Citi

Senior Relationship Manager

Citi

full-time

Posted on:

Origin:  • 🇺🇸 United States • Florida

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Salary

💰 $158,400 - $237,600 per year

Job Level

Senior

About the role

  • Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations
  • Introduces solutions to clients in building and strengthening an effective portfolio
  • Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs
  • Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met
  • Identifies cross-sell opportunities to deepen and increase share of wallet
  • Maximizes client experience by proactive sharing markets updates, trend and intelligence
  • Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
  • Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB)
  • Networks with clients to identify avenues for new business opportunities
  • Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes
  • Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets

Requirements

  • 10+ years of experience
  • Sound knowledge of banking and investment products and process
  • 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
  • Ability to work effectively in team setting
  • Ability to 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, able to rapidly identify key priorities, clearly communicate the priorities
  • A proactive approach in looking for ways in strengthening business relationship with clients
  • Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
  • Bachelor’s/University degree; Masters degree preferred