CSG Relationship Manager, Citi

Citi

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

Category:
Banking

Contract Type:
Employment contract

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 to develop new techniques and improve processes. The role integrates subject matter expertise within a defined area and requires understanding of how areas collectively integrate within sub-functions. The position evaluates moderately complex issues with substantial potential impact and requires good analytical skills to filter, prioritize and validate material from multiple sources.

Job Responsibility:

Calls on clients to deepen relationships and proactively own client needs
Serves as clients' contact point for customer service issues
Introduces solutions to clients in building effective portfolios
Works with product specialists to structure customized solutions
Works on on-boarding and retention of clients ensuring KYC compliance
Identifies cross-sell opportunities to increase share of wallet
Drives innovation in client solutions
Supports Senior Relationship Managers in structuring deals
Maximizes client experience by sharing market updates
Assists in research and identification of prospective clients
Networks with clients 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:

Hybrid work

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CSG Relationship Manager