Field Sales Representative
Cnect
Senior Vice President, Relationship Manager – Software
Citi
full-time
Posted on:
Origin: • 🇺🇸 United States • Massachusetts, New York
Visit company websiteSalary
💰 $182,400 - $273,600 per year
Job Level
Senior
About the role
- Originate, manage, and grow new, multi-product and multi-country client relationships
- Own, respond to, uncover and anticipate future needs, roadblocks, business & industry risks and headwinds
- Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward
- Deliver industry insights and knowledge externally to clients and internally to leadership, Risk, and other partners
- Identify cross-sell opportunities to deepen and increase share of wallet
- Drive complex multi-product solutions across multiple geographies (e.g., regional cash management, coordinated hedging, capital raising solutions)
- Work closely with Credit Loan Management and Independent Risk to establish and monitor credit relationships
- Ensure compliance with regulatory requirements and Citi's policies/guidelines
- Call on clients to deepen relationships and proactively anticipate future needs and risks
- Work with product specialists and subject matter experts to structure innovative and customized solutions
- Work closely with Case Manager on onboarding and retention, ensuring KYC and compliance deliverables are met
- Network with clients to identify avenues for new business and administrate credit relationships
Requirements
- 10+ years of experience in Commercial Banking with technology client exposure
- Active FINRA Licensing, 79, 63 and SIE or ability to obtain once onboard
- Self-starter with a team player mindset – proven track record of robust new client acquisitions and sound risk management
- Sound knowledge of banking and investment products and process
- 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
- 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
- Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
- Able to quickly adapt priorities based on the latest data insights
- Bachelor’s/University degree; Master’s degree preferred
