Relationship Manager I

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Location: Rochester, NY
Job ID/Req. Number: 404836
Category: Sales
Full/Part Time: Full Time
Regular/Temporary: Regular


As Relationship Manager with us, you will be primarily responsible for the acquisition of new relationships and the active management of a portfolio of 125 clients with annual revenues of $2-$25MM.  You will play a key role in building relationships with our clients and are tasked with delivering an exceptional customer experience designed to retain and grow our top customers.  As a Business Banking Relationship Manager your primary responsibilities will include:

  • Primary focus is on exceeding specific net portfolio loan and deposit growth goals along with new deposits, loans, cash management and total revenue production
  • Products marketed include but are not limited to: deposit, credit, interest and currency risk management products, cash management, international trade and liquidity solutions
  • Handle complex accounts and sensitive client relationships and are trusted to handle negotiations and credit assessments on an independent basis
  • Ability to source, structure and present business lending opportunities up to $3MM
  • Effectively utilize centralized credit support team for both new originations and portfolio management
  • Develop a targeted COI (center of influence) list and have a detailed plan to build relationships that lead to referral business to achieve goals
  • Build a collaborative internal relationship with key partners (assigned Business Banking Officers, branches, investment specialist, cash management, mortgage specialist, insurance specialist, your place banking, etc.)
  • Introduce top clients to appropriate specialist to deepen share of wallet
  • Joint calling and prospecting with specialists depending on situation
  • Provide specific assistance to assigned BBO’s for outside joint calling, technical questions related to larger deposit and loan opportunities, etc.
  • Utilize to manage your call/relationship management activities on a weekly basis
  • Required to make a targeted number of “in person” calls to prospects, customers, COI’s and internal partners weekly & monthly
  • Practice sounds risk management protocols and adhere to internal and  regulatory requirements



  • 3+ years in a Business Banking Relationship Manager role or related business lending experience
  • Bachelors Degree or equivalent combination of education and experience
  • Understanding of core business products and services
  • Proven track record of sales and outside calling skills
  • Excellent communication (written & verbal) and interpersonal skills
  • Ability to develop strong customer and colleague relationships
  • Local market knowledge and the ability to develop, retain and expand relationships with Centers of Influence ie. CPA’s and Attorneys


Hours and Work Schedule

Hours per Week:   40
Work Schedule:    Monday-Friday 8:00AM-5:00PM


Equal Employment Opportunity

It is the policy of RBS Citizens, N.A. to provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.



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