Relationship Manager focused on Financial Institutions Job at Citi (Santiago)

Head of Financial Institutions, Puerto Rico & Dominican Republic

This is a pivotal senior leadership role (C13-level) responsible for strategical...

Location

Dominican Republic , Santo Domingo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of progressive and senior-level experience in corporate banking, financial institutions coverage, or a similar leadership relationship management role
Significant exposure to and deep understanding of Latin American markets, particularly the Dominican Republic and Puerto Rico, is highly preferred
Proven leadership experience with a distinguished track record of managing and growing complex client portfolios and leading strategic initiatives
Comprehensive knowledge of credit analytics, financial modeling, and proven expertise in risk assessment and valuation
Strong understanding of capital markets, M&A, and financial advisory services
Exceptional communication, negotiation, and interpersonal skills with the ability to influence senior stakeholders and lead diverse teams
Demonstrated ability to thrive in a dynamic, fast-paced environment and effectively manage multiple, competing priorities
Bachelor's degree/University degree or equivalent experience required
Master's degree (e.g., MBA, Finance) preferred
English fluency is required

Job Responsibility

Lead and strategically manage relationships with top tier Financial Institutions in the Dominican Republic and Puerto Rico
Protect and expand existing revenue streams while proactively identifying and aggressively pursuing new growth opportunities in both territories
Formulate and execute the strategic direction for the FI sector, ensuring alignment with Citi’s overall business strategy, financial plans, and organizational health goals
Drive the next phase of growth, fostering innovation and identifying structured opportunities within these dynamic jurisdictions to achieve material revenue upside
Ensure focused, high-touch engagement with the largest and most important FI clients, building and maintaining strong, enduring relationships built on trust and strategic partnership
Proactively identify customer needs and recommend comprehensive financial solutions, including financing, cash management, foreign currency solutions, and other specialized banking products
Serve as a trusted strategic advisor, formulating sophisticated investment strategies and facilitating capital raising for clients, alongside M&A and financial advisory services
Expand a portfolio of accounts with varying and complex financial needs, with a clear objective of driving significant revenue growth and maintaining excellent credit quality in line with Citi’s stringent credit standards
Aggressively cross-sell a broad range of banking products, including cash management, trade finance, trade services, structured trade products, foreign exchange, commodities, fixed income, loans (syndicated, bilateral), and capital market products
Drive critical new business acquisition and realize substantial cross-sell opportunities to mitigate risks of business loss and ensure sustained growth

Fulltime

Digital Relationship Manager

The Digital Relationship Manager is a strategic professional who stays abreast o...

Location

Ireland , Dublin

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Experience in Commercial / Relationship Banking as Relationship Manager, with international customers
Excellent interpersonal, communication and influencing skills
Excellent knowledge of the Digital, Technology & Communications market, companies, ecosystem, competition, local regulations
Sound knowledge of banking, treasury / lending / FX (Markets) / trade products and processes, as well as a solid track record of providing effective and thought out banking and financial advice and solutions to clients
Demonstrate expert level credit skills, capable of structuring all credit deals and guiding staff through the credit deal approval process
Entrepreneurial mindset and excellent selling skills
Team player with the ability to collaborate with the local, regional and global teams, as well as requesting support from the appropriate team members as required
Ability to engage appropriately at all levels in the organization and build relationships with a variety of business and external (Venture capital firms, debt advisory, corporate finance, legal, audit, industry associations and other key industry influencers) sources
Relevant bachelor’s degree with preference for Master’s from a university or business school
Highly focused, able to rapidly determine key priorities, clearly communicate the priorities

Job Responsibility

Actively calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, challenges or risks and expectations
Acquire new, multi-product, Digital, Technology & Communications customers headquartered in Ireland, for the Bank, and manage those relationships end to end
Introduces solutions to clients in building and strengthening an effective portfolio
Collaborate and work closely with various product teams (treasury solution sales, trade finance, markets, corporate finance, capital markets, investment banking), Risk teams, as well as the broader CCB global network
Identifies cross-sell opportunities to deepen and increase share of wallet
Monitoring and supporting the products’ implementation process
Managing customers and transactions in the CRM platform
Maximizes client experience by proactively sharing markets updates, trends and intelligence
Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and local ecosystem)

What we offer

Global benefits designed to support your well-being, growth and work-life balance

Fulltime

Emerging Corporate Relationship Manager

The Emerging Corp Relationship Manager is a strategic professional who stays abr...

