Mid-corp Relationship Manager
4 semanas atrás
- Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations;
- Serves as clients' contact point and is responsible for managing internal departments to address any customer service issues;
- Introduces solutions to clients in building and strengthening an effective portfolio;
- 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;
- Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
- Supports the Senior Relationship Managers in structuring deals that balance risk and reward;
- Maximizes client experience by proactive sharing markets updates, trend and intelligence;
- Assists Senior Relationship Manager or Team Leader in in the research and identification of prospective clients;
- Networks with clients to identify avenues for new business opportunities
- Prepares /oversees new transaction submissions & annual reviews for the submission to the in-business credit lending management and independent risk department
- Actively protects Citi's assets and reputation by being the first line of defense from credit risk management perspective
- Ensures compliance with regulatory requirements and Citi's policies / guidelines at all times
**Qualifications**:
- 5-8 years of experience
- Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients
- Demonstrates core credit skills
- Demonstrates an intermediate level of Early Warning Detection skills
- Demonstrates ability to close deals and proficiently manage the credit origination process, gather and maintain credit documentation and monitor accounts
- Demonstrates advanced understanding of accounting principles, financial modeling and statement analysis
- Ability to work effectively in team setting
- Excellent interpersonal, communication and influencing skills
- A self-starter, with positive/can-do approach, embraces changes and is bold;
- High level of energy, enthusiasm and motivation
- Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
- Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients' needs.
- 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
- Must have a sharp business development focus and demonstrative innovative approaches
**Education**:
- Bachelor's/University degree or equivalent experience
- 2- 3 years of experience as a banker for Large Corporates
- English and Spanish are desirable but not mandatory.
- Mandatory CPA 20**Job Family Group**:
Commercial and Business Sales
- **Job Family**:
Relationship Management
- **Time Type**:
Full time-
- View Citi's _EEO Policy Statement_ and the _Know Your Rights_ poster._
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