Commercial/Corporate Relationship Manager Job at Robert Half (Louisville)

Relationship Associate

We are looking for a Relationship Associate to join our Citi Handlowy team in In...

Location

Poland , Krakow

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

min. 2 years of experience within commercial/corporate banking
Higher education (Bachelor's/Master's degree) or equivalent professional experience
The ability to think analytically and knowledge of data analysis tools and methodologies
Meticulousness in making judgments and recommendations based on the analysis of information
Developed communication and diplomatic skills, essential for exchanging complex and confidential information
Must be fluent in Polish and English

Job Responsibility

Supporting Relationship Managers in managing the portfolio of existing customer relationships
Building lasting relationships and effectively managing issue escalations
Ensuring the timely fulfillment of regulatory requirements, including the Know Your Client (KYC) process
Assisting clients in accessing Citi's global network, providing them with product support and local service worldwide
Actively participating in the onboarding process for new clients and their branches, from KYC verification to initial credit arrangements
Coordinating credit applications and their approval processes within Citi's global network
Identifying new revenue opportunities and positioning selected products in the client offering
Monitoring the utilization of credit lines and ensuring that credit documentation is up to date
Assessing risk when making business decisions, safeguarding the company's reputation and Citigroup's assets

What we offer

Employer paid Defined Contribution Pension Plan contribution of 7% of employee’s pensionable earnings (PPE Program)
Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
Employee Assistance Program financed by Employer
Paid Parental Leave Program (maternity and paternity leave
statutory and 2 weeks additional paid paternity leave)
Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events
Additional day off for volunteering
Extra days off provided to employees celebrating significant service anniversaries, with eligibility occurring every five years

Fulltime

Citi Commercial Bank (CCB), EMEA & UK Consumer, Retail & Healthcare Head

The CCB EMEA Consumer, Retail & Healthcare Head will be responsible for driving ...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

15+ years of commercial/corporate banking experience with demonstrated industry expertise
In-depth knowledge of all aspects of commercial/corporate banking products including treasury management, trade, markets, lending, capital markets and strategic advisory, with a particular focus on delivering Citi's global network
Significant experience in a credit decision making authority, with experience in complex capital structures and cross border transactions
Deep experience in pitching and executing capital markets and strategic solutions, including joint planning and calling with investment bankers
Possesses sound judgement and is creative in providing structured solutions to clients
Business builder capable of creating a vision and motivating the team
Capability to demonstrate advanced level credit skills to be appointed a senior credit officer
Bachelor's degree/University degree or equivalent experience
Master's/MBA degree preferred
Senior Credit Officer or Senior Credit Officer candidate

Job Responsibility

Size EMEA / UK mid-market growth opportunity and develop a strategy to capture it
Identify emerging trends, including disruptors and new sub-sectors
Optimise resource allocation aligned with EMEA / UK strategy
Be visible as an industry leader in the market and internally
Execution of Citi initiatives across the franchise
Drive innovation including development and commercialisation of industry specific solutions in partnership with products / regions / countries and leveraging digital tools and platforms
Collaborate with product and risk partners to ensure we deliver One Citi to our clients. Own, respond to, uncover and anticipate future needs, roadblocks or risks and expectations
Drive industry thought leadership externally and internally and drive presence in industry ecosystem
Co-ordinate industry webinars, client events and external marketing
Establish and lead robust sales management processes for pipeline management, new client acquisition, client penetration and winning share of wallet

Fulltime

Assistant Vice President, Commercial Banking Support Banker

Citi Commercial Bank offers its clients the convenience, a global banking networ...

Location

Japan , Tokyo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Previous banking experience
Working within Commercial/Corporate banking is desirable
Experience in a Client Relationship role or client facing role
Sales, presentation and communication skills
Analytical and credit skills
High level of self-motivation
Knowledge of general banking processes, general understanding of commercial banking solutions
Ability to build & develop strong client relationships
Effective collaboration skills with Senior Relationship Managers and Commercial Banking partners

