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Citi · 1 week ago

Business Relationship Manager Suffolk, Assistant Vice President

Smithtown, NY

Full-time

Onsite

Mid, Senior Level

$99K/yr - $148K/yr

5+ years exp

Citi is a leading global bank, and they are seeking a Business Relationship Manager to proactively source, acquire, expand, and retain customer relationships. The role involves maximizing sales opportunities, managing a portfolio of high-value clients, and ensuring a world-class customer experience.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Lead as the subject matter expert across a broad sales Area of assigned branches, which comprise of branch stakeholders and other Area partners (e.g. Wealth Management, Mortgage)

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

Accountable to scorecard metrics and KPI’s as defined by Senior Management

Support the development of small business knowledge and skills to assigned branch Area team through execution of joint sales activities, ongoing training, and identifying referral opportunities

Call on your assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to, and proactively uncovering future needs, roadblocks, or risks for the business to achieve their goals

Educate and introduce clients to the appropriate products and services that fit their needs and grow both the balance and revenue of your portfolio

Manage credit requests up to $250K, and work closely with Sr. Business Bankers on lending relationships over $250K

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

Adhere to sales management routines, sales practices and protocols for Business Banking to ensure compliance with all policies and procedures

Proactively manage portfolio of assigned high value clients. Expand business banking customer relationships by identifying needs and maximizing opportunities while ensuring customer satisfaction and retention

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

Collaborate with Consumer and Wealth business partners to deepen client relationships

Work closely with the credit/risk team and Branches to facilitate loan closings, including pipeline management, loan escalations / appeals and advocacy, application quality and pricing issues

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

Qualification

Business Banking experienceCredit structuring knowledgeSales plan developmentAnalytical skillsCustomer orientationConsulting skillsBusiness development skillsInfluence skillsPresentation skillsCommunication skillsOrganizational skills

Required

5-8 years of experience, preferably 2-5 years banking experience or 2-3 years in Business Banking

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

Demonstrate 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

Benefits

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi

Glassdoor3.8

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Founded in 1812

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1386)

2024 (849)

2023 (1375)

2022 (1117)

2021 (876)

2020 (901)