Relationship Manager, Software, Citi

Citi

Location:
United States, New York ▼
Boston

Category:
Finance

Contract Type:
Employment contract

Salary:

192000.00 - 288000.00 USD / Year

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Job Description:

This is a Commercial Banker position covering Software industries generating annual revenues of $100MM – $3BN. Role involves client relationship management, credit dialogue, cross-selling opportunities, compliance, risk management, and delivering industry insights.

Job Responsibility:

Originate, manage, and grow new, multi-product and multi-country client relationships
Own, respond to, uncover and anticipate future needs, roadblocks, business & industry risks and headwinds
Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward
Understand and deliver on clients’ holistic operational, risk management, financing and strategic agenda
Be responsible for Client-level planning, budget and revenue responsibilities
Identify cross-sell opportunities to deepen and increase share of wallet
Drive complex multi-product solutions across multiple geographies, such as regional cash management solutions, coordinated hedging solutions and Capital raising solutions
Work closely with Credit Loan Management and Independent Risk to ensure the establishment of new credit relationships as well as the monitoring of the existing credit portfolio
Ensure compliance with regulatory requirements and Citi's policies/guidelines at all times
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
Maximizes client experience by proactive sharing market updates, trend and intelligence
Drives innovation in the solutions we provide clients and further developing our business
Networks with clients to identify avenues for new business opportunities
Administrates the credit relationship of the client, coordinating and supervising the entire process
Demonstrates particular consideration for the firm's reputation and safeguarding Citigroup

Requirements:

10+ years of experience in Commercial Banking with technology client exposure
Active FINRA Licensing, 79, 63 and SIE or ability to obtain once onboard
Self-starter with a team player mindset – proven track record of robust new client acquisitions and sound risk management
Sound knowledge of banking and investment products and process
Demonstrates intermediate to advanced credit skills
structures more complex deals, including global transactions
Demonstrates an expert level of Early Warning Detection skills
Demonstrates expert level credit skills
capable of structuring all credit deals and guiding staff through the credit deal approval process
Demonstrates advanced Citi’s credit-process and credit-appetite knowledge
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)
Ability to work under pressure while making sound decisions
Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
Accountable for significant direct business results or authoritative advice regarding the operations of the business
A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience
Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
Able to quickly adapt priorities based on the latest data insights

What we offer:

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
planned time off (vacation)
unplanned time off (sick leave)
paid holidays

Additional Information:

Job Posted:
September 05, 2025

Expiration:
October 01, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Relationship Manager, Software

Citi

Location:United States, New York ▼Boston

Category:Finance

Contract Type:Employment contract