Citi Commercial Bank - Relationship Manager, Tech Venture Banking

About the role

The Relationship Manager will originate, manage, and expand relationships with venture capital–backed, growth-stage technology companies, primarily within the hardware, semiconductor, physical AI, and data infrastructure subsectors. This strategic professional stays abreast of developments within the field and contributes to directional strategy. The role requires basic commercial awareness and developed communication and diplomacy skills to guide, influence, and convince others, including colleagues and occasional external customers. Work impacts an entire area, affecting the overall performance and effectiveness of the sub-function/job family.

Responsibilities

• Calls on clients to deepen relationships, proactively owning, responding to, uncovering, and anticipating future needs, roadblocks, risks, and expectations.
• Introduces solutions to clients to build and strengthen an effective portfolio.
• Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs.
• Collaborates closely with the Case Manager on the on-boarding and retention of clients, ensuring compliance with “Know Your Client” (KYC) and other regulatory deliverables.
• Identifies cross-sell opportunities to deepen and increase share of wallet.
• Maximizes client experience by proactively sharing market updates, trends, and intelligence.
• Drives innovation in client solutions and business development where necessary.
• Executes strategic initiatives launched centrally at all levels (Group, Bank, commercial market, and EIB).
• Networks with clients to identify avenues for new business opportunities.
• Administrates the credit relationship of the client, coordinating and supervising the entire process to ensure proper application of policies and institutional processes.
• Ensures compliance with regulatory requirements and Citi's policies/guidelines at all times.
• Appropriately assesses risk in business decisions, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, its clients, and assets by adhering to applicable laws, rules, and regulations.

Qualifications

• 6-10 years of experience.
• FINRA Licensing – SIE, Series 63 & 79 (current or ability to obtain).
• Sound knowledge of banking and investment products and processes, with a track record of providing sound banking and financial advice and solutions to clients.
• Demonstrates sound credit skills, including structuring complex deals, such as capital market transactions.
• Advanced Early Warning Detection skills.
• Advanced credit skills; able to structure all types of credit deals.
• Ability to work effectively in a team setting and coordinate multi-functional teams to provide an exceptional client experience.
• Excellent interpersonal, communication, and influencing skills (e.g., negotiation, consultative skills, leadership).
• Ability to work under pressure while making sound decisions.
• Highly focused, with the ability to rapidly identify key priorities and clearly communicate them.
• A proactive approach to strengthening business relationships with clients, delivering a simple, secure, and seamless client experience.
• Passion for creating new business opportunities with existing clients and demonstrating innovative approaches to meeting clients’ needs.
• Ability to embrace new technology and understand the role digital plays in the client experience.
• Able to quickly adapt priorities based on the latest data insights.

Pay

$157,040.00 - $235,560.00 annual salary. In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards.

Benefits

• Medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages, including vacation, sick leave, and holidays.

Schedule

Full time.

Primary location: San Francisco, California, United States.