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Citizens Business Bank · 5 months ago

Senior Relationship Manager- Team Lead

Ontario, CA

Full-time

Onsite

Mid, Senior Level

$191K/yr - $287K/yr

3+ years exp

Citizens Business Bank is seeking a Senior Relationship Manager – Team Lead responsible for managing a portfolio of Commercial clients and fostering strong business relationships. The role involves ensuring retention and growth of client relationships, managing sales efforts, and participating in community activities to achieve banking objectives.

BankingFinancial Services

Responsibilities

Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job

Provide, present and promote The Citizens Experience to all external and internal customers

Participate in all Center functions necessary to contribute to the achievement of Center earnings and growth objective. Actively participate in various community and civic activities in the Center service area

Assist with the management of the Center budget to ensure that deposit, loan and net income goals are met

Work with the Manager to ensure that all Bank operating and lending policies and procedures are properly implemented and followed

Assist in properly following and implementing all Bank audit procedures

Assist the manager to ensure that the Bank's CRA policies and objectives are adhered to in the Center and its assigned service area

Assist with the management of the Center sales and service efforts to ensure retention of existing relationships and growth of new relationships

Manage personal sales efforts in order to meet Center goals

Commitment to teamwork and a focus on delivering The Citizens Experience Customer Service

Other duties as assigned

Qualification

Commercial Banking experienceCustomer ServiceSales ManagementBudget ManagementMathematical SkillsLanguage SkillsTeamworkProblem Solving

Required

Four year college or university program degree; or three (3) to five (5) years Commercial Banking experience and/or training; or equivalent combination of education and experience

Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals

Ability to write routine reports and correspondence

Ability to speak effectively before groups of customers or associates of organization

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume

Ability to apply concepts of basic algebra and geometry

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form

Ability to deal with problems involving several concrete variables in standardized situations