VP, Business Development Lead Officer

This is a fully remote position, open to applicants in California.

📋 Description

• Actively cultivate trusted and productive relationships within our bank assessment areas to promote and drive business in order to achieve and surpass goals.

• Organize, promote, and manage financial education initiatives, seminars, and outreach activities to generate business opportunities.

• Deliver technical training on lending programs/products to both external relationship partners and the internal team to enhance and nurture relationships with external clients, thereby increasing lending penetration in bank assessment areas.

• Collaborate closely with leadership to support new business development initiatives.

• This role focuses on planning, organizing, researching, and systematically responding to retail private label and co-brand opportunities.

• Assist in the strategic planning process for business growth.

• Conduct comprehensive research on new business prospects, including company analysis, financial assessments, deal history, and value propositions.

• Develop business plans for high-priority prospects, encompassing competitive landscape analysis, SWOT assessments, differentiation strategies, detailed prospecting plans, and resource requirements, while ensuring adherence to business plan tracking.

• Coordinate market research requests and activities for prospects, which include brand data analytics and mystery shopping initiatives.

• Create presentations for prospect meetings, overseeing the creative process and managing deck production.

• Carry out prospect and pipeline tracking responsibilities.

• Build, monitor, and continuously update the prospect database.

• Generate a monthly retailer performance dashboard for key prospects and existing clients, proactively sharing insights with the Business Development and Partner Management teams.

• Facilitate coordination across other Citi business units to support new business initiatives.

• Manage the scheduling of internal deal meetings, coordinate logistics for external meetings, and maintain a calendar of activities.

• Develop specific business plans, including closed loan targets, for each product and program that is sponsored and managed.

• Make informed risk assessments in business decisions, demonstrating careful consideration for the firm's reputation and the protection of Citigroup, its clients, and assets by ensuring compliance with applicable laws, rules, and regulations, adhering to policy, applying sound ethical judgment in personal behavior and business practices, and transparently escalating, managing, and reporting control issues.

⛳️ Requirements

• 6-10 years of relevant experience.

• Previous banking experience is preferred.

• Proven leadership abilities; capable of building effective working relationships with bank partners and managing relationships.

• Outstanding consulting and presentation skills; adept at probing and listening to clarify inquiries.

• Must 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, with a commitment to maintain and renew that registration.

🏝️ Benefits

• Medical, dental, and vision coverage.

• 401(k) plan.

• Life, accident, and disability insurance.

• Wellness programs.

• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.