Strategic Business Banking Relationship Manager

Citi; Plainedge (NY); On-site; USD 99,000 - 148,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off and holidays

Job summary

Citi in Plainedge, NY seeks a Business Banker to proactively source, acquire, expand and retain customer relationships, leveraging SME knowledge on Deposit, Credit and Cash Management to grow a robust book of business and deliver world-class service. You will lead cross-branch collaboration, manage credit requests up to $250K with Sr.

bankers on larger loans, and develop integrated sales plans to meet targets while ensuring compliance and exceptional client experiences.

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, deepen relationships
• 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
• Highly effective communication and influence skills
• Customer oriented and responsive
• Superior organizational skills
• Excellent business development skills
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures

Responsibilities

• Lead as SME across a broad sales Area of assigned branches with branch stakeholders and other Area partners
• Partner with cross retail segment Area peers to optimize relationships and execute sales plan
• Accountable to scorecard metrics and KPIs defined by Senior Management
• Support development of small business knowledge in area team through joint sales activities, training, and referrals
• Call on assigned book of high-value clients to deepen relationships and retain business
• Educate clients on products and services to grow portfolio balance and revenue
• Manage credit requests up to $250K and work with Sr. Business Bankers on larger loans
• Develop and execute an integrated sales plan to achieve scorecard results and acquire new clients
• Adhere to sales management routines and compliance policies
• Proactively manage portfolio and ensure customer satisfaction and retention
• Foster teamwork and knowledge in branches for positive customer experience
• Collaborate with Consumer and Wealth partners to deepen relationships
• Work with credit/risk team and Branches to facilitate loan closings and pipeline management
• Adhere to account opening and credit documentation
• Assess risk with attention to Citi policies and regulatory requirements

Skills

Consulting skills

Analytical skills

Presentation skills

Credit structuring

Communication skills

Customer focus

Organizational skills

Business development

Mortgage licensing

Education

Bachelor's degree

Job description

Citi in Plainedge, NY seeks a Business Banker to proactively source, acquire, expand and retain customer relationships, leveraging SME knowledge on Deposit, Credit and Cash Management to grow a robust book of business and deliver world-class service. You will lead cross-branch collaboration, manage credit requests up to $250K with Sr.

bankers on larger loans, and develop integrated sales plans to meet targets while ensuring compliance and exceptional client experiences.