CrawlJobs Logo

Senior Business Banker

United States, River Forest Employment contract · Job Posted November 19, 2025
Apply Position
Job Link Share

Job Description

The Senior Business Banker (Sr. BB) is responsible for managing and retaining Citibank’s business relationships greater than $1MM and/or specialty needs. The Senior Business Banker will help customers with Deposits, Cash Management, Credit, and day-to-day needs. As a Senior Business Banker, they will act as a role model for the assigned Market, delivering assistance and building knowledge for more complex deals, and will focus on credit real estate lending.

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
  • Appropriately assess risk when business decisions are made, demonstrating 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.

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.

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.

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Senior Business Banker

8 matching positions

Senior Business Banker

The Senior Business Banker plays a critical role in driving the growth and profi...
Location
Location
United States , New York
Salary
Salary:
178800.00 - 204100.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 2 years of Business Banking experience
  • Proven experience in business development, with a strong track record of generating and closing new business through prospecting
  • Established network of centers of influence and demonstrated ability to grow this network through active engagement and networking events
  • Strong business development skills with the ability to build trust with prospects, clients, and professional partners
  • Expertise in deposit acquisition, treasury management, credit solutions, and other banking products
  • Exceptional leadership, negotiation, and communication skills
Job Responsibility
Job Responsibility
  • Proactively generates new business by prospecting for deposits, lending, treasury management, merchant services and other banking solutions
  • Meet with prospects to bring in new relationships, develop strong COI relationships in your market, and close new business opportunities to grow the bank’s client base and revenue
  • Build and maintain a robust network of centers of influence (COI’s), including CPA’s, attorneys, commercial real estate agents, and other professionals, to drive referrals and business growth
  • Retain and manage clients within your portfolio, with a focus on deepening relationships and cross selling additional products and services to meet client needs
  • Collaborate with the Business Banking Client Service team to deliver exceptional service and ensure a seamless banking experience for all clients
  • Maintain a strong understanding of Capital One’s credit policy, ensuring compliance while effectively evaluating and mitigating risk
What we offer
What we offer
  • comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being
  • performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
  • Fulltime
Read More
Arrow Right

Senior Business Banker

The Senior Business Banker plays a critical role in driving the growth and profi...
Location
Location
United States , Philadelphia
Salary
Salary:
140600.00 - 160400.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 2 years of Business Banking experience
  • Proven experience in business development, with a strong track record of generating and closing new business through prospecting
  • Established network of centers of influence and demonstrated ability to grow this network through active engagement and networking events
  • Strong business development skills with the ability to build trust with prospects, clients, and professional partners
  • Expertise in deposit acquisition, treasury management, credit solutions, and other banking products
  • Exceptional leadership, negotiation, and communication skills
Job Responsibility
Job Responsibility
  • Proactively generates new business by prospecting for deposits, lending, treasury management, merchant services and other banking solutions
  • Meet with prospects to bring in new relationships, develop strong COI relationships in your market, and close new business opportunities to grow the bank’s client base and revenue
  • Build and maintain a robust network of centers of influence (COI’s), including CPA’s, attorneys, commercial real estate agents, and other professionals, to drive referrals and business growth
  • Retain and manage clients within your portfolio, with a focus on deepening relationships and cross selling additional products and services to meet client needs
  • Collaborate with the Business Banking Client Service team to deliver exceptional service and ensure a seamless banking experience for all clients
  • Maintain a strong understanding of Capital One’s credit policy, ensuring compliance while effectively evaluating and mitigating risk
What we offer
What we offer
  • comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being
  • performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
  • Fulltime
Read More
Arrow Right

Senior Business Banker - Philadelphia Market

The Senior Business Banker plays a critical role in driving the growth and profi...
Location
Location
United States , Philadelphia
Salary
Salary:
149000.00 - 170000.00 USD / Year
capitalone.com Logo
Capital One
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 2 years of Business Banking experience
  • At least 5 years of Business Banking experience (Preferred)
  • Formal credit training (Preferred)
  • Proven experience in business development, with a strong track record of generating and closing new business through prospecting
  • Established network of centers of influence and demonstrated ability to grow this network through active engagement and networking events
  • Strong business development skills with the ability to build trust with prospects, clients, and professional partners
  • Expertise in deposit acquisition, treasury management, credit solutions, and other banking products
  • Exceptional leadership, negotiation, and communication skills
Job Responsibility
Job Responsibility
  • Proactively generates new business by prospecting for deposits, lending, treasury management, merchant services and other banking solutions
  • Meet with prospects to bring in new relationships, develop strong COI relationships in your market, and close new business opportunities to grow the bank’s client base and revenue
  • Build and maintain a robust network of centers of influence (COI’s), including CPA’s, attorneys, commercial real estate agents, and other professionals, to drive referrals and business growth
  • Retain and manage clients within your portfolio, with a focus on deepening relationships and cross selling additional products and services to meet client needs
  • Collaborate with the Business Banking Client Service team to deliver exceptional service and ensure a seamless banking experience for all clients
  • Maintain a strong understanding of Capital One’s credit policy, ensuring compliance while effectively evaluating and mitigating risk
What we offer
What we offer
  • comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being
  • performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
  • Fulltime
Read More
Arrow Right

Private Banker / Senior Private Banker (China Team)

The Private Banker Lead is a strategic professional who stays abreast of develop...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6 + 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 is Good To Have
Job Responsibility
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
Read More
Arrow Right

Private Banker / Senior Private Banker

Private Banker / Senior Private Banker for Singapore Team serving ultra-high net...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Private Banker / Senior Private Banker

Private Banker / Senior Private Banker for China Team (UHNW Segment) based in Si...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Private Banker / Senior Private Banker

Citi Private Bank (CPB) is dedicated to serving the world's wealthiest individua...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
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
Read More
Arrow Right

Private Banker / Senior Private Banker

At Citi, we get to connect millions of people across hundreds of cities and coun...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
What we offer
  • Programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling
  • Access to an array of learning and development resources
  • Variety of programs that help employees balance their work and life, including generous paid time off packages
  • Fulltime
Read More
Arrow Right