About The Position

The Non-Bank Financial Institutions Group is a focus coverage group within Citi Commercial Bank that focuses on Insurance Brokers, Insurance Underwriters, Title Insurance, Hedge Funds, Sponsors and Broker Dealers. The Mid-Corp Relationship Manager is a strategic professional who closely follows the latest trends in their field and adapts them for application within their job and the business. This role typically involves a small number of people within the business providing the same level of expertise. A good understanding of the industry, direct competitors' products and services, is necessary to contribute to the commercial objectives of the business. Excellent communication skills are required for internal negotiation, often at a senior level, and some external communication/negotiation may be necessary. The position is accountable for significant direct business results or authoritative advice regarding the operations of the business, necessitating a degree of responsibility over technical strategy and primarily affecting a sub-function. The role is also responsible for handling staff management issues, including resource management and allocation of work within the team/project.

Requirements

  • 15+ years of experience
  • Active FINRA Licensing, 79, 63 and SIE or ability to obtain once onboard
  • In-depth knowledge of all aspects of commercial banking including strong commercial credit knowledge and an ability to quickly learn new products and services
  • 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
  • Demonstrates advanced Citi’s credit-process and credit-appetite knowledge
  • Ability to work effectively in team setting
  • Ability to lead 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 determine 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

Nice To Haves

  • Experience in Insurance vertical covering Insurance Brokers, Re-insurance clients

Responsibilities

  • 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
  • Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB)
  • Oversee the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes
  • Ensures compliance with regulatory requirements and Citi's policies / guidelines at all times
  • Responsible for actively calling on clients to deepen relationships and proactively owning, responding to and anticipating future needs, challenges or risks, in addition to identifying and pursuing new clients aligned with CITI COMMERCIAL BANK (CCB)’s value proposition
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Benefits

  • discretionary and formulaic incentive and retention awards
  • 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

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What This Job Offers

Job Type

Full-time

Career Level

Senior

Number of Employees

5,001-10,000 employees

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