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Corporate Banking Specialist
2 months ago
About the Role:
The Strategic Relationship Manager is a key professional who closely follows the latest trends in the field of corporate banking and adapts them for application within the business. This role requires a small number of people within the business to provide the same level of expertise. Excellent communication skills are required to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required to guide, influence, and convince others, in particular colleagues in other areas and occasional external clients.
Responsibilities:
- Build and maintain strong relationships with clients to deepen their understanding of their needs and expectations.
- Introduce solutions to clients to build and strengthen 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 managers to onboard and retain clients, ensuring compliance with regulatory requirements and Citi's policies.
- Identify cross-sell opportunities to deepen and increase share of wallet.
- Maximize client experience by sharing market updates, trends, and intelligence.
- Drive innovation in the solutions provided to clients and further develop the business where necessary.
- Execute strategic initiatives launched centrally at all levels.
- Network with clients to identify avenues for new business opportunities.
- Administrate the credit relationship of the client, coordinating and supervising the entire process.
- Ensure compliance with regulatory requirements and Citi's policies at all times.
Qualifications:
- 7+ years of experience in corporate banking.
- FINRA Licensing, Series 79, 63 & SIE (current or able to obtain upon hire).
- Sound knowledge of banking and investment products and processes.
- Demonstrates intermediate to advanced credit skills.
- Demonstrates an expert level of Early Warning Detection skills.
- Demonstrates expert level credit skills.
- Demonstrates advanced Citigroup 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.
- 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.
Education:
- Bachelors/University degree, Masters degree preferred.
Job Family Group: Commercial and Business Sales
Job Family: Relationship Management
Time Type: Full time
Primary Location: New York, United States
Primary Location Full Time Salary Range: $192,000.00 - $288,000.00