Business Relationship Manager

Citi

Business Banker managing high value client relationships in Banking领域, maximizing sales opportunities across assigned branches. Collaborating with Wealth Management, Consumer, and Mortgage segments for holistic customer care.

Posted 5/30/2026full-timeSan Francisco • California • 🇺🇸 United StatesMid-LevelSenior💰 $98,960 - $148,440 per yearWebsite

About the role

Key responsibilities & impact

Lead as the subject matter expert across a broad sales Area of assigned branches
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
Educate and introduce clients to the appropriate products and services that fit their needs
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
Proactively manage portfolio of assigned high value clients
Collaborate with Consumer and Wealth business partners to deepen client relationships
Work closely with the credit/risk team and Branches to facilitate loan closings

Requirements

What you’ll need

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

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

credit structuringcredit processingsales planningbusiness developmentanalytical skillsconsulting skillsportfolio managementrelationship managementKPI managementtraining execution

Soft Skills

communication skillspresentation skillsorganizational skillscustomer orientationinfluence skillslistening skillsclarification skillsproactive managementcollaborationproblem-solving

Certifications

credit training