Citi Commercial Bank - Mid Corp Relationship Manager, Digital Tech & Comms - Director

Citi•Dallas, TX

23d

About The Position

Originate, manage, and grow new, multi-product and multi-country client relationships. Own, respond to, uncover and anticipate future needs, roadblocks, business & industry risks and headwinds Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward. “Be the Best” for our clients by understanding and delivering on clients' holistic operational, risk management, financing, and strategic agenda. Be responsible for Client-level planning, budget and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share of wallet. Drive complex multi-product solutions across multiple geographies, such as regional cash management solutions, coordinated hedging solutions and Capital raising solutions, etc. Work closely with Credit Loan Management and Independent Risk to ensure the establishment of new credit relationships as well as the monitoring of the existing credit portfolio. Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations Introduces solutions to clients in building and strengthening an effective portfolio Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' individual needs Works 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; Identifies cross-sell opportunities to deepen and increase share of wallet; Maximizes client experience by proactive sharing markets updates, trend and intelligence Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate Networks 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

Requirements

10+ years of experience in Commercial Banking with technology client exposure
Active FINRA Licensing, 79, 63 and SIE or ability to obtain once onboard
Self-starter with a team player mindset - proven track record of robust new client acquisitions and sound risk management
Sound knowledge of banking and investment products and process
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
Ability to work effectively in 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 in strengthening business relationship with clients, delivers a simple, secure and seamless client experience
Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
Able to quickly adapt priorities based on the latest data insights
Bachelor's/University degree

Nice To Haves

Masters degree preferred

Responsibilities

Originate, manage, and grow new, multi-product and multi-country client relationships.
Own, respond to, uncover and anticipate future needs, roadblocks, business & industry risks and headwinds
Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward.
Understand and deliver on clients' holistic operational, risk management, financing and strategic agenda.
Be responsible for Client-level planning, budget and revenue responsibilities.
Identify cross-sell opportunities to deepen and increase share of wallet.
Drive complex multi-product solutions across multiple geographies, such as regional cash management solutions, coordinated hedging solutions and Capital raising solutions, etc.
Work closely with Credit Loan Management and Independent Risk to ensure the establishment of new credit relationships as well as the monitoring of the existing credit portfolio.
Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations
Introduces solutions to clients in building and strengthening an effective portfolio
Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients' individual needs
Works 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
Maximizes client experience by proactive sharing markets updates, trend and intelligence
Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
Networks 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