Business Banking Relationship Manager
Citi - Fort Worth, TX

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Reference Code: 12052078
Location: Fort Worth, TX, US
Education Level: Bachelor's Degree
Description

Execute integrated sales, service and relationship strategies to support growth and retention of business customers. Develops new-to-bank business relationships as well as cross-marketing of services to exiting clients through segment-based sales plans to achieve revenue growth targets and maximize operating capabilities and profitability. Current business segment includes those clients with revenues from $5 to $20+ million annually. Business banking clients in this segment typically use more standard product offerings and receive credit decisions through a centralized utility.

POSITION RESPONSIBILITIES
  • Execute integrated sales and relationship strategies that are in alignment with the area business plan to achieve desired revenue and service hurdles.
  • Responsible for client satisfaction and relationship profitability, while providing business customers with single point of contact within Citi.
  • Provide product specialists with qualified referrals for cross-sell. Assist in closing deals across all products.
  • Use sound judgment in qualifying potential customers/deals as well as recommending the right financial solutions/products for the customer. Ensure customers meet credit/compliance criteria before submitting to centralized credit for approval.
  • Partner with other Citi businesses (i.e. Retail Banking, Treasury, etc.) to ensure ongoing and appropriate communication to support overall client and franchise objectives.
  • Maintain frequent interaction with centers of influence, diverse industry segments, community leaders, regulators, and senior business contacts.
  • Through extensive involvement, create local community awareness that the bank is critically focused on partnering in the community and providing broad, multi-product banking solutions to the middle market companies housed in the marketplace.
  • Strictly adhere to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation.
  • Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations. Qualifications
  • Undergraduate business degree
  • Should have a minimum of 5 years banking experience, preferably in business banking
SKILLS/ABILITIES
  • Must have a sharp, proven business development focus, preferably within a large financial institution
  • Must be team oriented
  • Must have superior organizational skills
  • Excellent verbal and written communication/presentation skills
  • Demonstrated ability to motivate and influence others
  • Must be able to express a sound opinion, able to agreeably present another viewpoint
  • Knowledge of credit process/credit training a plus

Citi - 17 months ago - save job - block
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