270 small business banker jobs found

As a Senior Relationship Banker, you will be responsible for acquiring, deepening, and retaining relationships with consumer and small business customers (with annual revenue up to $3MM). You will directly manage and grow a client portfolio of the most complex and highest value consumer and small business clients in the branch. You will deliver an exceptional customer experience through engagement of customers in the branch, over the phone, and through collaboration with business partners. Responsibilities include putting the customer at the center of everything you do, engaging customers through proactive, outbound calling for both service and relationship deepening opportunities, assessing customer needs, being the expert on Santander products and services, independently managing a portfolio, participating in joint calling with Product partners, recommending needs-based solutions, developing relationships with new and existing customers, ensuring compliance with all bank...

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program. Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience. Provide...

The Investment Counselor Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project. The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range...

The Private Banker Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level, and externally. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Responsibilities: Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and business which have significant financial implications. Serve as a trusted...

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program. Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience. Provide...

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program. Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience. Provide...

The Private Banker Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level, and externally. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Responsibilities: Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and business which have significant financial implications. Serve as a trusted...

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program. Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience. Provide...

The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsibilities: Actively identify...

The Private Banker Sr. Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level, and externally. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Responsibilities: Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and business which have significant financial implications. Serve as a trusted...

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program. Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience. Provide...

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program. Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience. Provide...

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program. Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience. Provide...

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program. Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience. Provide...

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program. Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience. Provide...

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, which comprise of 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 KPI’s as defined by Senior Management Support the development of small business knowledge and skills to assigned branch Area...

The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsibilities: Actively identify...

The Credit Risk Senior Officer I is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project. Responsibilities: Strategic professional who closely follows latest trends in own field and adapts...

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program. Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience. Provide...

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program. Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers. Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience. Provide...