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Client Relationship Manager
2 months ago
The Citi Relationship Manager is a seasoned professional role that requires in-depth knowledge of banking and investment products, as well as excellent communication and diplomacy skills. The ideal candidate will have a strong track record of providing sound banking and financial advice and solutions to clients, and will be able to work effectively in a team setting.
Key Responsibilities- Build and maintain strong relationships with clients to deepen their understanding of Citi's products and services.
- Identify and pursue new business opportunities with existing clients, and develop innovative approaches to meeting their needs.
- Work closely with product specialists and subject matter experts to structure customized solutions that meet clients' individual needs.
- Manage internal departments to address customer service issues and ensure seamless client experiences.
- Collaborate with Case Managers to onboard and retain clients, ensuring compliance with regulatory requirements.
- Identify cross-sell opportunities to deepen and increase share of wallet.
- Drive innovation in the solutions provided to clients and further develop the business where necessary.
- Support Senior Relationship Managers in structuring deals that balance risk and reward.
- Maximize client experience by sharing market updates, trends, and intelligence.
- Assist in the research and identification of prospective clients, and network with clients to identify avenues for new business opportunities.
- Prepare and oversee new transaction submissions and annual reviews for submission to the in-business credit lending management and independent risk department.
- Actively protect Citi's assets and reputation by being the first line of defense from credit risk management perspective.
- Ensure compliance with regulatory requirements and Citi's policies and guidelines at all times.
- 5-8 years of experience in banking and financial services.
- Sound knowledge of banking and investment products, as well as a track record of providing sound banking and financial advice and solutions to clients.
- Demonstrates core credit skills and intermediate level of Early Warning Detection skills.
- Demonstrates ability to close deals and proficiently manage the credit origination process, gather and maintain credit documentation, and monitor accounts.
- Demonstrates advanced understanding of accounting principles, financial modeling, and statement analysis.
- Ability to work effectively in a team setting, with excellent interpersonal, communication, and influencing skills.
- A self-starter with a positive and can-do approach, embracing changes and being bold.
- High level of energy, enthusiasm, and motivation, with a focus on creating new business opportunities with existing clients.
- Ability to quickly adapt priorities based on the latest data insights, with a sharp business development focus and demonstrative innovative approaches.
- Bachelor's/University degree or equivalent experience.
Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Citigroup Inc. and its subsidiaries (Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi.
