Manage and grow a portfolio of commercial clients ($5M–$50M revenue) through advisory-led sales, credit and treasury solutions, cross-bank collaboration, community engagement, and new loan/deposit generation focused on customer satisfaction and risk-compliant outcomes.
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 acquire and deepen client relationships by collaborating across the enterprise to deliver comprehensive solutions in areas such as credit, liquidity, interest rate management, treasury solutions, and Wealth Management.
Primary responsibilities include
- Manage, acquire and deepen a portfolio of new and existing commercial customer relationships within the Business Banking target market of five million to fifty million in annual revenue.
- Provide advisory led discussions to assess client needs and aspirations while positioning value added recommendations that drive customer delight and shareholder value.
- Engage COI’s and internal partners across the bank to uncover and deepen new business opportunities.
- Operate within a fast paced, demanding sales culture with measured routines and goals aimed at new loan and deposit generation, fee income, customer service and satisfaction.
- Actively engage in significant community activity to expand potential customer base and exemplify our company credo and community commitments.
Qualifications, Education, Certifications and/or Other Professional Credentials
- 4+ years in upper Business Banking/Lower Middle Market experience
- Completion of Commercial Credit Training
- Meaningful experience with moderately complex portfolios, customers, and transactions.
- Strong written and oral communication skills
- Strong knowledge of sales force and various lending applications
- Strong sense of customer service, satisfaction and retention.
- Adept at needs identification, problem solving and the consultative sales approach.
- Strong negotiation skills and the ability to overcome objections and adversity
- Following of prospects, customers and COIs
- Ability to self-generate and drive new business development
- Action oriented and self-accountable to superior results
- Strong understanding of risk and compliance
- Meaningful Community involvement
- Strong understanding of core products and services
- Preferred undergraduate degree in business or finance
Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: Monday - Friday
#LI-citizens4
Top Skills
Salesforce
Similar Jobs at Citizens Bank
Fintech
Build, test, and deploy email and SMS campaigns using the Zeta Marketing Platform. Develop responsive email templates with dynamic content, perform QA/QA on segments and code, document processes, ensure regulatory compliance (CAN-SPAM), and collaborate with product marketing and stakeholders in an agile environment to deliver timely campaign executions.
Top Skills:
Zeta Marketing Platform (Zmp),Html,Css,Javascript,Jira,Agile
Fintech
Lead and coach branch managers to drive sales growth, operational integrity, and customer satisfaction across a retail banking region. Translate strategy to branch actions, manage P&L expectations, develop talent, build community relationships, and resolve issues through performance management and partnership routines.
Fintech
Lead and coach branch managers to drive sales growth, operational integrity, and excellent customer experience. Translate regional priorities to branch actions, manage P&L expectations, build community partnerships, and resolve issues to meet scorecard metrics.
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
