Citi Commercial Bank - Mid-Corp Relationship Manager, Industrials - Director

Citi • Charlotte, NC

9d • $200,000 - $300,000 • Onsite

About The Position

Citi Commercial Bank (CCB) is seeking a Senior Relationship Manager focused on the Industrials sector for US-headquartered companies with revenues up to $5 billion. This role involves building and managing banking relationships, providing client-centric solutions, and collaborating with internal teams to drive growth and achieve client objectives. CCB offers a wide range of financial solutions including working capital, loans, capital markets products, treasury and liquidity management, foreign exchange, trade finance, and interest rate derivatives.

Requirements

• 15+ years of experience with Commercial clients in the Industrials sector.
• In-depth knowledge of banking products and services typically utilized by middle market clients.
• FINRA Licensing - SIE, Series 63 & 79 (current or ability to obtain).
• Bachelor’s degree required.
• Sound knowledge of banking, treasury / lending / markets products and processes.
• Solid track record of providing banking and financial advice and solutions to clients.
• Meaningful experience in structuring and approving credit solutions across different risk profiles.
• Ability to coordinate multi-functional teams to provide an exceptional client experience.
• Excellent interpersonal, communication and influencing skills (e.g., negotiation, consultative skills, leadership).
• Highly focused, able to rapidly identify key priorities, clearly communicate the priorities.
• Accountable for significant direct business results and provide advice regarding the operations and growth of the business.
• A proactive approach in looking for ways to develop new and strengthen existing business relationships with clients, delivers a simple, secure, and seamless client experience.
• Ability to embrace new technology and understand the role digital plays in the experience that we deliver for our clients.
• Must have a sharp business development focus and demonstrate innovative approaches.
• Able to quickly adapt priorities based on the latest data insights.
• Demonstrate thought leadership.
• Ability to create long-term trust and advisory based relationships with clients.
• Practical knowledge of regulations, market practices and bank operations.
• Self-starter, able to work independently and used to working in an entrepreneurial environment that facilitates build out of a world class banking platform.
• Thrive in a flat organizational structure leveraging talented junior resources to meet personal and business goals.
• Ability to work under pressure and multitask while making sound decisions.
• Strong focus on delivery, ability to turn concepts into actionable solutions.
• Excellent presentation skills and ability to influence decisions at all levels.
• Must have excellent interpersonal skills.
• Strong analytical skills with a motivation to learn.
• Excellent selling skills while being highly creative, taking on initiatives, and being flexible.
• Pay attention to details and set priorities.

Nice To Haves

• MBA preferred.
• Experience with offshore credit is preferred but not required.

Responsibilities

• Acquire new, multi-product clients for the Bank and manage those relationships on an ongoing basis.
• Own, respond to, uncover, and anticipate future needs, roadblocks or risks and expectations.
• Actively build a new business pipeline and call on clients and develop relationships at multiple levels across the client organization.
• Client-level planning, budget, and revenue responsibilities.
• Identify cross-sell opportunities to deepen and increase share of wallet.
• Work closely with cash management implementation team, Cash Sales Managers, Underwriting / Risk teams, Markets experts and RM Associates daily.
• Coordinate with Product and Investment Banking coverage to deliver Product solutions while at the same time sponsoring any credit requirements with CCB’s risk and underwriting teams.
• Coordinate overseas coverage of clients’ needs across over 100 countries where Citi has dedicated banking coverage.
• Administrate the credit relationship of clients, coordinate and supervise the entire process, ensuring the proper application of policies and institutional processes.
• Oversee talented junior resources to provide financial solutions to clients and prospects and ensure safe and sound underwriting practices.
• Maximize client experience by proactively sharing markets updates, trends, and intelligence.
• Monitor and support products’ implementation processes.
• Manage customers and transactions in the CRM platform.
• Verify adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ongoing basis, ensuring the appropriate compliance deliverables are met.
• Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times.

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: Director