Citi Group AVP Business Banking Relationship Manager - San Jose 

United States, California, San Jose 

747395126

Leadership and Influencing without Authority

• Lead as the subject matter expert across a broad sales territory of 7-10 branches, which comprise of ~ 80 - 100 branch stakeholders and other territory partners (e.g. Wealth Management, Mortgage)

• Partner with cross retail segment territory peers spanning Wealth Management, Consumer and Mortgage and initiate collaboration to optimize relationships to execute sales plan

• Provide leadership, coaching, training and develop small business knowledge and skills to assigned branch territory team, primarily Branch Managers, through execution of joint sales activities, ongoing training, and identifying referral opportunities

• Define, Implement and Execute strategy and small business roadmap for assigned territory aligned with sales plan

• Manage complex credit requests up to $1MM, uncover client opportunity greater than $1MM and work closely with Sr. RBBs to refer opportunities with monthly client and prospect contacts.

• Banker to under understand complex products and services necessary to uncover client needs and solutions at larger credit amounts

• Source and provide credit solutions for prospects and clients. The RBB develops credit structure and full credit packages including the deal summary memo for total credit exposure greater than $250K. Credit certified in small business banking. Follow up on credit referrals >$250M from Branch Managers and Business Bankers. Work with Branch staff and customer on preparing proper credit structure and credit package.

Execution & Goal Oriented

• Achieve desired revenue, sales production, business scorecard and service scores.

• Develop and execute an integrated and comprehensive sales plan to achieve scorecard results, drive acquisition of new to bank clients and target industry/sectors maximizing the highest potential across designated territory

Client Management

• Deliver client satisfaction and relationship profitability. Be primary point of contact.

• Leverage, coordinate, and organize targeted marketing campaigns, events and new product launches to drive sales activities and fulfill customer needs across territory.

• Foster teamwork and small business knowledge in all assigned branches to ensure a positive customer experience. Be accountable to client service scores

• Partner with Commercial Banking, Mortgage, CitiGold, and PWM to ensure ongoing and appropriate client communication to support maximization and satisfaction of client relationship.

• Provide Product Specialists with qualified referrals. Assist through closing

• Strictly adhere to internal control policies such as the account opening and credit protocols of accurate collection, completion and updating of all required documentation.

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 2-5 years banking experience, preferably 2-3 years in Business Banking

• Exceptional consulting skills; ability to probe, listen, clarify and present information to advance sales transactions, deepen relationships

• Demonstrated analytical skills and ability to assimilate complex financial and company operating information

• Professional presentation skills

• Strong working knowledge of credit structuring and processing; credit trained preferred

• Highly effective communication and influence skills

• Customer oriented and responsive

• Superior organizational skills

• Excellent business development skills

• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

• Bachelor's/University degree or equivalent experience

Anticipated Posting Close Date:

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