Job Description
The Retail Business Banker (RBB) is responsible for proactively sourcing, acquiring, expanding and retaining customer relationships by maximizing sales opportunities in an assigned territory, under the Retail Business Bank, and ensuring a world-class customer experience for all current and prospective clients. Individuals in this role are Subject Matter Experts (SME) on complex Credit and Treasury Products and support their assigned area branches end to end. Responsibilities: Leadership and Influencing without AuthorityLead as the subject matter expert across a broad sales territory of 7-10 branches, which comprise of ~ 80 - 100 branch stakeholders and other territory partners (e.g. Wealth Management, Mortgage)Partner with cross retail segment territory peers spanning Wealth Management, Consumer and Mortgage and initiate collaboration to optimize relationships to execute sales planProvide leadership, coaching, training and develop small business knowledge and skills to assigned branch territory team, primarily Branch Managers, through execution of joint sales activities, ongoing training, and identifying referral opportunitiesDefine, Implement and Execute strategy and small business roadmap for assigned territory aligned with sales plan
Responsibilities + Skills
Professional presentation skillsStrong working knowledge of credit structuring and processing; credit trained preferredHighly effective communication and influence skillsCustomer oriented and responsiveSuperior organizational skillsExcellent business development skills
Education
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.
Experience