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The Mid-Corp Relationship Manager is a seasoned professional responsible for managing client relationships, structuring innovative solutions, and driving business growth while ensuring compliance with regulatory requirements.
Job Responsibility:
calls on clients to deepen relationships
manages internal departments to address customer service issues
introduces solutions to clients
works with product specialists to structure customized solutions
works with Case Manager on client on-boarding and retention
identifies cross-sell opportunities
drives innovation in client solutions
supports Senior Relationship Managers in structuring deals
maximizes client experience through market updates and insights
assists in research and identification of prospective clients
networks to identify new business opportunities
prepares transaction submissions and annual reviews
protects Citi’s assets and reputation
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
a self-starter with positive/can-do approach
high level of energy, enthusiasm and motivation
highly focused, able to rapidly identify key priorities
passion for creating new business opportunities with existing clients
proactive approach in strengthening business relationships with clients
ability to embrace new technology and understand its role in client experience
able to quickly adapt priorities based on latest data insights
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