assist the manager to ensure that the Bank's CRA policies and objectives are adhered to in the Center and its assigned service area.
8. Assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships.
9. Manage personal sales efforts in order to meet Center goals.
10. Commitment to teamwork and a focus on delivering The Citizens Experience Customer Service.
11. 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

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