Citi Commercial Bank - Relationship Manager - Director

About the role

This Senior Relationship Manager will be focused on both existing and new banking relationships with US-headquartered companies up to $3Bn in revenue. Primary responsibilities of the Senior Relationship Manager are to build relationships while providing solutions for US CCB clients. The role involves day-to-day cooperation and collaboration with products, operations, implementation, and risk management teams at all levels (country, regional and global) in order to source, develop and grow client relationships. The individual in this role will have responsibility for developing solutions and product proposals for CCB clients in the US along with various internal partners, supporting the onboarding process of clients, and building and maintaining a client portfolio.

Responsibilities

• Acquire new, multi-product clients for the Bank and manage those relationships on an ongoing basis. Own, respond to, uncover, and anticipate future needs, roadblocks or risks and expectations;
• Actively build a new business pipeline and call on clients and develop relationships at multiple levels across the client organization
• Client-level planning, budget, and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share of wallet
• Work closely with cash management implementation team, Cash Sales Managers, Underwriting / Risk teams, Markets experts and RM Associates daily. Coordinate with Product and Investment Banking coverage to deliver Product solutions while at the same time sponsoring any credit requirements with CCB’s risk and underwriting teams. Coordinate overseas coverage of clients’ needs across over 100 countries where Citi has dedicated banking coverage.
• Administer the credit relationship of clients, coordinate and supervise the entire process, ensuring the proper application of policies and institutional processes.
• Oversee talented junior resources to provide financial solutions to clients and prospects and ensure safe and sound underwriting practices.
• Maximize client experience by proactively sharing markets updates, trends, and intelligence.
• Maintain oversight of products' implementation processes. Manage customers and transactions in the CRM platform.
• Verify adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ongoing basis, ensuring the appropriate compliance deliverables are met.
• Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times.

Requirements

15+ years of experience with Commercial clients.
Must have in-depth knowledge of banking products and services typically utilized by middle market clients.
FINRA Licensing - SIE, Series 63 & 79 (current or ability to obtain).
Bachelor’s degree required; MBA preferred.

Qualifications

Sound knowledge of banking, treasury / lending / markets products and processes, as well as a solid track record of providing banking and financial advice and solutions to clients.
Meaningful experience in structuring and approving credit solutions across different risk profiles. Experience with offshore credit is preferred but not required.
Ability to coordinate multi-functional teams to provide an exceptional client experience.
Excellent interpersonal, communication and influencing skills (e.g., negotiation, consultative skills, leadership).

Skills / Competencies

• Self-starter, able to work independently and used to working in an entrepreneurial environment that facilitates build out of a world class banking platform.
• Thrive in a flat organizational structure leveraging talented junior resources to meet personal and business goals.
• Ability to work under pressure and multitask while making sound decisions.
• Strong focus on delivery, ability to turn concepts into actionable solutions.
• Excellent presentation skills and ability to influence decisions at all levels. Must have excellent interpersonal skills.
• Strong analytical skills with a motivation to learn.
• Excellent selling skills while being highly creative, taking on initiatives, and being flexible.
• Pay attention to details and set priorities.

Pay

$200,000.00 - $300,000.00

Schedule

Full time