Business Relationship Manager - Nassau South, Assistant Vice President

Business Relationship Manager - Nassau South, Assistant Vice President Job Req Id: 26971942
Location: Franklin Square, New York, United States
Job Type: On-site/Resident
Posted: Jun. 12, 2026
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 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 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 KPIs as defined by Senior Management
Support the development of small business knowledge and skills to assigned branch area team through joint sales activities, ongoing training, and identifying referral opportunities
Call on assigned book of high‑valued clients to deepen the relationship, retain their business, and proactively uncover future needs, roadblocks, or risks to help them achieve their goals
Educate and introduce clients to appropriate products and services that fit their needs and grow both the balance and revenue of the 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/sector opportunities 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 and 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, and 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, manage pipeline, handle escalations and appeals, and maintain application quality and pricing
Strictly adhere to internal control policies such as account opening and credit protocols, accurate collection, completion and updating of documentation
Appropriately assess risk when making business decisions by applying sound ethical judgment and reporting control issues transparently
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 and deepen relationships
Strong 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
Registered as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and maintain the license annually
Education Bachelor’s/University degree or equivalent experience
Benefits 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; wellness programs; paid time off packages; 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.
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, status as a protected veteran, or any other characteristic protected by law.

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