Business Dev Intmd Officer

• Proactively build strong and productive relationships within our bank assessment areas to promote and generate business to meet and exceed goals
• facilitate, promote, and administer financial education, seminars and outreach efforts to generate business
• provide technical training on lending programs/products to external relationship partners and to internal partners team
• manage and cultivate relationships with external clients to increase lending penetration in bank assessment areas
• works closely with leadership in support of new business development efforts
• support strategic planning process for business development
• perform deep dive research of new business prospects to include company research, financial analysis, deal background/history, value proposition
• assemble business plans for high priority prospects and maintain business plan tracking and adherence
• coordinate market research requests/activities for prospects
• prepare prospect meeting presentations
• perform prospect and pipeline tracking duties
• build, monitor and continuously refresh prospect database
• create monthly retailer performance dashboard for key prospects and existing clients
• assist in coordination across other Citi business units in support of new business
• schedule deal meetings
• develop specific business plans, including closed loan goals, for each product and program sponsored and managed
• fulfill clients’ necessities while providing an exceptional client experience

• 2-5 years relevant experience
• experience in financial services including a focus on financial planning
• use of Money Guide Pro, Impact or other Financial Planning Software a plus
• CFP preferred or working towards a CFP designation NaviPlan Financial Planning Tool experience – preferred
• active Series 7 preferred
• strong written and verbal communication skills
• strong attention to detail
• solid relationship-building skills
• strong work ethic and the ability to produce high quality plans within a defined timeline
• ability to organize and prioritize work, meet deadline

• CFP preferred
• NaviPlan Financial Planning Tool experience
• use of Money Guide Pro

Global benefits designed to support well-being, growth, and work-life balance