Role Summary The Business Banking Sales Coach develops and supports Small Business Banking teams across the region. The role requires strong business banking and credit expertise to assess complex issues, advise Area and Market leadership, and shape decisions that impact sales, credit quality, and client experience. The Sales Coach drives growth by coaching Business Relationship Managers, Senior Business Bankers, and branch teams, building community relationships, and promoting operational excellence. Responsibilities include daily sales guidance, ensuring consistent risk and control practices, and contributing to business planning. Key Responsibilities u2022 Serve as a regional Small Business Banking subject matter expert, directly coaching Business Relationship Managers and Senior Business Bankers, and advising Branch, Area, and Market leaders on sales execution, credit quality, risk management, and operational excellence to drive sustainable growth. Team Coaching & Development u25cf Coach and mentor Branch teams, Business Relationship Managers and Senior Business Bankers, focusing on enhancing sales techniques, product knowledge, and client engagement strategies. u25cf Coach and guide the team in fostering a collaborative and results-driven culture focused on achieving business goals and delivering superior customer experience across Areas and Branches. u25cf Serve as a subject matter expert for the broader Region in Small Business Banking, providing guidance and insights to Business Relationship Managers and Senior Business Bankers. u25cf Develop the skills and competencies of the team through active coaching, identifying areas for growth, and supporting professional development plans. Sales & Business Development Enablement u25cf Support the Region in executing strategic sales plans to achieve revenue targets, profitability, and market growth for the small business segment. u25cf Support Business Relationship Managers and Senior Business Bankers on new client acquisition strategies, including proactive prospecting, outside calling, and developing a strong network of internal and external referral sources. u25cf Guide Business Relationship Managers and Senior Business Bankers in deepening existing client relationships by understanding financial needs and effectively positioning the bank's full range of products and services, including credit, cash management, and digital banking solutions. u25cf Coach team to represent the bank in the community through strategic business activations to enhance brand visibility and win new business. Sales and Risk Guidance u25cf Support Market Directors and Area Managers on implementing and executing disciplined sales management processes, pipeline management, performance tracking, and accountability within their respective Areas and Branches. u25cf Guide the team on managing risk and compliance activities, ensuring adherence to all bank policies, procedures, and regulatory guidelines. u25cf Provide coaching on the credit process, assisting with understanding credit appeals, and ensuring all lending activities meet profitability targets and risk-management standards. u25cf Coach team members on appropriately assessing risk when making business decisions, demonstrating consideration for the firm's reputation and safeguarding clients and assets. Operational Excellence Coaching u25cf Coach Region and Area teams on consistent routines to drive results, share best practices, and maintain focus on key business priorities across the region. u25cf Guide the team in delivering exceptional client experience by monitoring service levels, resolving client issues promptly, and championing customer advocacy. u25cf Maintain and share expert knowledge of the small business market, including local economic trends, competitive landscape, and customer challenges and opportunities, to continuously inform and develop the team. Collaboration u25cf Champion cross-business collaboration to advance the One Citi strategy, ensuring team members leverage the full breadth of Citi's capabilities to deliver a differentiated and comprehensive value proposition to clients. u25cf Coach team members on establishing strong strategic partnerships with leaders across Wealth, Retail, and Mortgage to identify, prioritize, and activate high-value cross-business referral opportunities that accelerate growth and deepen client engagement across the franchise. u25cf Partner with Market Directors and Area Managers to drive scalable execution of Business Banking strategies via Branch Teams, reinforcing regional alignment, operational discipline, and strategic focus. Qualifications u25cf Experience : 6u201310 years of related business experience, preferably within Business Banking, Retail Banking, Financial Services, or Wealth Management, including at least 3 years of experience in sales coaching or enablement. u25cf Portfolio Management Understanding : Proven ability to understand and coach on managing a portfolio of business clients with annual revenues ranging from 1 Mu201310M. u25cf Market Presence : Established professional network within the local market, used for coaching and networking insights. u25cf Communication : Excellent verbal, written, and presentation skills, with the ability to articulate complex financial solutions clearly and effectively coach others. u25cf Coaching & Mentoring : Demonstrated ability to coach, motivate, and develop a high-performing sales team. u25cf Sales Acumen : Strong understanding of business development, negotiation, and closing skills, with the ability to impart this knowledge through coaching. u25cf Credit & Financial Analysis : Deep understanding of business credit, underwriting, and risk management, applied to coaching. u25cf Relationship Building : Proven ability to build and maintain long-term, profitable relationships with clients and partners, and to coach others in this skill. u25cf Strategic Thinking : Skilled at analyzing market trends, identifying opportunities, and developing effective business strategies, for the purpose of guiding and coaching the team. Education u2022 Bachelor's/University degree or equivalent experience is required. u2022 Master's degree is preferred. ------------------------------------------------------ Job Family Group: Consumer Sales ------------------------------------------------------ Job Family: Consumer Sales Support ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: New York New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $116,880.00 - $175,320.00 In addition to salary, Citiu2019s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit . Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Apr 21, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their 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 Citiu2019s EEO Policy Statement ( and the Know Your Rights ( poster._Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Job Title
Small Business Sales Coach NY Metro