Senior Relationship Manager

3 weeks ago


Los Angeles, California, United States Hispanic Technology Executive Council Full time
Job Summary

The Senior Relationship Manager is a strategic professional who closely follows the latest trends in their field and adapts them for application within their job and the business. This role requires excellent communication skills to negotiate internally, often at a senior level, and developed communication and diplomacy skills to guide, influence, and convince others.

Responsibilities
  • Deepen relationships with clients and proactively own, respond to, uncover, and anticipate future needs, roadblocks, or risks and expectations.
  • Introduce solutions to clients in building and strengthening an effective portfolio.
  • Work with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' individual needs.
  • Work 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.
  • Identify cross-sell opportunities to deepen and increase share of wallet.
  • Maximize client experience by proactive sharing market updates, trends, and intelligence.
  • Drive innovation in the solutions provided to clients and further develop the business where necessary and appropriate.
  • Execute strategic initiatives launched centrally at all levels (Group, Bank, commercial market, and EIB).
  • Network 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.
  • Ensure compliance with regulatory requirements and Citi's policies/guidelines at all times.
Qualifications
  • 10+ years of experience.
  • FINRA Series 79, 63, SIE (current or ability to obtain upon hire).
  • Sound knowledge of banking and investment products and process as well as a 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 Citis credit-process and credit-appetite knowledge.
  • Ability to work effectively in a 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 to strengthen business relationships with clients, delivers a simple, secure, and seamless client experience.
  • Ability to embrace new technology and understand the role digital plays in the experience delivered for clients.
  • Able to quickly adapt priorities based on the latest data insights.
Education
  • Bachelors/University degree, Masters degree preferred.


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