Business Banking Relationship Manager II

Citizens Bank
Connecticut, United States
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 4+ yearsEducation: bachelorsSkills: ["Communication","Customer service","Consultative sales","Negotiation","Problem solving"]

Build and deepen a portfolio of commercial customer relationships within the business banking target market. Lead advisory discussions to assess client needs and deliver value-added recommendations across areas like credit, liquidity, interest rate management, treasury solutions, and wealth management. Collaborate with internal partners and COIs to uncover new opportunities, meet goals for loan/deposit and fee generation, and actively participate in community activities to expand the customer base.

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Citizens Bank
Citizens Bank
1 month ago

Business Banking Relationship Manager II

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Source: Company careers pageValidated by: Fursa AI
Last checked: 19 hours agoStatus: Live

Job Summary

Build and deepen a portfolio of commercial customer relationships within the business banking target market. Lead advisory discussions to assess client needs and deliver value-added recommendations across areas like credit, liquidity, interest rate management, treasury solutions, and wealth management. Collaborate with internal partners and COIs to uncover new opportunities, meet goals for loan/deposit and fee generation, and actively participate in community activities to expand the customer base.
Location: Connecticut, United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage, acquire, and deepen a portfolio of new and existing commercial customer relationships.
  • •Conduct advisory-led discussions to assess client needs and position value-added recommendations.
  • •Collaborate with COIs and internal partners to uncover and deepen business opportunities.
  • •Drive goals in a fast-paced sales culture, including new loan and deposit generation, fee income, and customer satisfaction.
  • •Engage in community activity to expand the potential customer base and represent company commitments.

Key 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.
Experience:4+ yearsBusiness bankingCommercial bankingLower middle market
Education:Bachelor's in business or finance
Skills:CommunicationCustomer serviceConsultative salesNegotiationProblem solving
Languages:US

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