- Lead as the subject matter expert across a broad sales territory of 7-10 branches, which comprise of branch stakeholders and other territory partners (e.g. Wealth Management, Mortgage)
- Partner with cross retail segment territory peers spanning Wealth Management, Consumer and Mortgage and initiate collaboration to optimize relationships to execute sales plan
- Provide leadership, coaching, training and develop small business knowledge and skills to assigned branch territory team, primarily Branch Managers, through execution of joint sales activities, ongoing training, and identifying referral opportunities
- Define, Implement and Execute strategy and small business roadmap for assigned territory aligned with sales plan
- Manage complex credit requests up to $1MM, uncover client opportunity greater than $1MM and work closely with Sr. RBBs to refer opportunities with monthly client and prospect contacts.
- Banker to under understand complex products and services necessary to uncover client needs and solutions at larger credit amounts
- Source and provide credit solutions for prospects and clients. The RBB develops credit structure and full credit packages including the deal summary memo for total credit exposure greater than $250K. Credit certified in small business banking. Follow up on credit referrals >$250M from Branch Managers and Business Bankers. Work with Branch staff and customer on preparing proper credit structure and credit package.
- Achieve desired revenue, sales production, business scorecard and service scores.
- Develop and execute an integrated and comprehensive sales plan to achieve scorecard results, drive acquisition of new to bank clients and target industry/sectors maximizing the highest potential across designated territory
- Develop a Center of Influence (COI) network by engaging in business networking and community activities. RBB will actively represent Citibank in business communities, generate business leads and close business opportunities. Through extensive involvement, create local community awareness that the bank is critically focused on partnering in the community and providing multi-product banking solutions to the small business community. Maintain frequent interaction with COIs, diverse industry segments, community leaders and senior business contacts, with the goal of developing consistent business referral that will contribute to market share growth.
- Proactively manage portfolio of assigned high value clients. Expand business banking customer relationships by identifying needs and maximizing opportunities. Ensure customer satisfaction and retention. Cross-sell and refer to other business segments. Portfolio Management assignment based on Top 100 largest clients, representing 40% to total RBB Revenue contributions at Citi.
- Deliver client satisfaction and relationship profitability. Be primary point of contact.
- Leverage, coordinate, and organize targeted marketing campaigns, events and new product launches to drive sales activities and fulfill customer needs across territory.
- Foster teamwork and small business knowledge in all assigned branches to ensure a positive customer experience. Be accountable to client service scores
- Partner with Commercial Banking, Mortgage, CitiGold, and PWM to ensure ongoing and appropriate client communication to support maximization and satisfaction of client relationship.
- Provide Product Specialists with qualified referrals. Assist through closing
- Strictly adhere to internal control policies such as the account opening and credit protocols of accurate collection, completion and updating of all required documentation.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
- 2-5 years banking experience, preferably 2-3 years in Business Banking
- Exceptional consulting skills; ability to probe, listen, clarify and present information to advance sales transactions, deepen relationships
- Demonstrated 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.
- Bachelor's/University degree or equivalent experience
-
Customer Relationship Management
3 weeks ago
The University of the District of Columbia Washington, United StatesThe CRM Administrator is responsible for coordinating the day-to-day configuration, support, and maintenance of the Salesforce platform. Under the direct supervision of the Vice President of Enrollment Management, this position fosters collaboration Relationship, Salesforce Admin ...
-
Customer Relationship Manager
3 weeks ago
Improvix Technologies, Inc. Washington, United StatesLocation: Washington, DC · Remote: ONSITE · Clearance: Top Secret · Duration: Full Time, Day Shift · Summary Description · We are looking for a motivated, results driven and customer-focused professional to support a Customer Relationship and Accounts/Access Management team for ...
-
Com'l Banking Relationship Manager
3 days ago
Umpqua Bank Washington, United StatesUmpqua Bank is a publicly traded financial holdings company, headquartered in the Pacific Northwest with 6,000+ employees, which offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Colu ...
-
Senior Commercial Relationship Manager
1 day ago
Wells Fargo Washington, United StatesAbout this role: · Wells Fargo is seeking an experienced Commercial Relationship Manager to join the DMV (D.C., MD, VA) team in our Middle Market Client Coverage business. Learn more about the career areas and lines of business at . · In this role, you will: · Employ customer co ...
-
AVP, Business Banking Relationship Manager
3 weeks ago
Citigroup Inc Washington, United StatesThe Business Banker (BB) is responsible for proactively sourcing, acquiring, expanding and retaining customer relationships by maximizing sales opportunities in an assigned territory, under the Business Bank, and ensuring a world-class customer experience for all current and pros ...
-
Client Relationship Manager
2 weeks ago
The Hartford Washington, United StatesClient Relationship Manager - SA 08 AE - Were determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals and to help othe Relationship Manager, Client Rel ...
-
IT Business Relationship Manager
3 weeks ago
Mathematica Policy Research Washington, United StatesPosition Description:Mathematica applies expertise at the intersection of data, methods, policy, and practice to improve well-being around the world. We collaborate closely with public- and private-sector partners to translate big questions into deep insights that improve program ...
