Senior Business Banker Job at Capital One (Philadelphia)

Senior Business Banker

The Senior Business Banker (Sr. BB) is responsible for managing and retaining Ci...

Location

United States , River Forest

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years banking experience, preferably 5+ years in Business Banking
Business and/or Commercial Credit training preferred
Exceptional consulting skills: ability to probe, listen, clarify, and present information to advance sales transactions, deepen relationships
Demonstrated analytical skills and ability to assimilate complex financial and company operating information
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Job Responsibility

Develop consistent sales cadence and interactive management of the existing portfolio clients with a focus on retention, credit quality and growth
Responsible for conducting the annual review process, which entails performing site visits, collecting financial documents, and collaborating with the Credit Risk department
Enhancing the overall effectiveness, productivity, and contribution of our bankers within the assigned Market by partnership development and leadership engagement
As the senior business banker, you will be engaged as a subject matter expert and support resource for complex credit inquiries in the assigned market
Achieve desired sales production and business scorecard metrics
Use sound judgment in qualifying potential customers/deals as well as recommending the right financial solutions/products for the customer
Develops credit structure and full credit packages where the total credit exposure is greater than $1MM and/or on specialty needs
Analyze market trends and market size by integrating analytical skills and knowledge of data analysis tools and methodologies
Maintain knowledge of industry and competitive landscape and provide timely insights and advice for uncovering and enhancing business opportunities
Ensure all KYC and AML as well as other compliance norms are strictly adhered to

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Fulltime

Private Banker / Senior Private Banker

Citi Private Bank (CPB) is dedicated to serving the world's wealthiest individua...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience
Extensive and proven experience in Private Banking having covered the UHNW market
Extensive experience in working with and/or leading client teams and transactions
Demonstrated track record in relationship selling
Bachelor's/University degree

Job Responsibility

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 advisor to clients who frequently seek strategic advice regarding financial matters
Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
Effectively manage client expectations regarding what can and cannot be executed on their behalf
Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
Help clients achieve broad financial/investment goals related to the creation and management of wealth
Develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs
Establish a referral network and gain introductions to potential clients which generate new sales

What we offer

Access to telehealth options, health advocates, confidential counseling
Access to an array of learning and development resources
Generous paid time off packages
Programs that help employees balance their work and life

Fulltime

Private Banker / Senior Private Banker

Private Banker / Senior Private Banker for China Team (UHNW Segment) based in Si...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience
Extensive and proven experience in Private Banking covering the UHNW market
Extensive experience in working with and/or leading client teams and transactions
Demonstrated track record in relationship selling
Bachelor's/University degree

Job Responsibility

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 advisor to clients regarding financial matters
Build relationships with client families that cross generations
Effectively manage client expectations
Bring together product experts to develop long-term solutions
Help clients achieve broad financial/investment goals related to wealth creation and management
Develop tailored solutions addressing investment, risk management, and financing/liquidity needs
Establish a referral network and gain introductions to potential clients

What we offer

Access to telehealth options
Health advocates
Confidential counseling
Learning and development resources
Generous paid time off packages
Programs to help balance work and life

Fulltime

Private Banker / Senior Private Banker

Private Banker / Senior Private Banker for Singapore Team serving ultra-high net...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of experience
Extensive and proven experience in Private Banking covering UHNW market
Extensive experience in working with and/or leading client teams and transactions
Demonstrated track record in relationship selling
Bachelor's/University degree

Job Responsibility

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 advisor to clients regarding financial matters
Build relationships with client families that cross generations
Effectively manage client expectations
Bring together product experts to develop long-term solutions
Help clients achieve broad financial/investment goals related to wealth creation and management
Develop tailored solutions addressing investment, risk management, and financing/liquidity needs
Establish a referral network and gain introductions to potential clients

What we offer

Access to telehealth options
Health advocates
Confidential counseling
Learning and development resources
Generous paid time off packages
Programs to help balance work and life

Fulltime

Banker - Country Business Head

The County Business Head is a senior management-level position responsible for a...