Job Responsibility

Build relationships with Citi network and operational teams, becoming one of the key contacts for clients’ requests, internal requests/escalation and resolution
Support Senior Relationship manager in management of assigned portfolio of clients
Work closely with Senior Relationship Managers to ensure we provide a 'Client First' approach and help to deliver outstanding day to day banking & operational support to our Mid-Market clients
In cooperation with Senior Relationship Manager calls on clients and maximise ‘One Citi’ client experience, by proactively leveraging and sharing Citi’s market leading insights, global network and solutions
Monitor and support products’ implementation processes, clients on-boarding process and manage sales CRM platform
Liaise with Relationship Associate to ensure adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ongoing basis, ensuring the appropriate compliance deliverables are met
Develops and maintains strong ties with Commercial Banking teams across the globe, in particular CCB colleagues working across the same sector vertical, CCB colleagues supporting subsidiary businesses overseas (Commercial Subsidiaries Group)
Collaborate and work closely with various product teams (cash sales, trade finance, markets, corporate finance), Underwriting / Risk teams
Work with Senior Relationship Managers to analyse client relationships, risks & opportunities, assists with credit application write-up, financial spreading, deal structuring, returns calculation, documentation review & preparation
Administrate the credit relationship of clients, ensuring the proper application of policies and institutional processes

Fulltime

Insurance Account Executive

Brook Street Recruitment is delighted to be partnering with a leading global ins...

Location

United Kingdom , Belfast

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Proven experience in an Account Handling or Account Executive role within the commercial/corporate insurance sector
Strong technical knowledge across a broad range of commercial insurance products
Experience managing a varied portfolio, including larger and more complex risks
Excellent communication and relationship-building skills
Strong organisational and case management abilities
The ability to develop and maintain successful relationships with clients and insurer partners
CII qualification (or working towards) preferred

Job Responsibility

Place a broad range of commercial insurance risks across the market
Provide expert, tailored advice to clients on their insurance programmes and risk exposures
Act as a key point of contact for clients and insurer partners
Deliver exceptional service standards, including the efficient handling of mid-term adjustments and client queries
Manage individual client cases accurately and in line with regulatory requirements
Maintain strict confidentiality and adhere to internal compliance procedures
Ensure all company policies and regulatory obligations are upheld at all times

What we offer

Competitive salary (dependent on experience)
The opportunity to join a globally respected brokerage with genuine career progression
A collaborative and supportive team environment
Exposure to complex and interesting commercial risks

Fulltime

Insurance Account Executive

Brook Street Recruitment is delighted to be partnering with a leading global ins...

Location

United Kingdom , Belfast

Salary:

Not provided

Brook-St Hiredonline

Expiration Date

Until further notice

Requirements

Proven experience in an Account Handling or Account Executive role within the commercial/corporate insurance sector
Strong technical knowledge across a broad range of commercial insurance products
Experience managing a varied portfolio, including larger and more complex risks
Excellent communication and relationship-building skills
Strong organisational and case management abilities
The ability to develop and maintain successful relationships with clients and insurer partners
CII qualification (or working towards) preferred

Job Responsibility

Place a broad range of commercial insurance risks across the market
Provide expert, tailored advice to clients on their insurance programmes and risk exposures
Act as a key point of contact for clients and insurer partners
Deliver exceptional service standards, including the efficient handling of mid-term adjustments and client queries
Manage individual client cases accurately and in line with regulatory requirements
Maintain strict confidentiality and adhere to internal compliance procedures
Ensure all company policies and regulatory obligations are upheld at all times

What we offer

Competitive salary (dependent on experience)
The opportunity to join a globally respected brokerage with genuine career progression
A collaborative and supportive team environment
Exposure to complex and interesting commercial risks

Fulltime

Head of Southeast Region, Citi Commercial Bank

The Head of Southeast Region in CCB will lead the build-out and expansion of the...

Location

United States , Atlanta; Miami

Salary:

250000.00 - 500000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

15+ years of commercial/corporate banking experience with demonstrated industry expertise
Proven track record of leading teams to capture market share and accelerate client acquisition
Entrepreneurial, hands-on leadership style with the ability to thrive in a build-out environment
Excellent communication, negotiation, and relationship-building skills
In-depth knowledge of all aspects of commercial/corporate banking products including cash management, derivatives, syndicated and bilateral loans, capital markets issuances, trade, etc.
Significant experience with credit decision making authority, with experience in complex capital structures and cross-border transactions
Multi-year experience pitching and executing capital markets solutions, including joint calling with investment bankers as well as independently is desired
Possesses sound judgment and is creative in providing structured solutions to bank clients
Business builder capable of creating vision and motivating the team
Minimum intermediate level credit skills with the capability to demonstrate advanced level credit skills to be appointed a senior credit officer

