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Citi Group VP Sr Business Banker -San Jose Ca 
United States, California, San Jose 
503508630

28.06.2024

Responsibilities:

  • Develop consistent sales cadence and interactive management of the existing portfolio clients with a focus on retention, credit quality and growth.
  • Responsible for conducting the annual review process, which entails performing site visits, collecting financial documents, and collaborating with the Credit Risk department.
  • Enhancing the overall effectiveness, productivity, and contribution of our bankers within the assigned Market by partnership development and leadership engagement.
  • As the senior business banker, you will be engaged as a subject matter expert and support resource for complex credit inquiries in the assigned market.
  • Achieve desired sales production and business scorecard metrics.
  • Use sound judgment in qualifying potential customers/deals as well as recommending the right financial solutions/products for the customer.
  • Develops credit structure and full credit packages where the total credit exposure is greater than $1MM and/or on specialty needs.
  • Analyze market trends and market size by integrating analytical skills and knowledge of data analysis tools and methodologies.
  • Maintain knowledge of industry and competitive landscape and provide timely insights and advice for uncovering and enhancing business opportunities.
  • Ensure all KYC and AML as well as other compliance norms are strictly adhered to.
  • 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:

  • 6-10 years banking experience, preferably 5+ years in Business Banking
  • Business and/or Commercial Credit training preferred
  • 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
  • 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.

Education:

  • Bachelor’s/University degree, Master’s degree preferred

Full timeSan Jose California United States$116,880.00 - $175,320.00



Anticipated Posting Close Date:

Jul 08, 2024

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