Current jobs related to Senior Relationship Manager, Commercial Banking Digital, Tech - San Francisco, California - Citigroup Inc


  • San Francisco, California, United States Bank of Montreal Full time

    Job SummaryBMO is seeking a Senior Relationship Manager, Commercial Banking to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining relationships with our commercial clients, identifying new business opportunities, and providing exceptional customer service.Key ResponsibilitiesDevelop and...


  • San Francisco, California, United States Hispanic Technology Executive Council Full time

    Job SummaryThe Software Team Lead is a key role in Citi's US Commercial Bank, reporting into the Digital, Tech and Comms (DT&C) group. This position is responsible for managing a team of Relationship Managers, focusing on banking privately held emerging-growth software companies that are VC-backed (Series A or later-stage), US-headquartered, with revenues...


  • San Francisco, California, United States BMO Financial Group Full time

    Job Title: Senior Commercial Relationship ManagerBMO Financial Group is a leading bank in North America, with a strong presence in the commercial lending market. We are seeking a highly skilled Senior Commercial Relationship Manager to join our team.Job Summary:The Senior Commercial Relationship Manager will be responsible for building and maintaining strong...


  • San Francisco, California, United States Citigroup Inc Full time

    Job SummaryThe Software Team Lead reports into Citi's US Commercial Bank in the Digital, Tech and Comms (DT&C) group. This role is responsible for leading a team of Relationship Managers (RMs) and driving innovation on the solutions provided to clients through partnerships with product specialists and subject matter experts.Key ResponsibilitiesDrive...


  • San Francisco, California, United States Bank of Montreal Full time

    Job Title: Senior Commercial Relationship ManagerAt Bank of Montreal, we are seeking a highly skilled Senior Commercial Relationship Manager to join our team. As a key member of our Commercial Banking group, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing expert...


  • San Francisco, California, United States Bank of Montreal Full time

    Job Title: Senior Commercial Relationship ManagerWe are seeking a highly skilled Senior Commercial Relationship Manager to join our team at Bank of Montreal. As a key member of our Commercial Banking group, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing expert...


  • San Francisco, California, United States City National Bank Full time

    Job DescriptionJob Title: Commercial Bank Relationship ManagerJob Summary:We are seeking a highly skilled Commercial Bank Relationship Manager to join our team at City National Bank. As a Relationship Manager, you will be responsible for developing and managing relationships with commercial clients in the assigned business segment and/or geographic areas.Key...


  • San Francisco, California, United States BankTalent HQ Full time

    Job Summary:California Bank & Trust is seeking a skilled Commercial Banking Relationship Manager to join our team in Walnut Creek, CA and San Francisco, CA. As a key member of our commercial banking team, you will be responsible for generating and servicing a wide variety of commercial loans and developing strong, low-risk commercial relationships while...


  • San Francisco, California, United States California Bank & Trust Full time

    Commercial Banking Relationship ManagerThis role is responsible for generating and servicing a wide variety of commercial loans and developing strong, low-risk commercial relationships while maintaining quality customer service.Key Responsibilities:Acts as the principal account and relationship manager for new and existing clients.Develops, generates, and...


  • San Diego, California, United States Fifth Third Full time

    Job Title: Commercial Relationship Manager IVWe are seeking a highly skilled Commercial Relationship Manager IV to join our team at Fifth Third Bank. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and providing exceptional...


  • San Francisco, California, United States Wells Fargo Full time

    About this role:Wells Fargo is seeking a skilled Digital Product Manager to join our Commercial Banking team. As a key member of our team, you will be responsible for building and executing digital business plans, programs, and initiatives that drive business outcomes.You will lead the development and execution of complex digital business plans, programs,...


  • San Jose, California, United States BMO Financial Group Full time

    About the RoleWe are seeking a seasoned Senior Relationship Manager to join our Commercial Banking team in the Diversified Industries Group. The ideal candidate will have a strong track record of driving business growth and developing strategic relationships with clients in the middle market segment.Key ResponsibilitiesDrive new client acquisition and growth...


  • San Diego, California, United States Fifth Third Bank, N.A. Full time

    Job Title: Commercial Relationship Manager IVJob Summary:Fifth Third Bank, National Association is seeking a highly skilled Commercial Relationship Manager IV to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with our clients, identifying new business opportunities,...


