Citi Group Relationship Manager VP - Digital Tech & Comms Software Coverage 

United States, California, San Francisco 

417728905

Success requires a skill set and experience that allows the bank to offer customers and prospects more complex products and customized transaction structures. Our Relationship Managers are responsible for evaluating and meeting clients’ needs by efficiently utilizing the bank’s resources across the globe. They work closely with partners in Cash Management, FX trading and Credit Risk to conduct in-depth analysis and customize solutions. They are held accountable for maintaining and growing relationships successfully over time.

Responsibilities:

• Calls on C-suite executives to form and deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks
• 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 and EIB)
• 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.

Qualifications:

• Minimum of 5 years of relationship management experience in tech and/or other “disruptor” companies with venture capital backing. Experience working with multi-national corporates is a plus.
• Sound knowledge of banking and investment products as well as a track record of providing banking, financial advice, and solutions to growth stage clients in the Tech and Digital space.
• Demonstrates sound credit skills by being able to structure more complex deals, which can include pre-profit lending and acquisition financing.
• Ability to work effectively in team setting and 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

Anticipated Posting Close Date:

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