Small Business Relationship Manager
Indexed description
Citizens Small Business Relationship Manager 3 Hours AgoSaved In-Office or Remote 2 Locations Junior JuniorDigital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • AutomationManages a portfolio of 325–350 small business customers, builds relationships, conducts discovery and sales calls, and recommends lending, deposit, cash management, merchant, payroll, and wealth solutions. Assesses customer needs, coordinates with internal partners and underwriting, generates new loan and deposit business, maintains Salesforce reporting, supports customer service, and ensures compliance. This is an office-based virtual-channel role requiring daily attendance at a Citizens location.Top Skills: Microsoft TeamsSalesforceScreen SharingVantagelinkVertical Iq
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