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Business Banking Relationship Manager Job
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| Employer Name: BankingandFinanceCrossing |
SpiderID: 2456741 |
| Location: Washington, District of Columbia |
Date Posted: 8/25/2008 |
| Wage: |
Category: Banking/Mortgage |
| Job Code: 7734860 |
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Job Description:
Retain and grow the assigned portfolio of clients. · Achieve personal revenue goals by deepening existing relationships in assigned portfolio of customers and acquire new business by utilizing effective calling techniques and leveraging Citigroup's products and services. · Deliver the optimal customer experience at every client interaction. · Assess attrition risk within the assigned client portfolio. · Conduct new business assessments: gather pertinent information, analyze information, package credit applications, recommend structure, work with Risk Management in obtaining approval, document and close transaction. · Proactively drive account Management: meet with client, introduce product for cross-sell, gather & review information to assess credit worthiness of account. · Refer consumer sales opportunities to the Financial Center staff. · Strictly adhere to account opening protocols, including accurate collection, completion and updating of all required documentation, including, but not limited to, Know Your Customer rules. · Maintain frequent interaction with centers of influence, diverse industry segments, community leaders and senior business contacts. · Proactively execute regular calling programs to current customers and important prospects. Specifications / Qualifications · Minimum 5 years of Small Business banking experience. · Successful track record in sales and relationship management. · BA or equivalent experience. · Exceptional consulting skills; ability to probe and listen to help clarify inquiries, gather and present data to advance transactions · Highly customer oriented with ability to be responsive · Strong analytic skills and ability to rapidly assimilate complex information · Strong knowledge of credit and liability products (credit trained preferred) · Knowledge of investment and insurance products · Highly effective verbal and written communication skills · Strong influencing skills; ability to generate support and build consensus · High levels of energy and enthusiasm · Strong commitment to the business and team.
For more information, please click here to visit us at BankingandFinanceCrossing
For further information, please visit us online at http://www.bankingandfinancecrossing.com
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Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:
Contact Information:
| Contact Name: - |
Company Type: Employer |
| Company: BankingandFinanceCrossing |
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| City: Pasadena |
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| State: California |
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| Zip: |
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Web Site: http://www.bankingandfinancecrossing.com
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