-
Citizens Southfield, United StatesAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across banking, lending an ...
-
Business Banking Relationship Manager II
1 week ago
Citizens Financial Group, Inc. Southfield, United States· 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, lendin ...
-
Business Banking Relationship Manager II
6 days ago
Citizens Southfield, United StatesAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across banking, lending an ...
-
Road Ready Inc Southfield, United States**CUSTOMER RELATIONSHIP MANAGEMENT SPECIALIST** · **Job Title : CUSTOMER RELATIONSHIP MANAGEMENT SPECIALIST** · Department : Road Ready Location : Southfield, MI Job Description : **PRIMARY FUNCTION** · The Relationship Management Specialist is the primary technical resource f ...
-
Nexus Innovations Farmington, United StatesPacific International is excited to announce its partnership with a leading truck manufacturer dedicated to delivering quality and innovation in the transportation industry. With a rich history spanning over 8 years, they are well-known for their commitment to excellence, reliabi ...
-
Relationship Account Manager
1 week ago
DRYmedic Restoration Services Bloomfield Hills, United StatesBenefits: 401(k) 401(k) matching Company parties Dental insurance Health insurance Paid time off Training & development Tuition assistance Vision insurance Wellness resources We're looking for a dynamic and motivated Relationship Account Manager to join our team As the Relationsh ...
-
Relationship Account Manager
2 days ago
DRYmedic Restoration Services Bloomfield Hills, United StatesBenefits:401(k) · 401(k) matching · Company parties · Dental insurance · Health insurance · Paid time off · Training & development · Tuition assistance · Vision insurance · Wellness resources · We're looking for a dynamic and motivated Relationship Account Manager to join our tea ...
-
Client Relationship Manager
1 week ago
LHH Farmington Hills, United StatesOur client at LHH is · seeking a dynamic and organized individual to join our team as a Client Relationship Manager The successful candidate will play a key role in supporting our financial advisor in delivering exceptional service to our clients. This position offers an excelle ...
-
Client Relationship Manager
1 week ago
LHH Farmington Hills, United StatesOur client at LHH is seeking a dynamic and organized individual to join our team as a Client Relationship Manager The successful candidate will play a key role in supporting our financial advisor in delivering exceptional service to our clients. This position offers an excellent ...
-
Client Relationship Manager
1 week ago
LHH Farmington, United StatesOur client at LHH isseeking a dynamic and organized individual to join our team as a Client Relationship Manager The successful candidate will play a key role in supporting our financial advisor in delivering exceptional service to our clients. This position offers an excellent o ...
-
Relationship Manager
1 week ago
Bank of America Dearborn, United States OTHERJob Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
-
Relationship Manager
1 week ago
COMERICA MANAGEMENT CO INC DETROIT, United States Paid WorkRelationship Manager, Middle Market · The Relationship Manager is responsible for new business development, portfolio management and underwriting to support the needs of the group. This role will focus on clients that typically have an annual revenue between $30MM and $500MM. · P ...
-
Relationship Account Manager
6 days ago
DRYmedic Bloomfield Hills, MI Bloomfield Hills, United StatesJob Description · Job DescriptionBenefits:401(k) · 401(k) matching · Company parties · Dental insurance · Health insurance · Paid time off · Training & development · Tuition assistance · Vision insurance · Wellness resources · We're looking for a dynamic and motivated Relationshi ...
-
Relationship Manager
1 week ago
Comerica Bank Grosse Pointe Woods, United States Full timeJob Description · Small Business Relationship Manager The Small Business Relationship Manager is responsible for acquiring, managing, and retaining a portfolio up to ~100 small business clients. This role will support multiple banking centers in a defined geographic territory by ...
-
Relationship Manager
1 week ago
Comerica Detroit, United States Paid WorkRelationship Manager, Municipalities-Group The RM role will be responsible for new business development, portfolio management, and cross-selling to support the needs of the group. What we can offer you * Comerica Funded Retirement Plan and 401(K) Matching * Paid Time Off (PTO) * ...
-
Relationship Manager
1 week ago
COMERICA MANAGEMENT CO INC DETROIT, United States Paid WorkRelationship Manager, Municipalities-Group · The RM role will be responsible for new business development, portfolio management, and cross-selling to support the needs of the group. · What we can offer you · * Comerica Funded Retirement Plan and 401(K) Matching · * Paid Time Off ...
-
Client Relationship Manager
3 days ago
Exela Technologies Troy, United StatesJob Description · Job DescriptionWhy Exela? · Help us revolutionize the way that business around the world gets done. As a member of Team Exela, you'll join a passionate, creative, and knowledgeable group of experts covering a wide range of industries and business sectors all dri ...
