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Full-time
bachelor degree
Posted 37d ago
~40 hrs/week
Responsibilities
Manage and grow a portfolio of commercial customer relationships with annual revenues between five and fifty million dollars. Collaborate across the enterprise to provide advisory-led solutions in credit, liquidity, and treasury management.
Requirements
Requires over 4 years of experience in Business Banking or Lower Middle Market with completed Commercial Credit Training. A bachelor's degree in business or finance is preferred along with strong sales and negotiation skills.
Full job description
At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll acquire and deepen client relationships by collaborating across the enterprise to deliver comprehensive solutions in areas such as credit, liquidity, interest rate management, treasury solutions, and Wealth Management.
Primary responsibilities include
Manage, acquire and deepen a portfolio of new and existing commercial customer relationships within the Business Banking target market of five million to fifty million in annual revenue.
Provide advisory led discussions to assess client needs and aspirations while positioning value added recommendations that drive customer delight and shareholder value.
Engage COI’s and internal partners across the bank to uncover and deepen new business opportunities.
Operate within a fast paced, demanding sales culture with measured routines and goals aimed at new loan and deposit generation, fee income, customer service and satisfaction.
Actively engage in significant community activity to expand potential customer base and exemplify our company credo and community commitments.
Qualifications, Education, Certifications and/or Other Professional Credentials
4+ years in upper Business Banking/Lower Middle Market experience
Completion of Commercial Credit Training
Meaningful experience with moderately complex portfolios, customers, and transactions.
Strong written and oral communication skills
Strong knowledge of sales force and various lending applications
Strong sense of customer service, satisfaction and retention.
Adept at needs identification, problem solving and the consultative sales approach.
Strong negotiation skills and the ability to overcome objections and adversity
Following of prospects, customers and COIs
Ability to self-generate and drive new business development
Action oriented and self-accountable to superior results
Strong understanding of risk and compliance
Meaningful Community involvement
Strong understanding of core products and services
Preferred undergraduate degree in business or finance
Hours & Work Schedule
Hours per Week: 40
Work Schedule: Monday - Friday
#LI-CITIZENS4
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Citizens Private Bank provides an extraordinary caliber of service that goes beyond and above — a commitment to redefining excellence and continuously striving for more. Backed by the strength and stability of Citizens, one of the country’s oldest and largest financial institutions, Citizens Private Bank delivers holistic banking and wealth management¹ solutions tailored to our clients’ unique financial ambitions. Our Private Bankers serve as a single point of contact and relentlessly go the extra mile to help clients preserve and grow wealth with bespoke financial solutions and advice.
Supported by a team of banking and wealth management experts, our Private Bankers stand ready to anticipate our clients’ needs and to help build their wealth, now and for generations to come.
¹Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser, Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”), or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens. For deposit products, Member FDIC.
Offices: Providence, RI, US
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How much do Finance & Accounting jobs in Pennsylvania pay?
Based on 1549 listings with disclosed salaries, most finance & accounting jobs in Pennsylvania pay between $60k–$170k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Pennsylvania right now?
There are currently 5,738 open finance & accounting positions in Pennsylvania listed on Clera. New openings are added daily as companies post roles.
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