Job summary
Job post source
This job is directly from Citizens
Job overview
The Bus Bkg Virt Relationship Manager at Citizens focuses on building deep relationships with small business clients to help them achieve their financial goals through tailored banking solutions.
Responsibilities and impact
The role involves managing a portfolio of 325-350 small business customers, conducting discovery and sales calls, leveraging digital tools, collaborating with internal partners to deliver business solutions, and maintaining high customer satisfaction through consistent communication.
Compensation and benefits
Salary details are not specified but a recruiter will discuss pay guidance upon qualification; benefits likely include standard corporate offerings as implied by the company's equal opportunity statement.
Experience and skills
Requires a Bachelor's degree or equivalent, 2+ years in business banking or related lending experience preferred, strong B2B sales skills, proficiency in portfolio management preferred, excellent communication, and ability to work in a fast-paced sales environment.
Career development
The company offers access to training and tools to accelerate potential and maximize career growth within a supportive and collaborative workforce.
Work environment and culture
Citizens promotes a customer-centric, inclusive culture focused on respect, professionalism, and community involvement, with an emphasis on teamwork and collaboration.
Company information
Citizens is a financial institution committed to innovative banking solutions and community support, emphasizing equal employment opportunities and diversity.
Team overview
The RM will work closely with internal partners such as Relationship Support Specialists and underwriting teams in a team-oriented sales culture.
Job location and travel
The position requires daily reporting to a Citizens office location and is not remote; communication with clients is primarily virtual.
Unique job features
The role uses advanced digital tools like Salesforce, VantageLink, and virtual communication methods such as Teams and screen sharing, with ongoing feedback to improve the virtual channel experience.
Company overview
Citizens Financial Group, commonly known as Citizens, is a prominent American bank headquartered in Providence, Rhode Island. The company offers a wide range of financial services, including retail and commercial banking products such as savings and checking accounts, loans, mortgages, and wealth management. Citizens generates revenue primarily through interest income from loans and fees for various banking services. Founded in 1828, the bank has a rich history of growth and acquisitions, including its significant expansion after being acquired by the Royal Bank of Scotland in 1988 and later becoming an independent public company again in 2014.
How to land this job
Position your resume to highlight your experience in business banking relationship management, emphasizing skills in customer needs analysis, sales, and portfolio management relevant to Citizens' Virtual Relationship Manager role.
Focus on showcasing your proficiency with technology and digital tools like Salesforce.com, Vertical IQ, and other sales resources, as these are critical for success in this virtual channel position.
Apply through multiple platforms including Citizens' official careers page and LinkedIn to maximize your application visibility and increase your chances of being noticed.
Connect with current Relationship Managers or team members in the Virtual Channel at Citizens on LinkedIn; start conversations by referencing recent innovations in digital banking or asking about their experience adapting to new virtual communication tools.
Optimize your resume for ATS by incorporating keywords from the job description such as 'business banking solutions,' 'credit and deposit products,' 'cash management,' 'sales targets,' and 'portfolio management' to ensure it passes initial automated screenings.
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