Location

India , Kochi; Coimbatore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 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 sound credit skills by being able to structure more complex deals, which can include capital market transactions
Demonstrates advanced level of Early Warning Detection skills
Demonstrates advanced credit skills
able to structure all type of credit deals
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)

Job Responsibility

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
Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB)
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

Fulltime

Credit Risk Analyst - Financial Institutions

The Credit Senior Analyst is a developing professional role. Deals with most pro...

Location

Colombia , Bogotá

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Strong English communication skills required (verbal and written)
2-5 years previous experience in a financial institution with a focus on credit analysis and spreading software
extensive knowledge of Generally Accepted Accounting Principals (GAAP) accounting, financial regulations, financial products, and credit analysis
Bachelor’s/University degree or equivalent experience

Job Responsibility

Spread new, renewal, interim financial statements and business/individual tax returns in accordance with bank guidelines (focus on more complex financial statements (i.e. Not-For-Profit))
Provide succinct analysis based on customers, peers, the portfolio, and the industry
Provide preliminary analysis of simple to complex credits, including calculation of cash flow, debt service coverage, collateral coverage, and guarantor net worth
Coordinate with the Credit Officers, Credit Analysts, Other Credit Center Staff and Relationship Managers
Act in an advisory role for the Credit Officers/Relationship Managers on loan agreement/covenants clarification and monitoring
Complete quality assurance reviews to ensure application packages and analysis are thorough and accurate prior to forwarding for underwriting
Provide leadership, training, and coaching to Credit Analyst I positions and back up support to the Application Preparation Team Manager
May act as an industry specialist with responsibility for SBA/EXIM loan analysis
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

Fulltime

Relationship Support Manager

Join us as a Relationship Support Manager- Financial Institutions – Insurance & ...

Location

Germany , Frankfurt am Main

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Execute structured engagement plans alongside Relationship Directors to identify client financial objectives, risk appetite, and operational challenges
Use data-driven analysis of portfolios and cash flows to uncover trends, optimize performance, and identify cross-selling opportunities
Maintain up-to-date knowledge of client sectors, regulatory changes, and competitive dynamics to inform operational strategies and compliance requirements
Provide actionable insights on investment strategies and market developments to support informed client decisions and operational continuity
End to End KYC Client Maintenance – Support the German IFC Team with KYC process and day to day business
Fluent in both English and German Language
Experience supporting sales activities for NBFI or FI clients
Good knowledge of the German market and industry practices
Confident presentation skills, including preparation of client-facing materials
Strong written and verbal communication skills, with a client-focused mindset

Job Responsibility

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts

What we offer

Hybrid working
Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations

Fulltime

Senior Business Development Manager Ericsson Mobile Financial Services

Ericsson Inc. does not sponsor U.S work authorizations for this job position inc...

Location

United States

Salary:

149600.00 - 212100.00 USD / Year

Ericsson

Expiration Date

Until further notice

Requirements

8–12 years of enterprise sales experience with a focus on Mobile Financial Services, fintech, or payments
Demonstrated track record of new business acquisition and revenue growth in an outbound sales capacity
Proven success closing complex, high-value deals
Ability to create opportunities and open new accounts by leveraging an established professional network
Experience selling to financial institutions or fintech companies, with knowledge of relevant regulatory environments
Strong understanding of digital payments, digital wallets, and financial ecosystems
Ability to engage effectively with executive-level stakeholders
Strong commercial skills including deal structuring, pricing, and negotiation
Ability to translate technical solutions into clear business outcomes
Effectiveness in multicultural and cross-functional environments

Job Responsibility

Generate net-new business across target market in USA and customer segments through proactive outreach, strategic account targeting, and disciplined pipeline creation
Drive consultative and solution selling by understanding customer business needs, shaping value-led propositions, and positioning Ericsson Mobile Financial Services capabilities to address strategic, operational, and commercial priorities
Build and manage a self-sourced pipeline through proactive outreach and strategic account targeting
Lead end-to-end sales cycles as the accountable sales lead: from prospecting and qualification through deal shaping, commercial negotiation, close and handover to delivery
Drive large, complex opportunities end-to-end, including internal coordination and governance across stakeholders and closure of multi-million-dollar platform or services led engagements
Develop compelling business cases, value narratives, and commercial proposals that clearly articulate customer outcomes and Ericsson differentiation
Develop and maintain relationships with C-level stakeholders across business and technology functions
Leverage Ericsson sales processes, tools, and ways of working to improve sales discipline, opportunity quality, and deal velocity
Collaborate with internal teams (product, pre-sales, delivery, legal, finance) to shape and win deals
Represent Ericsson at key industry events and client engagements

