Business Banking Relationship Manager II

Citizens Bank
Columbus
Workplace: OnsiteFull timeUSD 150,000 - 180,000 annuallyFunction: Customer Success & Account ManagementExperience: 4+ yearsEducation: bachelorsSkills: ["Communication","Customer-centricity","Problem-solving","Negotiation","Self-accountability"]

Manage and grow a portfolio of business banking relationships for commercial customers in a defined target revenue range, acquiring new clients and deepening existing ones. Lead advisory discussions to uncover needs and position recommendations across credit, liquidity, interest rate management, treasury solutions, and wealth management. Collaborate with internal partners and COIs to generate new loan and deposit opportunities while operating in a sales culture focused on customer satisfaction, retention, and compliance.

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Citizens Bank
Citizens Bank
4 days ago

Business Banking Relationship Manager II

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 54 minutes agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Manage and grow a portfolio of business banking relationships for commercial customers in a defined target revenue range, acquiring new clients and deepening existing ones. Lead advisory discussions to uncover needs and position recommendations across credit, liquidity, interest rate management, treasury solutions, and wealth management. Collaborate with internal partners and COIs to generate new loan and deposit opportunities while operating in a sales culture focused on customer satisfaction, retention, and compliance.
Location: Columbus
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management

Key Responsibilities

  • •Manage, acquire, and deepen business customer relationships in the business banking target market.
  • •Conduct advisory-led discussions to assess client needs and deliver value-added recommendations.
  • •Engage COIs and internal partners to uncover and deepen new business opportunities.
  • •Work in a fast-paced sales environment with goals for loan/deposit generation and fee income.
  • •Actively participate in community activity to expand the customer base and represent company commitments.

Pay and Benefits

Salary: USD 150,000 - 180,000 annually
Perks:Health InsuranceDentalVisionRetirement BenefitsWellness StipendPaid Leave

Key Requirements

  • •4+ years of experience in upper Business Banking/Lower Middle Market.
  • •Completion of Commercial Credit Training.
  • •Experience with moderately complex portfolios, customers, and transactions.
  • •Strong written and oral communication skills, plus customer service and retention focus.
  • •Strong negotiation skills and ability to identify needs and use a consultative sales approach.
Experience:4+ yearsBankingCommercial lendingBusiness banking
Education:Bachelor's in business or finance
Skills:CommunicationCustomer-centricityProblem-solvingNegotiationSelf-accountability
Certifications:Commercial Credit Training
Tech Stack:Sales forceLending applications

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website