Job Responsibility

Design and execute a market entry and expansion strategy to establish the bank as a leading commercial banking provider in the region
Identify target industries, client segments, and partnership opportunities to accelerate growth
Continuously adapt strategy based on market dynamics, competitive positioning, and client needs
Recruit, develop, and retain top local talent to create a best-in-class commercial banking team
Instill a performance-driven, client-centric culture focused on growth and accountability
Provide strong leadership and coaching to empower the team to deliver results
Personally engage with priority clients and prospects to establish market credibility
Drive new client acquisition while building long-term relationships that deepen share of wallet
Partner with product teams to deliver holistic solutions
Establish sound credit and risk practices as the business scales

What we offer

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
discretionary and formulaic incentive and retention awards

Fulltime

Associate, Capital Markets and Formation

Crusoe's mission is to accelerate the abundance of energy and intelligence. We’r...

Location

United States , San Francisco; New York

Salary:

110000.00 - 170000.00 USD / Year

Crusoe

Expiration Date

Until further notice

Requirements

5+ years of professional experience gained at a large investment bank, commercial bank, or a highly active corporate treasury/capital markets group
Direct experience in Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged Finance, Structured Finance, or Commercial/Corporate Banking is highly preferred
Proven track record of managing and contributing to the execution of complex financing transactions
Exceptional financial modeling and quantitative analysis skills
expertise in MS Excel is mandatory
Demonstrated relationship management skills and professional demeanor
Superior presentation and communication skills (both written and verbal)
A high degree of intellectual curiosity, adaptability, and the ability to thrive in a fast-paced, high-growth environment
Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field

Job Responsibility

Capital Formation & Transaction Execution
Financing Strategy: Support the development and execution of the company's capital strategy
Transaction Lead: Act as a key execution team member on new debt and equity issuances
Financial Modeling: Build, maintain, and stress-test complex financial models
Market Intelligence: Monitor global debt and equity capital markets
Relationship Management & Investor Relations
Create and maintain key relationships across the banking and buy-side community
Lender and Investor Relationship Management: Cultivate and maintain strong relationships
External Representation: Prepare high-quality, professional marketing materials
Negotiation Support: Assist senior management in term sheet negotiations

What we offer

Restricted Stock Units
Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
Employer contributions to HSA accounts
Paid Parental Leave
Paid life insurance, short-term and long-term disability
Teladoc
401(k) with a 100% match up to 4% of salary
Generous paid time off and holiday schedule
Cell phone reimbursement
Tuition reimbursement

Fulltime

Associate, Capital Markets and Formation

We are seeking a highly motivated and analytical professional to join our Corpor...

Location

United States , San Francisco; New York

Salary:

110000.00 - 170000.00 USD / Year

Crusoe

Expiration Date

Until further notice

Requirements

5+ years of professional experience gained at a large investment bank, commercial bank, or a highly active corporate treasury/capital markets group
Direct experience in Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged Finance, Structured Finance, or Commercial/Corporate Banking is highly preferred
Proven track record of managing and contributing to the execution of complex financing transactions
Exceptional financial modeling and quantitative analysis skills
expertise in MS Excel is mandatory
Demonstrated relationship management skills and professional demeanor, with the ability to build immediate credibility with senior internal leaders and external capital partners
Superior presentation and communication skills (both written and verbal) for articulating complex financial concepts to diverse audiences
A high degree of intellectual curiosity, adaptability, and the ability to thrive in a fast-paced, high-growth environment
Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field

Job Responsibility

Support the development and execution of the company's capital strategy across various financing avenues
Act as a key execution team member on new debt and equity issuances
Build, maintain, and stress-test complex financial models to evaluate new financing proposals
Monitor global debt and equity capital markets, interest rate environments, and peer company financing activity
Create and maintain key relationships across the banking and buy-side community
Cultivate and maintain strong relationships with commercial banks, investment banks, institutional investors, credit rating agencies, and financial partners
Prepare high-quality, professional marketing materials
Assist senior management in term sheet negotiations and structuring discussions
Work closely with treasury and broader finance organizations to help manage capital flows and capital availability
Support the Treasury function by analyzing short- and long-term cash flow forecasts

What we offer

Restricted Stock Units
Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
Employer contributions to HSA accounts
Paid Parental Leave
Paid life insurance, short-term and long-term disability
Teladoc
401(k) with a 100% match up to 4% of salary
Generous paid time off and holiday schedule
Cell phone reimbursement
Tuition reimbursement

Fulltime

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Commercial/Corporate Relationship Manager

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