Small Business Referral Growth Lead, Senior Vice President
Core
Own and scale the firm's small business referral strategy for Citigold North America by connecting internal ecosystems with external centers of influence to generate high-quality lead flow.
Role type
Senior Vice President, Small Business Referral Growth Lead
Builds
A high-performing small business referral pipeline and funded client relationships
Domain
Financial Services / Small Business Banking
Required skills
Small business banking expertise, Referral program management, Partnership management, CRM proficiency (Salesforce), SBA lending knowledge, Business credit products knowledge, Stakeholder engagement, Data analysis
Preferred skills
Community banking practices, Cross-functional coordination, Business development officer experience
Technologies
Salesforce, Microsoft Office Suite (Excel, PowerPoint, Word)
Responsibilities
Own end-to-end small business referral strategy, Build and manage referral pipeline, Identify and cultivate external referral partnerships, Activate internal referral ecosystem, Train and coach frontline staff, Develop referral value propositions, Produce performance reports
Seniority
Senior Vice President, Strategic leadership with hands-on execution
