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Citi

Mid-Corp Relationship Manager – Healthcare, Higher Ed & Nonprofit – Director

Citi

. Drive innovation on the solutions we provide clients through partnerships with product specialists .

Posted 5/8/2026full-timeSan Francisco • California • 🇺🇸 United StatesLead💰 $200,000 - $300,000 per yearWebsite

About the role

Key responsibilities & impact
  • Drive innovation on the solutions we provide clients through partnerships with product specialists
  • Execution of strategic initiatives launched centrally
  • Oversee the credit relationship of the client
  • Ensures compliance with regulatory requirements and Citi's policies/guidelines
  • Proactively owning, responding to and anticipating future needs, challenges or risks
  • Appropriately assess risk when business decisions are made

Requirements

What you’ll need
  • 15+ years of experience
  • FINRA Licensing - SIE, Series 63 & 79 (or ability to obtain)
  • In-depth knowledge of all aspects of commercial banking including strong commercial credit knowledge
  • Demonstrates an expert level of Early Warning Detection skills
  • Demonstrates expert level credit skills; capable of structuring all credit deals
  • Demonstrates advanced Citi’s credit-process and credit-appetite knowledge
  • Ability to work effectively in team setting
  • Ability to lead multi-functional teams to provide an exceptional client experience
  • Highly focused, able to rapidly determine 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 digital roles.

Benefits

Comp & perks
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
commercial bankingcommercial credit knowledgeEarly Warning Detection skillscredit structuringCiti's credit-process knowledgeCiti's credit-appetite knowledge
Soft Skills
teamworkleadershipclient experienceprioritizationcommunicationproactive approachrelationship management
Certifications
FINRA LicensingSIESeries 63Series 79