Citi Commercial Bank - Relationship Manager, Senior Vice President - Digital Tech & Comms

Responsibilities

• Drive new client acquisition across the software sector, with a primary focus on venture-backed companies starting at Series A and beyond.
• Build and scale a high-quality book of business by proactively targeting early-stage, high-growth companies and their investor ecosystems, including venture capital and private equity sponsors.
• Develop and execute outbound business development strategies, including direct client outreach, VC/PE partnership development, and referral channels.
• Represent the bank at industry conferences, founder events, and venture community forums to originate and develop new client relationships.
• Call on clients to deepen relationships and proactively own, respond to, uncover and anticipate future needs, roadblocks or risks and expectations.
• Introduce solutions to clients in building and strengthening an effective portfolio;
• Work with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' individual needs.
• Closely work with Case Manager on the on-boarding and retention of clients, ensuring the appropriate "Know Your Client" (KYC) and other compliance deliverables are met;
• Identify cross-sell opportunities to deepen and increase share of wallet;
• Maximize client experience by proactively sharing market updates, trends, and intelligence;
• Drive innovation in the solutions we provide clients and further develop our business where necessary and appropriate;
• Execute strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB).

Qualifications

• 10+ years of experience
• FINRA 79, 63, and SIE or ability to obtain once on board
• Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients
• Demonstrates intermediate to advanced credit skills; structures more complex deals, including global transactions
• Demonstrates an expert level of Early Warning Detection skills
• Demonstrates expert level credit skills; capable of structuring all credit deals and guiding staff through the credit deal approval process
• Demonstrates advanced Citi’s credit-process and credit-appetite knowledge
• Able to work effectively in a team setting
• Able to coordinate multi-functional teams to provide an exceptional client experience
• Excellent interpersonal, communication and influencing skills (e.g., negotiation, consultative skills, leadership)
• Able to work under pressure while making sound decisions
• Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
• Accountable for significant direct business results or authoritative advice regarding the operations of the business
• A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience
• Able to quickly adapt priorities based on the latest data insights