-
Client Relationship Manager
5 days ago
The Hartford Washington, United StatesClient Relationship Manager - SA08AE · We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join ...
-
IT Business Relationship Manager
2 weeks ago
Mathematica Policy Research Washington, United StatesPosition Description: · Mathematica applies expertise at the intersection of data, methods, policy, and practice to improve well-being around the world. We collaborate closely with public- and private-sector partners to translate big questions into deep insights that improve pro ...
-
Sr. Relationship Manager
2 weeks ago
Bank of America Washington, United StatesSr. Relationship Manager - Global Commercial Banking - Healthcare, Education, Not-for-Profit Group · Baltimore, Maryland;Washington, District of Columbia · Job Description: · Bank of America believes both in the importance of working together and offering flexibility to our emplo ...
-
Business Relationship Manager
1 week ago
Wilmerhale Washington, United StatesWilmerHale is a leading, full-service international law firm with 1,000 lawyers located throughout 12 offices in the United States, Europe and Asia. Our lawyers work at the intersection of government, technology and business, and we remain committed to our guiding principles of p ...
-
IT Business Relationship Manager
3 weeks ago
Mathematica Policy Research Washington, United StatesPosition Description: · Mathematica applies expertise at the intersection of data, methods, policy, and practice to improve well-being around the world. We collaborate closely with public- and private-sector partners to translate big questions into deep insights that improve pro ...
-
Strategic Relationships Manager
1 week ago
AARP Washington, United StatesOverview · AARP is the nation's largest nonprofit, nonpartisan organization dedicated to empowering people 50 and older to choose how they live as they age. With a nationwide presence, AARP strengthens communities and advocates for what matters most to the more than 100 million ...
-
IT Business Relationship Manager
2 weeks ago
Mathematica Washington, United StatesPosition Description: · Mathematica applies expertise at the intersection of data, methods, policy, and practice to improve well-being around the world. We collaborate closely with public- and private-sector partners to translate big questions into deep insights that improve prog ...
-
Business Relationship Manager
2 weeks ago
Wilmerhale Washington, United StatesJob DescriptionWilmerHale is a leading, full-service international law firm with 1,000 lawyers located throughout 12 offices in the United States, Europe and Asia. Our lawyers work at the intersection of government, technology and business, and we remain committed to our guiding ...
-
Customer Relationship Management
3 weeks ago
Funko Washington, United StatesFunko Overview · Welcome to the Funko-verse, a world built on pure imagination, a land governed by the philosophy that stories matter, a universe comprised of characters from countless fandoms, a galaxy of once upon a times and happily ever afters. · But what does Funko do? · ...
-
Customer Relationship Management
2 weeks ago
University of the District of Columbia Washington, United StatesNumber of Vacancies: · 1 · Area of Consideration: · Open To The Public · Position Status: · Full-Time, Regular · Pay Plan, Series & Grade: · DS0058/5 · Salary Range: · Up to $93,954 · Closing Date: · Open Until Filled · Location: · 4200 Connecticut Ave NW, Washington ...
-
Talent Acquisition Concepts Washington, United StatesAre you looking for a Challenge? · Looking for an innovative organization and the opportunity to learn and grow professionally? We are seeking a · Business Relationship Management/ Agile Task Lead · to provide support to Government Program Managers in conducting business relat ...
-
Talent Acquisition Concepts Washington, United StatesAre you looking for a Challenge? Looking for an innovative organization and the opportunity to learn and grow professionally? We are seeking a Business Relationship Management/ Agile Task Lead to provide support to Government Program Managers in conducting business relations betw ...
-
Commercial Banking Relationship Manager
2 weeks ago
Hingham Institution for Savings Washington, United StatesAbout Hingham Institution for Savings · Incorporated in 1834, Hingham Institution for Savings is one of America's oldest banks. The Bank provides commercial mortgage and relationship banking services in Boston, Nantucket, Washington, D.C. and the San Francisco Bay Area. Publicly ...
AVP, Business Banking Relationship Manager - Washington, United States - Citigroup Inc
Description
The Business Banker (BB) is responsible for proactively sourcing, acquiring, expanding and retaining customer relationships by maximizing sales opportunities in an assigned territory, under the Business Bank, and ensuring a world-class customer experience for all current and prospective clients.
Individuals in this role are Subject Matter Experts (SME) on complex Credit and Treasury Products and support their assigned area branches end to end.
Responsibilities:
Leadership and Influencing without Authority
Qualifications:
Education:
Job Family Group:
Commercial and Business Sales
Job Family:
Retail Business/Citi Business
Time Type:
Full time
Primary Location:
Washington District Of Columbia United States
Primary Location Full Time Salary Range:
$94, $141,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
Citi offers competitive employee benefits, including:
medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
For additional information regarding Citi employee benefits, please visit Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date:
May 10, 2024
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
View the "EEO is the Law ) " poster. View the EEO is the Law Supplement ) .
View the EEO Policy Statement ) .
View the Pay Transparency Posting )
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.