Business Relationship Manager - Safe Act Miami/Broward FL, , Assistant Vice President

Business Relationship Manager – Safe Act Miami/Broward FL, Assistant Vice President

Job Req Id

Location(s)

West Palm Beach, Florida, United States

Job Type

On‑Site/Resident

Posted

May 22, 2026

Job Overview

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 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 the sales plan
• Accountable for scorecard metrics and KPIs as defined by senior management
• Support the development of small business knowledge and skills for the assigned branch area team through joint sales activities, ongoing training, and referral opportunities
• Call on your assigned book of high‑valued clients to deepen the relationship and retain their business while owning, responding to, and proactively uncovering future needs, roadblocks, or risks for the business to achieve their goals
• Educate and introduce clients to the appropriate products and services that fit their needs and grow both balance and revenue of your portfolio
• Manage credit requests up to $250K and work closely with senior Business Bankers on lending relationships over $250K
• Develop and execute an integrated, comprehensive sales plan to achieve scorecard results, drive acquisition of new to‑bank clients, and target industry/sector opportunities across the 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; expand business banking 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 account for 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, including pipeline management, loan escalations/appeals and advocacy, application quality and pricing issues
• Strictly adhere to internal‑control policies such as account opening and credit protocols for accurate collection, completion, and updating of all required documentation
• Appropriately assess risk when making business decisions, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets by driving compliance with applicable laws, rules, regulations, and policies, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

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
• Demonstrate analytical skills and ability to assimilate complex financial and 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
• Requires registration as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (“Registry”) and obtain a unique identifier before engaging in mortgage loan originator activities. Must maintain and renew registration annually, update information with the Registry in a timely manner, and provide that unique identifier to consumers as required by SAFE‑Act regulations and Citi policies and procedures

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, and wellness programs. Citi also offers paid time‑off packages, including planned vacation, unplanned sick leave 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.

EEO Statement

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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.