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Relationship Manager – Director
CitiSenior Relationship Manager focused on developing banking relationships for US CCB clients. Collaborating with cross-functional teams to deliver financial solutions within the Industrials sector.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in managing relationships with multi-product clients in the banking sector, with a strong focus on compliance and regulatory requirements. Proven ability to identify cross-sell opportunities and develop business pipelines within the Industrials sector.
Highest-signal resume keywords
15+ Years Experience With Commercial ClientsIn-Depth Knowledge Of Banking ProductsFINRA Licensing - SIE, Series 63 & 79Client-Level Planning And Budget ResponsibilitiesRelationship Management And Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
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Hard Skills
Banking Products And ServicesClient Relationship ManagementCross-Selling StrategiesBusiness Pipeline DevelopmentRegulatory Compliance
Soft Skills
Anticipating Client NeedsProblem SolvingCollaboration
Certifications & Qualifications
FINRA SIEFINRA Series 63FINRA Series 79
Industry Keywords
Commercial BankingIndustrials SectorMiddle Market ClientsCash ManagementInvestment Banking
About the role
Key responsibilities & impact- Acquire new, multi-product clients for the Bank and manage those relationships on an ongoing basis
- Own, respond to, uncover, and anticipate future needs, roadblocks or risks and expectations
- Actively build a new business pipeline and call on clients and develop relationships at multiple levels across the client organization
- Client-level planning, budget, and revenue responsibilities
- Identify cross-sell opportunities to deepen and increase share of wallet
- Work closely with cash management implementation team, Cash Sales Managers, Underwriting / Risk teams, Markets experts and RM Associates daily
- Coordinate with Product and Investment Banking coverage to deliver Product solutions
- Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times
Requirements
What you’ll need- 15+ years of experience with Commercial clients in the Industrials sector
- Must have in-depth knowledge of banking products and services typically utilized by middle market clients
- FINRA Licensing - SIE, Series 63 & 79 (current or ability to obtain)
- Bachelor’s degree required; MBA preferred
Benefits
Comp & perks- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- planned time off (vacation)
- unplanned time off (sick leave)
- paid holidays