  • San Francisco, California, United States East West Bank Full time

    About the RoleAs a Senior Relationship Banker at East West Bank, you will play a key role in delivering a high-quality, high-touch, and high-tech relationship banking experience across all customer touchpoints. You will be responsible for managing, retaining, and acquiring long-lasting win-win relationships with our customers.Key ResponsibilitiesAchieve...


  • San Diego, California, United States Fifth Third Bank Full time

    Transforming Banking with ExpertiseFifth Third Bank is seeking a seasoned Commercial Relationship Manager IV to join our team. As a key member of our commercial banking team, you will be responsible for developing and maintaining strong relationships with senior executives of large companies, identifying business opportunities, and providing tailored banking...


  • San Jose, California, United States BMO Financial Group Full time

    Job SummaryWe are seeking a seasoned Senior Relationship Manager to join our Commercial Banking team. The ideal candidate will have a proven track record of driving business growth and developing strong relationships with clients in the middle market segment.The successful candidate will be responsible for leading business development initiatives, managing...


  • San Francisco, California, United States River City Bank Full time

    Job SummaryThe Commercial Relationship Manager will be responsible for maintaining and growing a deposit/cash management and commercial loan portfolio of secured and unsecured loans and lines of credit in the Commercial Banking group. This role requires a superior level of customer service to all current and prospective customers.Key ResponsibilitiesMaintain...


  • San Diego, California, United States Umpqua Bank Full time

    About the Role:Serves as the key banking relationship manager for assigned middle market client relationships. Accountable for prospecting new business and working with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor" role, engaging in dialogue with Executive-level client contacts to assess holistic banking needs and to...


  • San Diego, California, United States Fifth Third Bank, N.A. Full time

    Job SummaryWe are seeking a highly skilled Commercial Relationship Manager to join our team at Fifth Third Bank, N.A. This role will be responsible for developing and maintaining strong relationships with our commercial clients, providing them with tailored financial solutions to meet their business needs.Key ResponsibilitiesIdentify and develop new business...

  • Relationship Manager

    2 weeks ago


    San Jose, California, United States City National Bank Full time

    Job Title: Relationship Manager - Commercial BankCity National Bank is seeking a skilled Relationship Manager to join our team in San Francisco. As a Relationship Manager, you will be responsible for developing and managing relationships with commercial clients in the assigned business segment and/or geographic areas.Key Responsibilities:Develops and manages...

Senior Relationship Manager, Commercial Banking Digital, Tech

2 months ago


San Francisco, California, United States Citigroup Inc Full time
About the Role

The Senior Relationship Manager will report into Citi's US Commercial Bank in the Digital, Tech and Comms (DT&C) group. The team focuses on banking privately held emerging-growth software companies that are VC-backed (Series A or later-stage), US-headquartered, with revenues between $10 million and $100 million.

Key Responsibilities
  • Drive innovation on the solutions provided to clients through partnerships with product specialists and subject matter experts.
  • Execute strategic initiatives launched centrally at all levels (Group, Bank, commercial market, and EIB).
  • Oversee the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes.
  • Ensure compliance with regulatory requirements and Citi's policies/guidelines at all times.
  • Lead a team of Relationship Managers (RMs) and be responsible for calling on clients to deepen relationships and proactively owning, responding to, and anticipating future needs, roadblocks, or risks.
  • Attract, retain, and motivate a team, along with responsibility for managing a budget and meeting team sales goals.
  • Assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets.
Requirements
  • 7+ years of experience in relationship management with technology companies that have venture capital backing.
  • In-depth knowledge of all aspects of commercial banking, commercial credit knowledge, and an ability to quickly learn new products and services.
  • Sound judgment and creativity in providing credit/deposit solutions to bank clients.
  • Demonstrated sound credit skills, including the ability to structure more complex deals, such as MRR, venture debt, and acquisition financing.
  • Significant experience with commercial credit decision-making authority, including complex capital structures and cross-border transactions.
  • Minimum intermediate-level credit skills with the capability to demonstrate advanced-level credit skills to be appointed a senior credit officer.
  • Ability to work effectively in a team setting and interact with various internal and external constituencies.
  • Proven track record of successfully managing and leading teams through complex change, retaining, attracting, and developing talent.
  • Proven leadership ability with excellent interpersonal communication skills.
  • Able to express a sound opinion and agreeably present another viewpoint.
  • Able to quickly adapt priorities based on the latest data insights.
Education
  • Bachelor's/University degree, Master's degree preferred.
Job Family Group

Commercial and Business Sales

Job Family

Relationship Management

Time Type

Full time

Primary Location

San Francisco, California, United States