Capital Markets Placement

Business Banking Relationship Mgr. I - Brooklyn

Capital Markets Placement$110K — $135K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of experience in Business Banking Relationship Management or similar business lending roles.
  • Experience in Business to Business sales is essential.
  • Demonstrated leadership abilities as a self-starter.
  • Proven success in a team-oriented environment leveraging networks.
  • Capability to thrive in a fast-paced sales culture with clear goals.
  • Preferred proficiency in managing portfolios/accounts.
  • Strong communication and interpersonal skills to build relationships.

Responsibilities

  • Develop consulting relationships with small business clients generating $1-10 million in revenue.
  • Assess client needs and provide tailored solutions while managing existing accounts.
  • Collaborate with a top-ranked business banking team to enhance customer experience.
  • Complete rigorous training programs including Business Banking University and credit risk assessment.
  • Maintain a deep understanding of the market and build relationships with CPAs and attorneys.
  • Engage actively within the community to expand the customer base.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • Retirement benefits with company contribution.
  • Generous maternity and paternity leave policies.
  • Flexible work arrangements to support work-life balance.
  • Education reimbursement programs to further your career.
  • Wellness programs promoting employee health and well-being.
  • Paid time off policy exceeding mandatory requirements.
Full Job Description
Job Description

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.

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.

Primary responsibilities include
  • Develop consultative relationships with small business clients in your target market with annual revenues ranging from one million to ten million dollars.
  • Understand the client needs, provide value added solutions, manage a portfolio of existing customers and drive new commercial customer relationships.
  • Partner effectively with an award-winning business banking team offering a wide array of product solutions that will enable you to enhance the customer experience, increase loyalty and improve the profitability of customer and the Bank
  • Complete Business Banking University and Drive Sales training in your initial four-week orientation and a commercial credit training program to insure you're prepared to identify, assess and mitigate lending risk.
  • Maintain strong market knowledge and develop, retain and expand relationships with Centers of Influence i.e. CPA's and Attorneys.
  • Actively engage in significant community activity to expand potential customer base.


Qualifications
  • 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. Consistent record of sales and outside calling skills.
  • Excellent communication (written & verbal) and interpersonal skills.
  • Ability to develop strong customer and colleague relationships.


Education:
  • Bachelor's degree or equivalent combination of education and experience, required.


Hours and Work Schedule
  • Hours per Week: 40
  • Work Schedule: Monday - Friday


Pay Transparency

The salary range for this position is $110,000 - $135,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work, the budget, location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

About Capital Markets Placement

Capital Markets Placement is a financial services company that provides debt and equity financing solutions to businesses. The company specializes in providing funding to small and medium-sized businesses that are looking to grow or expand their operations. Capital Markets Placement offers a range of financing options, including asset-based lending, bridge loans, mezzanine financing, and equity financing. The company has a team of experienced professionals who work closely with clients to understand their needs and provide customized financing solutions. Capital Markets Placement is committed to helping businesses achieve their goals and grow their operations.
Learn more about Capital Markets Placement
Size
50 employees
Industry
Founded
1997

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