This role will have primary responsibility for acquiring new commercial banking clients and deepening existing client relationships. The Relationship Manager is responsible for evaluating and meeting clients’ needs by efficiently utilising the bank’s resources across the globe. They will work closely with partners in Cash Management, Capital Markets, FX Risk Mitigation, International Trade, Working Capital Management, and lending to conduct in-depth analysis and propose customized solutions.
Responsibilities:
- Manage existing clients and self-originate new business including the identification of target clients, proactive account planning, effective pipeline management, building & leading collaborative deal teams, leading on client & prospect pitching activity and executing transactions.
- Build relationships with Citi network and operational teams, becoming a key contact for client requests, internal requests/escalation and resolution.
- Maintain strong sales & self-origination disciplines, including direct calling/marketing, professional network referrals and sector influencer referrals.
- Establish a strong understanding of our clients’ and prospects banking & financing needs, in particular how clients will benefit from Citi’s unique global offering across International Cash Management, Capital Markets, FX Risk Mitigation, International Trade & Treasury and Working Capital Management solutions. Partner with product specialists and pitch Citi’s value-add proposition to target clients.
- Manage key client stakeholder relationships (CEO, CFO, Treasury) and bring the ‘whole bank’ to the client to ensure exceptional client service.
- Develop and maintain strong ties with Citi’s Commercial Banking teams across the global network, in particular CCB colleagues working across the Healthcare sector vertical and CCB colleagues supporting subsidiary businesses overseas.
- Represent CCB across the Healthcare sector, establishing a sales & marketing plan, attending events and leading on social media activity.
- Support Relationship Associates with client onboarding, working on customer due diligence and record creation for both new, existing and prospective clients. Liaise both with the client and internal KYC / AML teams to handle requests and documentation related to client on-boarding.
- Proficient use of internal systems and applications in order to obtain, store and manage data in relation to credit, KYC, account management and client reporting.
- Close co-ordination with Credit partners, such as Transaction Management, Corporate Loan Management (CLM) and Independent Risk, for credit line set up and availment, ensuring that approvals obtained are in line with requirements under the Risk Policy and ensure timely resolution of data exceptions (facility excess or unmatched transactions)
- Timely completion of the Annual Credit Reviews and interim requests and updates
- Ensure compliance with regulatory requirements and Citi's policies / guidelines at all time. 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:
- Experience in Corporate Banking/Commercial Banking, preferably with exposure to the healthcare sector.
- Experience in a client relationship role or client facing role
- Sound knowledge of commercial banking products and of general banking processes, onboarding processes and cash management & liquidity
- Formal credit training preferred
- Experience working with different capital structures and capital markets teams preferred
Skills:
- Excellent client relationship skills with superior communication, interpersonal, and influence skills that facilitate successful client pitches and proposals
- Passion for creating new business opportunities and able to demonstrate innovative approaches to meeting client needs.
- Demonstrates advanced level of Early Warning Detection skills
- Demonstrates advanced credit skills; able to structure all type of credit deals
- Build Strong Client Relationships. Customer interaction/service.
- Effective collaboration with Commercial Banking product partners
- Project Management
- Controls and compliance
- Proficiency with Microsoft and CRM applications
- Understanding of implementation/on-boarding process
Education:
- Bachelor’s/University degree
requirements, pleasestill consider applying. Diversity of experience and skills supplemented with drive are cornerstones to innovation and excellence and we encourage people from all backgrounds to apply to our positions.
Relationship Management
Time Type:
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