Assistant Vice President Middle Office Client Relationship Manager

Citi • Tampa, FL

6d • Onsite

About The Position

The AVP, Middle Office - Client Relationship Manager will be a pivotal client-facing individual responsible for nurturing day-to-day relationships within a dedicated portfolio of existing clients, with a particular focus on "Long Tail" clients (as per the bank's segmentation). This role emphasizes proactive engagement, expertly addressing client inquiries related to Trade Import/Export Letters of Credit (LCs), Standby Letters of Credit (SBLCs), and Guarantees. A key aspect of this role involves identifying and initiating discussions for potential new trade finance opportunities and actively contributing to attrition reduction, acting as a crucial link between clients and Citi's comprehensive trade solutions.

Requirements

• Bachelor's degree in Business, Finance, Economics, or a closely related field.
• 3-5 years of progressive experience in client-facing roles within the banking, finance, or trade industries.
• Demonstrated strong client-facing skills, characterized by a proactive, personable, and service-oriented approach.
• Solid familiarity with Trade Finance/Documentary Trade products, including Letters of Credit (LCs), Standby Letters of Credit (SBLCs), and Guarantees.
• Experience or comfort with utilizing data and analytical tools for client insights and opportunity identification.
• Excellent verbal and written communication skills, capable of conveying complex information clearly and concisely.
• Ability to thrive and work effectively in a dynamic, fast-paced, and highly client-centric environment, contributing to the holistic intensity sales model.
• Strong problem-solving abilities coupled with meticulous attention to detail.

Nice To Haves

• Prior experience operating within a Client Relationship Management (CRM) portfolio model, especially with "Long Tail" client segments.
• Comfortable and proficient in initiating sales conversations and proactively offering product solutions for both import and export trade activities.
• In-depth knowledge of Citi's specific Trade Product solutions and experience

Responsibilities

• Serve as the primary point of contact for a designated portfolio of existing clients, efficiently managing daily inquiries concerning Trade Import/Export LC, SBLC, and Guarantees.
• Cultivate and sustain robust client relationships, gaining an in-depth understanding of their ongoing trade finance requirements and contributing to attrition reduction.
• Proactively engage with clients to pinpoint opportunities for new trade finance deals and tailored solutions, maintaining a 360-degree view of their import and export activities.
• Initiate conversations with clients to explore potential new business; for simple opportunities, facilitate accurate price quoting using internal tools and ensure efficient online deal closure.
• Collaborate seamlessly with the Sales team by strategically referring complex new deal opportunities for further development and specialized handling, fostering closer integration between sales and operations.
• Utilize internal data and analytical tools (e.g., facility utilization, pipeline, attrition dashboards, Banker Direct Access - BDA) to identify client needs, monitor performance, and inform engagement strategies.
• Deliver exceptional client service, ensuring the timely and accurate resolution of all inquiries while maintaining high standards of client satisfaction.
• Continuously develop and maintain a strong understanding of Citi Trade Product solutions to effectively address client needs.

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level