Senior Relationship Manager

4 weeks ago


San Francisco, California, United States 00002 Citibank, N.A. Full time
Overview

The position represents an opportunity to contribute to a growth segment within Citi's Commercial Bank (CCB), focused on fast-growing, mid-sized corporates going global.

Key Responsibilities
  • Act as a trusted advisor to CEOs and CFOs by providing creative financial solutions and superior execution across the Citi platform.
  • Build a pipeline of new client acquisitions and cross-sell opportunities for existing clients.
  • Maintain frequent interaction with centers of influence (both external and internal) and industry trade associations.
  • Develop and execute both short- and long-term plans to differentiate Citibank from other, entrenched competitors, allowing the bank higher share of wallet and relationship profitability.
  • Partner with product specialists to develop a thoughtful relationship plan for each client and prospect, focusing on both lending and non-lending business opportunities across the Citi platform.
  • Partner with other Citi businesses, including Investment Banking and Capital Markets, to ensure support to overall client and franchise objectives.
  • Serve as advisor to underwriting team on credit transactions while keeping current on industry risks, trends, and regulatory updates across the healthcare sector.
  • Closely monitor clients to both identify business opportunities and anticipate potential risks. Proactively take action on possible risk issues and concerns.
  • Oversee talented junior resources to provide financial solutions to clients and prospects and ensure safe and sound underwriting practices.
  • Demonstrate strong and visible leadership and foster positive attitudes and trust among clients, prospects, and employees.
Requirements
  • Possess superior business development focus and demonstrate innovative financial solutions and structures to client situations.
  • Be highly focused, able to rapidly determine key priorities, clearly communicate priorities, and ensure resources are properly aligned.
  • Able to demonstrate sound credit judgment during transaction structuring and present compelling proposals to credit officers and secure buy-in. Expert knowledge of credit products and process. Formal credit training required.
  • Demonstrate excellent presence and interpersonal skills that allow development of relationships at multiple levels within the client organization.
  • Demonstrate strong financial and analytic skills and ability to rapidly assimilate complex information.
  • Possess superior communication, persuasion, and influence skills that facilitate successful client pitches and proposals.
Qualifications
  • Minimum of 12+ years of relationship management experience with clients in the Healthcare sector.
  • Bachelor's degree required; MBA preferred.
  • Proven track record of originating and closing lead bank lending (syndication) and investment banking transactions.
  • Experience in structuring and closing global cash management and FX solutions for clients with international presence.
  • Must have in-depth knowledge of banking products and services typically utilized by Mid Corporate and larger clients.
  • Must be able to obtain licenses 79 and 63.


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