Senior Banking Relationship Manager
1 week ago
The Middle Corporates Relationship Manager is a seasoned professional role requiring in-depth knowledge of banking and investment products. This individual applies disciplinary expertise to develop new techniques, improve processes, and integrate subject matter and industry expertise within a defined area.
Key Responsibilities:- Calls on clients to deepen relationships, proactively owning, responding to, uncovering, and anticipating future needs, roadblocks, or risks and expectations.
- Serves as the primary contact point for clients and manages internal departments to address customer service issues.
- Introduces solutions to clients, building and strengthening an effective portfolio.
- Works with product specialists and subject matter experts to structure innovative and customized solutions meeting clients' individual needs.
- Collaborates with Case Managers on client onboarding and retention, ensuring compliance with Know Your Client (KYC) and other regulatory requirements.
- Identifies cross-sell opportunities to deepen and increase share of wallet.
- Drives innovation in solutions provided to clients, further developing business where necessary.
- Supports Senior Relationship Managers in structuring deals balancing risk and reward.
- Maximizes client experience by sharing market updates, trends, and intelligence.
- Assists Senior Relationship Managers or Team Leaders in researching and identifying prospective clients.
- Networks with clients to identify avenues for new business opportunities.
- 5-8 years of experience in banking and financial services.
- Demonstrated knowledge of banking and investment products, with a track record of providing sound banking and financial advice and solutions.
- Core credit skills and intermediate level Early Warning Detection skills.
- Able to close deals and proficiently manage the credit origination process, gather and maintain credit documentation, and monitor accounts.
- Advanced understanding of accounting principles, financial modeling, and statement analysis.
- Excellent interpersonal, communication, and influencing skills.
This position offers a competitive salary range of $120,000 - $180,000 per year, depending on experience. Citi is an equal opportunity employer and welcomes applications from diverse candidates.
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