CSG Relationship Manager, Citi

Citi

Location:
United States, New York ▼
Philadelphia
Miami
Atlanta
Los Angeles
Irvine
Iselin
San Francisco
Remote

Category:
Banking

Contract Type:
Not provided

Salary:

121200.00 - 181800.00 USD / Year

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Job Description:

The CSG Relationship Manager is a seasoned professional role that applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes. Requires understanding of how areas integrate within the sub-function and contribute to business objectives. Evaluates moderately complex issues with substantial potential impact.

Job Responsibility:

Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs
Serves as clients' contact point and manages internal departments to address customer service issues
Introduces solutions to clients in building and strengthening an effective portfolio
Works with product specialists to structure innovative and customized solutions
Works closely with Case Manager on on-boarding and retention of clients
Identifies cross-sell opportunities to deepen and increase share of wallet
Drives innovation in solutions provided to clients
Supports Senior Relationship Managers in structuring deals
Maximizes client experience by proactive sharing markets updates
Assists in research and identification of prospective clients
Networks with clients to identify avenues for new business opportunities
Prepares/oversees new transaction submissions & annual reviews
Actively protects Citi's assets and reputation from credit risk
Ensures compliance with regulatory requirements and Citi's policies

Requirements:

5-8 years of experience
Sound knowledge of banking and investment products and process
Track record of providing sound banking and financial advice and solutions to clients
Demonstrates core credit skills
Demonstrates an intermediate level of Early Warning Detection skills
Demonstrates ability to close deals and proficiently manage the credit origination process
Demonstrates advanced understanding of accounting principles, financial modeling and statement analysis
Ability to work effectively in team setting
Excellent interpersonal, communication and influencing skills
Bachelor's/University degree or equivalent experience

Nice to have:

A self-starter with positive/can-do approach
High level of energy, enthusiasm and motivation
Passion for creating new business opportunities with existing clients
Ability to embrace new technology and understand digital role
Sharp business development focus and demonstrative innovative approaches

What we offer:

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages including vacation, sick leave, and paid holidays
Discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
September 04, 2025

Expiration:
September 09, 2025

Employment Type:

Fulltime

Work Type:

Remote work

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CSG Relationship Manager