Business Relationship Manager – Assistant Vice President

Citi

Business Banker role focusing on acquiring and retaining clients in Southern California. Leading sales efforts and ensuring world-class customer experience in banking services.

Posted 6/16/2026full-timeLake Forest • California • 🇺🇸 United StatesLead💰 $94,000 - $141,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

credit structuringcredit processingsales plan developmentbusiness developmentKPI managementscorecard metricsfinancial analysisconsulting skillsrelationship managementportfolio management

Soft Skills

analytical skillscommunication skillspresentation skillsorganizational skillscustomer orientationinfluence skillslistening skillsclarification skillscollaboration skillstraining skills

Industry Keywords

business bankingsales executionclient retentionhigh value clientssmall business knowledgecross retail segmentlending relationshipsreferral opportunitiesfinancial productsbanking experience

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 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

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