What we offer

Choice of three medical plan options and a dental plan option
Company credits towards medical and dental premiums
401(k) Plan with automatic 3% company contribution and matching
Basic life insurance and basic accidental death and dismemberment coverage
Short-term and long-term disability coverage
Stock Purchase Plan
Minimum of 15 days of accrued vacation
Up to 3 personal days per year
11 annual holidays
8 hours of volunteer time

Fulltime

New

Credit Analyst

The Credit Analyst 1 is a developing professional role. Applies specialty area k...

Location

Mexico , Boca del Rio

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

0-2 years prior experience in a financial institution with a focus on credit analysis and spreading software
Extensive knowledge of GAAP accounting, financial regulations, financial products, and credit analysis
Ability to analyze business and personal financial statements with respect to GAAP and Citibank policies
Bachelor’s/University degree or equivalent experience

Job Responsibility

Accurately spreads business and personal financial statements and business and individual tax returns on a timely basis and in accordance with Generally Accepted Accounting Principles (GAAP) and Citibank policies
Ensure that financial data for simple to complex credits are mapped appropriately into the bank's matrix and analysis tool
Provides comments to the judgmental Underwriter on significant items in the financials and may be involved in credit structure and loan pricing
Additional responsibilities may include being a specialist for a designated industry and the effective interaction with Credit Officers and Relationship Managers while providing assistance regarding the analysis of the applications
Spread new, renewal and interim financial statements and business and individual tax returns in accordance with bank guidelines (focus on more complex financial statements (i.e. Not-For-Profit))
Provide succinct analysis based on customers, peers, the portfolio, and the industry
Provide preliminary analysis of simple to complex credits, including calculation of cash flow, debt service coverage, collateral coverage, and guarantor net worth
Coordinate with the Credit Officers, Credit Analysts, Other Credit Center Staff and Relationship Managers
Act in an advisory role for the Credit Officers/Relationship Managers on loan agreement/covenants clarification and monitoring
Complete quality assurance reviews to ensure application packages and analysis are thorough and accurate prior to forwarding for underwriting

Fulltime

New

Credit Analyst 2

Citi is looking for a Credit Risk Analyst to join a team at the heart of financi...

Location

Mexico , Ciudad De Mexico

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

2–5 years of experience in credit analysis, asset management, or a financial institution with a focus on credit risk
Advanced proficiency in English, both written and spoken
CV must be submitted in English
Demonstrated ability to analyze financial data, interpret results, and translate findings into clear, actionable recommendations
Bachelor's degree or equivalent experience in finance, economics, or a related field
Skilled in gathering, structuring, and preparing data for analysis, including comparing program outcomes against expected results and developing evaluation criteria
Strong attention to detail when assessing financial information, with the ability to communicate complex findings clearly to stakeholders

Job Responsibility

Analyze client financial statements, business trends, and key indicators to deliver clear, data-driven assessments for Underwriting review
Monitor credit risk across new and existing borrowing relationships, including tracking financial covenants and borrowing base compliance
Perform financial statement spreads and establish customer records through Citi's credit systems to support accurate portfolio management
Identify early warning signals of potential client risk and escalate findings in a timely and structured manner
Conduct periodic financial reviews to ensure borrowing relationships remain aligned with agreed terms and credit appetite
Support client site visits alongside the Underwriting Manager to develop a deeper understanding of borrower operations and risk profile
Ensure all credit activities comply with Citi's policies and regulatory standards, maintaining the integrity required by internal and external audit processes

What we offer

Hybrid working model — spend 3 days in the office and 2 days working remotely
Access to learning and development resources that support your growth in credit risk and financial analysis, with clear pathways to advance your career at Citi
Work alongside experienced underwriting and risk professionals, gaining exposure to complex credit portfolios and real-world decision-making at a global financial institution
A collaborative and inclusive team culture where diverse perspectives are encouraged and your analytical contributions make a direct impact on business outcomes
Wellbeing and work-life balance support, including programmes designed to help you thrive both inside and outside of work
Competitive financial benefits and a rewards package reflective of your skills and experience

Fulltime

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Relationship Manager focused on Financial Institutions

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