Business Banking Relationship Manager Chicago/Suburban Area, Assistant Vice President
Listed on 2026-06-20
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Finance & Banking
Banking & Finance, Financial Sales -
Sales
Banking & Finance, Financial Sales
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, including branch stakeholders and other area partners (e.g., Wealth Management, Mortgage).
- Partner with cross‑retail segment area peers spanning Wealth Management, Consumer and Mortgage to collaborate and optimize relationships to execute the sales plan.
- Be accountable to scorecard metrics and KPIs as defined by Senior Management.
- Support the development of small‑business knowledge and skills for the assigned branch area team through joint sales activities, ongoing training, and referral opportunities.
- Call on the assigned book of high‑valued clients to deepen relationships, retain their business, and proactively uncover future needs, roadblocks, or risks.
- Educate and introduce clients to appropriate products and services that fit their needs, growing both balance and revenue of the portfolio.
- Manage credit requests up to $250,000 and work closely with Senior Business Bankers on lending relationships over $250,000.
- 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 potential across the designated territory.
- Adhere to sales management routines, sales practices, and protocols for Business Banking to ensure compliance with policies and procedures.
- Proactively manage a portfolio of assigned high‑value clients, expanding 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, pricing issues, and application quality.
- Strictly adhere to internal control policies such as account opening and credit protocols, ensuring accurate collection, completion, and updating of all required documentation.
- Appropriately assess risk when making business decisions, safeguarding the firm’s reputation and complying with all laws, regulations, and policies.
- 5‑8 years of experience, preferably 2‑5 years in banking or 2‑3 years in Business Banking.
- Exceptional consulting skills; ability to probe, listen, clarify, and present information to advance sales transactions and deepen relationships.
- Demonstrated analytical skills and ability to assimilate complex financial and company operating information.
- Professional presentation skills.
- Strong working knowledge of credit structuring and processing; credit training preferred.
- Highly effective communication and influence skills.
- Customer‑oriented and responsive.
- Superior organizational skills.
- Excellent business development skills.
- Requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (Registry) and annual renewal of that registration.
- Bachelor’s or University degree or equivalent experience.
Supporting 7 branches across DT Chicago & Suburbs.
Salary and Benefits$87,360.00 – $ per year. In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental and vision coverage, 401(k), life, accident and disability insurance, and wellness programs. Citi also offers paid time off packages, including planned vacation, unplanned sick leave, and paid holidays. For additional information regarding Citi employee benefits, visit Availability of benefits may vary by jurisdiction, job level, and date of hire.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools or apply for a career opportunity, review Accessibility w Citi’s EEO Policy Statement and the Know Your Rights poster.
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