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Citi · 1 week ago

Citi Commercial Bank - Relationship Manager, Software - Senior Vice President

Boston, MA

Full-time

Onsite

Senior Level, Lead/Staff

$182K/yr - $274K/yr

10+ years exp

Citi is a leading global bank, and they are seeking a Senior Vice President for their Commercial Banking Software coverage team. The role involves originating and managing client relationships, driving innovative solutions, and ensuring compliance with regulatory requirements while achieving ambitious growth targets.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Originate, manage, and grow new, multi-product and multi-country client relationships. Own, respond to, uncover and anticipate future needs, roadblocks, business & industry risks and headwinds

Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward

“Be the Best” for our clients by understanding and delivering on clients’ holistic operational, risk management, financing and strategic agenda. Be responsible for Client-level planning, budget and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share of wallet

Drive complex multi-product solutions across multiple geographies, such as regional cash management solutions, coordinated hedging solutions and Capital raising solutions, etc

Work closely with Credit Loan Management and Independent Risk to ensure the establishment of new credit relationships as well as the monitoring of the existing credit portfolio

Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times

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

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

Qualification

Commercial Banking experienceFINRA LicensingCredit skillsBanking products knowledgeClient relationship managementTeam player mindsetInterpersonal skillsCommunication skillsAdaptability

Required

10+ years of experience in Commercial Banking with technology client exposure

Active FINRA Licensing, 79, 63 and SIE or ability to obtain once onboard

Self-starter with a team player mindset – proven track record of robust new client acquisitions and sound risk management

Sound knowledge of banking and investment products and process

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

Bachelor's/University degree

Preferred

Masters degree

Benefits

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi

Glassdoor3.8

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Founded in 1812

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

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2022 (1117)

2021 (876)

2020 (901)