The Commercial Relationship Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
Responsibilities:
- Manages a material portfolio of clients commensurate with role
- Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations
- Serves as client’s primary contact point and is responsible for managing internal teams to address any customer service issues
- Introduces multi-faceted 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;
- Execution of strategic initiatives launched centrally at all levels
- Networks with clients, prospects and third parties 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
- Ensures compliance with regulatory requirements and Citi's policies / guidelines at all times
- 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.
Qualifications:
- 6-10 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 sound credit skills by being able to structure more complex deals, which can include capital market transactions
- Demonstrates advanced level of Early Warning Detection skills
- Demonstrates advanced credit skills; able to structure all type of credit deals
- 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
- A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience
- Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs.
- 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
Education:
- Bachelor’s/University degree, Masters degree preferred
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Job Family Group:
Commercial and Business Sales
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Job Family:
Relationship Management
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Time Type:
Full time
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Most Relevant Skills
Please see the requirements listed above.
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Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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