-
Customer Relationship Manager
3 days ago
Exela Technologies Troy, United StatesJob Summary: · The Customer Relationship Manager is responsible for client satisfaction and retention, upselling, problem-solving and support of customer print and promotional item management. The primary focus of this role is to drive the strategic direction and develop the peo ...
-
Customer Relationship Manager
1 week ago
Exela Technologies Troy, United StatesJob Summary: · The Customer Relationship Manager is responsible for client satisfaction and retention, upselling, problem-solving and support of customer print and promotional item management. The primary focus of this role is to drive the strategic direction and develop the peo ...
-
Personal Banker
3 days ago
American National Bank Oakland Park, United StatesJob Overview: · We are seeking a highly motivated and customer-focused individual to join our team as a Personal Banker. As a Personal Banker, you will be responsible for providing exceptional service to our customers and assisting them opening accounts, cross-selling Bank produc ...
Business Banking Virtual Relationship Manager - Southfield, United States - Citizens Bank
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, helping them with short- and long-term financial goals.
TheRelationship Managerin the Virtual Channel is focused on understanding their customer's needs and building deep relationships with them.Consistent communication and call preparation is critical in understanding their customer's needs and providing tailored solutions to meet them.
In developing these solutions the Relationship Manager will usemany resources and a comprehensive set of products.
Successful RMs in this channel will have comfort in using technology and digital tools in managing their customers and working with their key business partners.
These individuals will be self motivated, have a good understanding of business banking solutions such as credit, deposit, cash management and other services.
It is critical that the RM has developed the skills to independently assess and determine product solutions to help customers.
The RM will be agile, able to adapt to change and thrive in a fast paced team environment.The RM will manage a portfolio of small business customers. The RM will focus on businesses with revenues between five hundred thousand to five million in revenue.
They will be responsible for credit relationships up to one million and understanding and meeting a wide range of other customer needs.
The RM will also be expected to pursue referrals from customers as they occur in the relationship building process.The RM will operate in an exciting sales culture with proven routines to help understand and meet customer needs.
The RMs will be goaled on, and expected to generate, new loan, deposit, cash management and other product solutions appropriate for the customer base.
Meeting sales targets will require strong credit acumen and the ability to work well with Citizens underwriting team.The RM will be also be expected to have the ability to have in-depth cash flow cycle conversations with customers with the goal to recommend the appropriate Cash Management and or other solutions.
RMs in this channel will have high expectations for keeping in touch with their customers which will be expected to drive high levels of customer satisfaction.
Communication with customers will initially be mostly virtually via telephone, Teams and through email.Over time additional forms of communication are expected to be added such as chat and video.
Other technologies to help customers such as "screen sharing" and other digital forms of communication will be considered.
Additional targeted marketing support is expected to be built for the Channel to help educate customers, expand RMs abilities to improve and expand relationships with them.
Given this is a new channel, using new technologies and approaches, feedback from the RMs will be critical in continuously improving how the Bank helps customers and improves the overall effectiveness of this important relationship management channel.
Primary responsibilities includeCandidate must to report to the Citizens office location daily, this is not a remote based position.
Understand customer situation and needs
Conduct extensive Pre Call Planning and preparation by leveraging sales tools and resources such Vertical IQ, and other research tools.
Proactively perform Discovery Calls with customers and prospects to further understand their needs and be able to make appropriate recommendations for business solutions.
This will require independent thinking and analysis by the RM as they work to understand customer and prospect business relationships and needs to determine which products best meet their financial circumstances.
Proactively make out bound Presentation Sales Calls to recommend appropriate business solution.These solutions will include a wide range of products and services and leverage our new digital solutions including VantageLink.
Consult with a wide range of partners to help meet the business and personal financial needs of our customers and prospects.
These solutions includes loan, deposit, cash management, merchant, payroll, wealth management and many others.The RMs will lead making product recommendations and be expected to quarterback all prospective and active deals while being the primary contact and liaison between the customers and partners.
Ensure the service needs of customers are met by working with key colleagues including their Relationship Support Specialist (RSS), Contact Center and other areas that can help the customer.
Complete administrative task including daily sales & calling reporting. Adhere to compliance requirements.Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelors Degree or equivalent combination of education and experience,required.
2+ years in a Business Banking Relationship Manager role or related business lending experience preferred.
Business to Business sales experience required.
Motivated self starter with demonstrated leadership ability and potential.
Successfully operate in a "team" atmosphere building upon and leveraging strong internal and external network.
Ability to succeed in a fast paced, demanding sales culture with measured routines and goals aimed at new loan and deposit generation, cross sales, customer service and satisfaction
Proficiency with portfolio/account management preferred.
Ability to understand core business products and services. Proven track record of sales and outside calling skills.
Excellent communication (written & verbal) and interpersonal skills.
Ability to develop strong customer and colleague relationships.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability.
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity EmployerCitizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
#J-18808-Ljbffr
