Business Banking Relationship Manager I

Citizens Bank
United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 2+ yearsEducation: bachelorsSkills: ["Leadership","Communication","Interpersonal skills","Relationship building","Self-motivation"]

Build consultative relationships with small business clients to grow and manage a portfolio, understand needs, and deliver value-added banking solutions. Partner with the business banking team to enhance customer experience, increase loyalty, and improve profitability. Complete onboarding training, develop market knowledge, and expand relationships through Centers of Influence (e.g., CPAs and attorneys), including active community involvement to drive new relationships.

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Citizens Bank
Citizens Bank
1 month ago

Business Banking Relationship Manager I

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 58 minutes agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Build consultative relationships with small business clients to grow and manage a portfolio, understand needs, and deliver value-added banking solutions. Partner with the business banking team to enhance customer experience, increase loyalty, and improve profitability. Complete onboarding training, develop market knowledge, and expand relationships through Centers of Influence (e.g., CPAs and attorneys), including active community involvement to drive new relationships.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Develop consultative relationships with small business clients in the target market.
  • •Understand client needs, provide value-added solutions, manage an existing customer portfolio, and drive new commercial relationships.
  • •Partner with the business banking team to enhance customer experience, increase loyalty, and improve profitability.
  • •Complete Business Banking University and sales training during the initial four-week orientation, plus commercial credit training to assess and mitigate lending risk.
  • •Maintain market knowledge and expand relationships with Centers of Influence and through community activity to grow the customer base.

Key Requirements

  • •Bachelor’s degree or equivalent combination of education and experience.
  • •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.
  • •Excellent written and verbal communication skills and ability to develop strong customer and colleague relationships.
Experience:2+ yearsBusiness lendingBusiness bankingSmall business
Education:Bachelor's
Skills:LeadershipCommunicationInterpersonal skillsRelationship buildingSelf-motivation

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