Bus Bnkg Relationship Mgr Sr
Citizens Financial Group 826 reviews - Wellesley, MA

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Act as primary relationship officer for assigned book of business, targeted at approximately 140 relationships (both borrowing and non borrowing)

Primary focus is on exceeding specific goals around net portfolio growth in loans and deposits along with new production in deposits, loans, cash management and total revenue.

Actively prospect as a way to generate new customer relationships and meet or exceed production goals.

Customer retention, profiling and expansion through active calling to portfolio customers for referrals while deepening and growing relationships

Develop a targeted COI (center of influence) list and have a detailed plan to build relationships which lead to referral business to achieve goals.

Ability to source, structure and present business lending opportunities.

Actively partner on a weekly basis with internal partners (assigned BBO’s, branches, investment specialist, cash management, mortgage specialist, insurance specialist, your place banking, etc.)

Introduce top clients to appropriate specialist to deepen share of wallet. Prospect with specialists depending on situation.

Provide specific assistance to assigned BBO’s for outside joint calling, technical questions related to larger deposit and loan opportunities, etc.

Recording of all call activity and call notes on a weekly basis in SFDC

Required to make a targeted number of “in person” calls to prospects, customers, COI’s and internal partners weekly & monthly. Discuss these calls in weekly sales meetings and check-ins with Market Managers.


Undergraduate degree preferred or equivalent work experience

Must be goal oriented as well as flexible and adaptable to a rapidly changing marketing environment.

Minimum of 2 years Business Banking Relationship Management experience in a banking of financial service environment.

Commercial and consumer credit experience required.

Proven track record in sales and business development

Strong oral and written presentation skills

Knowledge of business deposit, cash management and loan products.

Effective networker and active community involvement.

Hours and Work Schedule

Hours per Week: 40

Work Schedule: Monday-Friday 8:00AM-5:00PM

Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other factor protected by federal, state and/or local laws.
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About this company
826 reviews
Paper, plastic, or coin? No matter -- RBS Citizens Financial Group can handle it all. The company, formerly known as Citizens Financial...