Business Banking Relationship Manager I

Citizens•Pittsburgh, PA

13d

About The Position

Citizens is seeking a motivated, successful Relationship Manager to manage moderately to less complex portfolios and apply sales and credit skills. The role focuses on developing relationships with small business clients, understanding their needs, providing financial solutions, managing existing customer portfolios, and generating new commercial relationships. The position works with banking, lending, and investing colleagues to support clients’ short- and long-term financial goals and improve customer experience, loyalty, and profitability. The role includes four weeks of initial orientation and sales training, along with commercial credit training. The position is scheduled for 40 hours per week, Monday through Friday.

Requirements

Bachelor’s degree or an equivalent combination of education and experience.
Business-to-business sales experience.
Motivated self-starter with demonstrated leadership ability and potential.
Ability to work effectively in a team atmosphere and build upon and leverage strong internal and external networks.
Ability to succeed in a fast-paced, demanding sales culture with measured routines and goals for new loan and deposit generation, cross-sales, customer service, and satisfaction.
Excellent written and verbal communication and interpersonal skills.
Ability to develop strong customer and colleague relationships.

Nice To Haves

At least 2 years in a Business Banking Relationship Manager role or related business lending experience.
Proficiency with portfolio or account management.
Understanding of core business products and services.
Consistent record of sales and outside calling skills.

Responsibilities

Develop consultative relationships with small business clients in the target market with annual revenues of $1 million to $10 million.
Understand client needs, provide value-added solutions, manage a portfolio of existing customers, and drive new commercial customer relationships.
Partner with the business banking team to deliver product solutions that enhance customer experience, increase loyalty, and improve customer and Bank profitability.
Complete Business Banking University and Drive Sales training during the initial four-week orientation, and complete commercial credit training to prepare to identify, assess, and mitigate lending risk.
Maintain strong market knowledge and develop, retain, and expand relationships with Centers of Influence, such as CPAs and attorneys.
Engage in community activities to expand the potential customer base.