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Citizens · 13 hours ago

Bus Bkg Virt Relationship Mgr

Pittsburgh, PA

Full-time

Onsite

Entry, Mid Level

2+ years exp

Citizens is focused on providing tailored advice and personalized experiences to help clients navigate their financial needs. The Relationship Manager in the Virtual Channel will deepen client relationships by understanding their needs and providing tailored financial solutions, while managing a portfolio of small business customers.

BankingCredit CardsFinancial ServicesFinTechRetail

Responsibilities

Understand customer situation and needs

Conduct extensive Pre Call Planning and preparation by leveraging sales tools and resources such Vertical IQ, Salesforce.com and other research tools

Proactively perform Discovery Calls with customers and prospects to further understand their needs and be able to make appropriate recommendations for business solutions. This will require independent thinking and analysis by the RM as they work to understand customer and prospect business relationships and needs to determine which products best meet their financial circumstances

Proactively make out bound Presentation Sales Calls to recommend appropriate business solution. These solutions will include a wide range of products and services and leverage our new digital solutions including VantageLink

Consult with a wide range of partners to help meet the business and personal financial needs of our customers and prospects. These solutions includes loan, deposit, cash management, merchant, payroll, wealth management and many others. The RMs will lead making product recommendations and be expected to quarterback all prospective and active deals while being the primary contact and liaison between the customers and partners

Ensure the service needs of customers are met by working with key colleagues including their Relationship Support Specialist (RSS), Contact Center and other areas that can help the customer

Complete administrative task including daily Salesforce.com sales & calling reporting. Adhere to compliance requirements

Qualification

Business Banking SolutionsSalesforce.comCustomer Relationship ManagementBusiness to Business SalesPortfolio ManagementCommunicationInterpersonal SkillsTeam CollaborationSelf-Motivated

Required

Bachelors Degree or equivalent combination of education and experience

Business to Business sales experience

Motivated self starter with demonstrated leadership ability and potential

Successfully operate in a 'team' atmosphere building upon and leveraging strong internal and external network

Ability to succeed in a fast paced, demanding sales culture with measured routines and goals aimed at new loan and deposit generation, cross sales, customer service and satisfaction

Ability to understand core business products and services

Proven track record of sales and outside calling skills

Excellent communication (written & verbal) and interpersonal skills

Ability to develop strong customer and colleague relationships

Preferred

2+ years in a Business Banking Relationship Manager role or related business lending experience

Proficiency with portfolio/account management

Company

Citizens

Glassdoor3.6

At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

Founded in 1828

Providence, Rhode Island, USA

10001+ employees