Business Banking Virtual Relationship Manager

Associate / Junior


In Office

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About This Workplace

Meytier Partner

Citizens is seeking a motivated, highly successful, proven Relationship Manager with experience in moderately to less complex portfolios, and a strong grasp of sales and credit skills. This senior level performer will have an immediate impact. We reward you with an uncapped incentive opportunity and the ability to grow your career with a world class organization.

Key Responsibilities:

  • Candidate must to report to the Citizens office location daily, this is not a remote based position. 
  • Understand customer situation and needs
  • Conduct extensive Pre Call Planning and preparation by leveraging sales tools and resources such Vertical IQ, 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 sales & calling reporting. Adhere to compliance requirements.

Desired Profile:

  • 2+ years in a Business Banking Relationship Manager role or related business lending experience preferred.
  • Business to Business sales experience required.
  • 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
  • Proficiency with portfolio/account management preferred.
  • Ability to understand core business products and services. Proven track record of sales and outside calling skills.
  • Excellent communication (written & verbal) and interpersonal skills.
  • Bachelors Degree or equivalent combination of education and experience, required
  • Ability to develop strong customer and colleague relationships.

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