Senior banker covering private and public reserve-based lending (RBL) clients in mid-corporate upstream oil and gas sector
Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations
Introduces 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
Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate.
Execution of strategic initiatives launched centrally at all levels (Group, Bank, Commercial Market)
Networks with clients 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 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.
Vast relationship network across industry, banking, and capital providers
Proactive ownership of credit view on all client relationships through timely and effective communication with internal risk partners
Thorough understanding of past oil and gas cycles and awareness of prevailing industry trends/fundamentals
Deep knowledge of key credit structuring, corporate finance, and capital formation considerations associated with committed acquisition financings and M&A transactions
Demonstrated experience negotiating terms and legal documentation as lead arranger/bookrunner with C-suite executives and private equity sponsors
Collaborative mindset in working with internal risk, product, service, and strategic partners to serve clients as a trusted advisor, enhance relationship returns, and consistently deliver the firm
Passionate and motivated to work in a team-first environment that prioritizes mentorship and coaching of junior talent
Qualifications:
Ideal candidates will have a minimum of 10+ years of RBL 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 intermediate to advanced credit skills; structures more complex deals, including global transactions
Demonstrates an expert level of Early Warning Detection skills
Demonstrates expert level credit skills; capable of structuring all credit deals and guiding staff through the credit deal approval process
Demonstrates advanced Citi’s credit-process and credit-appetite knowledge
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
Accountable for significant direct business results or authoritative advice regarding the operations of the business.
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
degree, Masters degree preferred
Relationship ManagementFull timeHouston Texas United States$169,600.00 - $254,400.00