Strategic Banking Relationship Manager – San Jose Area

Citi; San Jose (CA); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

Citi in San Jose is looking for a Business Banker responsible for acquiring and retaining client relationships, focusing on maximizing sales opportunities. This role involves collaboration with various branches to ensure a world-class customer experience.

Candidates should have 5–8 years of banking experience and possess strong consulting and analytical skills. The position also offers comprehensive benefits, including medical and wellness programs.

Qualifications

• 5–8 years of experience in banking, preferably 2–5 years in business banking.
• Exceptional consulting skills for sales transactions.
• Ability to present complex financial information.

Responsibilities

• Lead as the subject matter expert across assigned branches.
• Accountable for scorecard metrics as defined by management.
• Develop and execute a sales plan to achieve targets.

Skills

Consulting skills

Analytical skills

Communication and influence skills

Customer-oriented

Business development skills

Education

Bachelor’s/University degree

Job description

Citi in San Jose is looking for a Business Banker responsible for acquiring and retaining client relationships, focusing on maximizing sales opportunities. This role involves collaboration with various branches to ensure a world-class customer experience.

Candidates should have 5–8 years of banking experience and possess strong consulting and analytical skills. The position also offers comprehensive benefits, including medical and wellness programs.