Location

Puerto Rico , San Juan

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience
MBA, or M.S. degree from a top economics, business, or financial engineering program
Senior Credit Officer preferred
In-depth experience advising clients on debt and capital management
Demonstrated ability to balance between internal management and external client time
Demonstrated knowledge of compliance issues and regulatory requirements (global and local)
Proven leadership skills and intellectual capability to create momentum and an agenda across multiple products with a diverse population and competing priorities
Demonstrated intellectual grasp of the industry, ability to anticipate and lead the organization to future changes and translate vision into executable plans
Proven analytical and problem-solving skills with pragmatic approach to ensure limited resources are directed appropriately
Consistently demonstrate clear and concise written and verbal communication

Job Responsibility

Develop and monitor a client-driven franchise growth plan and communicate a vision that is responsive to global/regional issues and emerging market trends
Responsible for overall parent relationship management of clients and providing a wide range of treasury and corporate finance solutions including cash management, trade, vendor finance, foreign exchange (FX), general credit, loans, debt capital markets, share repurchase, and interest rate and equity derivatives
Drive client planning, product agnostic cross selling, client access, and effective capital allocation within the Institutional Clients Group (ICG) Coverage Banker proposition by working closely with partners to ensure the Corporate Bank fulfills its role of being at the center of the Banking, Capital Markets & Advisory’s (BCMA) relationship management strategy
Translate Citi’s strategy into an effective and efficient Corporate Bank business plan while proactively overcoming obstacles and driving a strong balance between near-term and long-term priorities
Responsible for meeting revenue and other goals related to budget, risk management, and credit allocation
Drive innovation, differentiation and speed to market and promote cross selling of products across the full ICG platform
Partner with Investment banking team to drive and execute episodic transactions and with key stakeholders, including Risk and GCM, to allocate capital prudently, appropriately and in adherence to all Citi risk policies
Ensure client relationships and proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards and anticipated future changes in the marketplace
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards

Fulltime

Senior Private Banker

The Senior Private Banker (China Team) at Citi is responsible for managing relat...

Location

Hong Kong , Central and Western District

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience
extensive and proven experience in private banking having covered the UHNW market
extensive experience in working with and/or leading client teams and transactions
demonstrated track record in relationship selling
bachelor's/university degree, master's degree preferred

Job Responsibility

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 advisor to clients who frequently seek strategic advice regarding financial matters
build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
effectively manage client expectations regarding what can and cannot be executed on their behalf
maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
uncover needs that are not articulated or clearly expressed by the client
bring together the product experts to develop long-term solutions to strengthen relationships with the firm
help clients achieve broad financial/investment goals related to the creation and management of wealth

What we offer

equal opportunity employer
reasonable accommodations for persons with disabilities
global benefits designed to support well-being, growth, and work-life balance

Fulltime

Senior Private Banker

The Private Banker Principal is a strategic professional providing in-depth expe...

Location

Hong Kong , Central and Western District

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience
Extensive and proven experience in Private Banking having covered the UHNW market
Extensive experience in working with and/or leading client teams and transactions
Demonstrated track record in relationship selling
Bachelor's/University degree, Master's degree preferred

Job Responsibility

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 advisor to clients who frequently seek strategic advice regarding financial matters
Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
Effectively manage client expectations regarding what can and cannot be executed on their behalf
Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
Uncover needs that are not articulated or clearly expressed by the client
Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
Help clients achieve broad financial/investment goals related to the creation and management of wealth

Fulltime

Senior Private Banker

The Private Banker Principal is a strategic professional responsible for develop...

Location

Hong Kong , Central and Western District

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience
extensive and proven experience in private banking having covered the UHNW market
extensive experience in working with and/or leading client teams and transactions
demonstrated track record in relationship selling
bachelor's/university degree
master's degree preferred

Job Responsibility

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 advisor to clients who frequently seek strategic advice regarding financial matters
build relationships with client families that cross generations to establish long-term connections
maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
uncover needs that are not articulated or clearly expressed by the client
bring together the product experts to develop long-term solutions
help clients achieve broad financial/investment goals related to the creation and management of wealth
develop tailored solutions that address clients' investment, risk management, and financing/liquidity needs

What we offer

Equal opportunity employer
compliance with applicable laws, rules, and regulations
commitment to diversity and inclusion

Fulltime

Senior Business Banker

Capital One

Location:
United States , Philadelphia

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 30, 2025

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Location:United States , Philadelphia

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Job Posted:December 30, 2025

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