Business Banking Relationship Mgr. II
Citizens · West Conshohocken, PA · 1 mo ago
FinanceFull-time
About the role
In this role, you’ll acquire and deepen client relationships by collaborating across the enterprise to deliver comprehensive solutions in areas such as credit, liquidity, interest rate management, treasury solutions, and Wealth Management.
Responsibilities
- Manage, acquire, and deepen a portfolio of new and existing commercial customer relationships within the Business Banking target market of five million to fifty million in annual revenue.
- Provide advisory-led discussions to assess client needs and aspirations while positioning value-added recommendations that drive customer delight and shareholder value.
- Engage COIs and internal partners across the bank to uncover and deepen new business opportunities.
- Operate within a fast-paced, demanding sales culture with measured routines and goals aimed at new loan and deposit generation, fee income, customer service, and satisfaction.
- Actively engage in significant community activity to expand the potential customer base and exemplify our company credo and community commitments.
Requirements
- 4+ years in upper Business Banking/Lower Middle Market experience.
- Completion of Commercial Credit Training.
- Meaningful experience with moderately complex portfolios, customers, and transactions.
- Strong written and oral communication skills.
- Strong knowledge of sales force and various lending applications.
- Strong sense of customer service, satisfaction, and retention.
- Adept at needs identification, problem-solving, and the consultative sales approach.
- Strong negotiation skills and the ability to overcome objections and adversity.
- Ability to track prospects, customers, and COIs.
- Ability to self-generate and drive new business development.
- Action-oriented and self-accountable to superior results.
- Strong understanding of risk and compliance.
- Meaningful community involvement.
- Strong understanding of core products and services.
Qualifications
Preferred undergraduate degree in business or finance.
Schedule
Hours per Week: 40
Work Schedule: Monday - Friday
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.