Relationship Manager (Business Banking) jobs in Rhode Island
Relationship Manager (Business Banking) manages, maintains, and grows current business banking relationships and develops new customers. Responsible for a portfolio of small to mid-sized businesses. Being a Relationship Manager (Business Banking) seeks cross-sell opportunities and directs customers to other services and products available to meet their needs and generate business. Requires a bachelor's degree. Additionally, Relationship Manager (Business Banking) typically reports to a manager or head of a unit/department. The Relationship Manager (Business Banking) works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Relationship Manager (Business Banking) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
Recently Added Relationship Manager (Business Banking) jobs
Business Banking Virtual Relationship Manager
- Citizens
-
Johnston, RI
FULL_TIME
-
Description
At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals.
The Relationship Manager in the Virtual Channel is focused on understanding their customer’s needs and building deep relationships with them. Consistent communication and call preparation is critical in understanding their customer’s needs and providing tailored solutions to meet them. In developing these solutions the Relationship Manager will use many resources and a comprehensive set of products. Successful RMs in this channel will have comfort in using technology and digital tools in managing their customers and working with their key business partners. These individuals will be self motivated, have a good understanding of business banking solutions such as credit, deposit, cash management and other services. It is critical that the RM has developed the skills to independently assess and determine product solutions to help customers. The RM will be agile, able to adapt to change and thrive in a fast paced team environment.
The RM will manage a portfolio of 400-500 small business customers. The RM will focus on businesses with revenues between $0-1million in revenue. They will be responsible for credit relationships up to one million and understanding and meeting a wide range of other customer needs. The RM will also be expected to pursue referrals from customers as they occur in the relationship building process.
The RM will operate in an exciting sales culture with proven routines to help understand and meet customer needs. The RMs will be goaled on, and expected to generate, new loan, deposit, cash management and other product solutions appropriate for the customer base. Meeting sales targets will require strong credit acumen and the ability to work well with Citizens underwriting team. The RM will be also be expected to have the ability to have in-depth cash flow cycle conversations with customers with the goal to recommend the appropriate Cash Management and or other solutions. RMs in this channel will have high expectations for keeping in touch with their customers which will be expected to drive high levels of customer satisfaction.
Communication with customers will initially be mostly virtually via telephone, Teams and through email. Over time additional forms of communication are expected to be added such as chat and video. Other technologies to help customers such as “screen sharing” and other digital forms of communication will be considered. Additional targeted marketing support is expected to be built for the Channel to help educate customers, expand RMs abilities to improve and expand relationships with them. Given this is a new channel, using new technologies and approaches, feedback from the RMs will be critical in continuously improving how the Bank helps customers and improves the overall effectiveness of this important relationship management channel.
Primary Responsibilities Include- 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, Salesforce.com 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 Salesforce.com sales & calling reporting. Adhere to compliance requirements.
- Bachelors Degree or equivalent combination of education and experience, required.
- 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.
- Ability to develop strong customer and colleague relationships.
Monday through Friday
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.
Equal Employment and Opportunity Employer
Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Posting End Date: 06/08/2024 - 6 Days Ago
Business Banking Relationship Manager (Rhode Island/Southeastern Mass)
- Webster Bank
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Providence, RI
FULL_TIME
- If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, business...
- 9 Days Ago
Business Relationship Manager I- Officer
- JPMorgan Chase
-
Providence, RI
FULL_TIME
- If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (B...
- 17 Days Ago
Business Banking Market Manager - Virtual Channel
- Citizens
-
Johnston, RI
FULL_TIME
- DescriptionThe Business Banking Market Manager - Virtual Channel will manage a team of Relationship Managers responsible for Business Banking customers in the 0-$1MM market. The Market Manager will be...
- 6 Days Ago
Business Banking Treasury Sales Associate
- Citizens
-
Johnston, RI
FULL_TIME
- DescriptionThe Business Banking Treasury Sales Associate has overall accountability to provide sales support for new and existing clients for their assigned territory / team. Primary responsibilities ...
- 3 Days Ago
Business Banking Treasury Sales Associate
- Citizens Bank, N.A.
-
Johnston, RI
OTHER
- DescriptionThe Business Banking Treasury Sales Associate has overall accountability to provide sales support for new and existing clients for their assigned territory / team. Primary responsibilities ...
- 3 Days Ago
Relationship Manager (Business Banking) jobs at Popular Companies
About Rhode Island
Rhode Island (/ˌroʊd -/ (listen)), officially the State of Rhode Island and Providence Plantations, is a state in the New England region of the United States. It is the smallest state in area, the seventh least populous, the second most densely populated, and it has the longest official name of any state. Rhode Island is bordered by Connecticut to the west, Massachusetts to the north and east, and the Atlantic Ocean to the south via Rhode Island Sound and Block Island Sound. It also shares a small maritime border with New York. Providence is the state capital and most populous city in Rhode Is...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Relationship Manager (Business Banking) jobs
$68,368 to $104,959
Most Popular Cities in Rhode Island for Relationship Manager (Business Banking) Jobs
What does a Relationship Manager (Business Banking) do?
Relationship Manager (Business Banking) in Reading, PA
Your firm should seek a bank that rewards a relationship approach to doing business with them, and a banker who is able to give your firm the financial advice that it needs to survive and thrive in today’s ever changing economy.
January 23, 2020
Relationship Manager (Business Banking) in Huntsville, AL
The RM leads the relationship team and partners with credit, treasury and other BofAML product partners to ensure quality assessment of the relationship and prospect needs and integrated design and execution of financial solutions.
February 04, 2020
Acts as a consultant to clients and a resource to the Bank in developing and retaining business.
January 22, 2020
Relationship Manager (Business Banking) in Danbury, CT
Ensure that the business is booked as per laid down procedures and guidelines and due diligence is carried out with respect to money laundering and other regulatory requirements.
December 22, 2019