Citigroup, Inc

Business Relationship Manager South Orange County CA, Assistant Vice President

Citigroup, Inc • $94K — $141K *
Irvine, CA 92620In-Person
Finance & Insurance
5 - 7 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • 5-8 years of experience, preferably in banking or Business Banking
  • Exceptional consulting and relationship-building skills
  • Strong analytical abilities for financial assessment
  • Effective communication and presentation capabilities
  • Knowledge of credit structuring and processing
  • Customer-focused with superior organizational skills
  • Registered mortgage loan originator with compliance obligations

Responsibilities

  • Lead as the SME across assigned branches and partners
  • Collaborate with various retail segments to optimize client relationships
  • Meet and manage scorecard metrics and KPIs from senior management
  • Develop small business knowledge within branch teams through training and joint activities
  • Maintain and expand relationships with high-value clients while uncovering future needs
  • Educate clients on relevant products and services to enhance portfolio revenue
  • Implement a comprehensive sales plan to drive client acquisition and retention

Benefits

  • Medical, dental & vision coverage
  • 401(k) retirement plan
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off including vacation, sick leave, and holidays
Full Job Description
The Business Banker is responsible for proactively sourcing, acquiring, expanding, and retaining customer relationships by maximizing sales opportunities in an assigned Area, growing and retaining a book of business, and ensuring a world-class customer experience for all current and prospective clients. Individuals in this role are Subject Matter Experts (SME) on Deposit, Credit, and Cash Management products and support their assigned area branches end to end.

Responsibilities:
  • Lead as the subject matter expert across a broad sales Area of assigned branches, which comprise of branch stakeholders and other Area partners (e.g. Wealth Management, Mortgage)
  • 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, while owning, responding to, and proactively uncovering future needs, roadblocks, or risks for the business to achieve their goals
  • 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 and target industry/sectors maximizing the highest potential across designated territory
  • Adhere to sales management routines, sales practices and protocols for Business Banking to ensure compliance with all policies and procedures.
  • Proactively manage portfolio of assigned high value clients. Expand business banking customer relationships by identifying needs and maximizing opportunities while ensuring customer satisfaction and retention.
  • Foster teamwork and Business Banking knowledge in all assigned branches to ensure a positive customer experience. Be accountable to client service scores.
  • Collaborate with Consumer and Wealth business partners to deepen client relationships.
  • Work closely with the credit/risk team and Branches to facilitate loan closings, including pipeline management, loan escalations / appeals and advocacy, application quality and pricing issues.
  • Strictly adhere to internal control policies such as the account opening and credit protocols of accurate collection, completion and updating of all required documentation.
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:
  • 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
  • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures


Education:
  • Bachelor's/University degree or equivalent experience


Job Family Group:
Commercial and Business Sales

Job Family:
Retail Business/Citi Business

Time Type:
Full time

Primary Location:
Irvine California United States

Primary Location Full Time Salary Range:
$94,000.00 - $141,000.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills
Please see the requirements listed above.

Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:
Jun 17, 2026

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

Citigroup, Inc Careers

Join the vibrant team at Citigroup, Inc, a leading global bank, and propel your career into the future. Citigroup offers a plethora of job opportunities that span across various fields and expertise, making it an ideal place for ambitious professionals to thrive.

Work You’ll Do

At Citigroup, Inc, you will engage in exciting work that matters. Join our team to help innovate and drive transformation in the banking industry. With Citigroup, you can lead initiatives that redefine how banking works and how financial services can empower people globally.

Innovate and Lead

Citigroup, Inc is at the forefront of financial innovation and leadership. By joining our team, you will work alongside top professionals to develop solutions that enhance customer experiences and operational efficiency. Our commitment to innovation is fundamental, and we encourage our team to push boundaries and think outside the box.

Grow Your Career

Citigroup, Inc is not just a company; it's a place where you can grow both professionally and personally. We offer robust career paths and professional development opportunities that help you reach your potential. With diverse career tracks and the support of leadership, your growth at Citigroup is limitless.

Diversity and Inclusion

We believe our strength comes from the diversity of our team. Citigroup, Inc is dedicated to fostering an inclusive workplace where everyone can contribute their best work. Through diversity training and a culture that embraces differences, we create a welcoming environment for all employees.

Benefits and Culture

Citigroup, Inc values the well-being of its employees. We offer competitive benefits packages that support the health, finance, and lifestyle of our team members. Our culture is built on collaboration, respect, and a commitment to excellence. We ensure that every team member feels valued and part of our global family.

Internship and Employment Opportunities

Start your professional journey with Citigroup through our internship programs or full-time job opportunities. We are constantly hiring fresh talent and seasoned experts who bring creativity and innovation to our team. Whether you're refining your skills or ready to lead, there's a position waiting for you at Citigroup.

Networking and Professional Development

At Citigroup, Inc, networking and continuous learning are part of our DNA. We provide platforms for employees to connect with industry leaders and peers, enhancing their skills and opening up new career opportunities. Our leadership programs and professional development initiatives ensure that you are always ahead of the curve.

Join Our Team

Explore the numerous positions available at Citigroup, Inc that match your skills and interests. We are looking for passionate, curious, and solution-driven team players who are ready to make an impact.

Stay Connected

Keep up to date with the latest in career opportunities and industry insights at Citigroup, Inc. Subscribe to our job alert emails and read our careers blog to stay ahead in your professional journey.

Explore Citigroup, Inc Jobs

Discover the exciting and rewarding opportunities that await at Citigroup, Inc. Tailor your resume, prepare for your interview, and take the next step in your career with us.

SEARCH CITIGROUP JOBS

READ CAREERS BLOG

Citigroup, Inc is where your ambition meets opportunity. Join us and transform your career while making a global impact.
Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Finance & Insurance
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ
C
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Citigroup, Inc

More Finance & Insurance Jobs

Find similar Business Relationship Manager South Orange County CA, Assistant Vice President jobs:

NationwideIrvine, CA