Senior Commercial Banking Portfolio Coordinator Job at Wells Fargo (Bengaluru)

Senior Vice President, Corporate Finance Sales Manager

At Citi, we get to connect millions of people across hundreds of cities and coun...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Minimum of 6-10 years commercial banking experience
Bachelors degree, potentially Masters degree
Proven track record of supporting the growth of client relationships
Experience in corporate financing and investment banking will be an advantage

Job Responsibility

Serves as the Corporate Finance Subject Matter Expert for Singapore Citi Commercial Bank (CCB) and also support the CCB Cluster Corporate Finance Head on internal coordination with Investment Banking for advisory and capital market origination
Partner with Singapore CCB Coverage and with other CCB countries, as required by Cluster Corporate Finance Head, to assist in the origination, structuring and execution of episodic transactions
Work with CCB Bankers and the IB teams to actively originate new episodic opportunities to assist clients in raising funds in the capital markets (i.e. debt and equity, IPO) as well as providing strategic financing advisory for acquisition finance and other types of financial solutions
Support strategic discussions with clients on Merge & Acquisition by leveraging on the client relationships with CCB bankers and expertise of Investment banking industry bankers
Work with bankers to facilitate internal approvals and processes
Provide content on industry and capital market trends for clients and internal stakeholders
Be responsible for the origination and progression of corporate finance pipelines working with CCB Singapore Country Head and the CCB cluster Corporate Finance Head

Fulltime

Commercial Banking Senior Relationship Manager

This position involves both the comprehensive management of existing commercial ...

Location

United States , Dallas

Salary:

189375.00 - 225625.00 USD / Year

Commerce Bank

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business Administration, or equivalent combination of education and experience required
8+ years of commercial banking experience required
Strong knowledge of full range of commercial products, credit policies, procedures, and terminology
Ability to maintain a valid driver’s license and meet Commerce Bank’s driving record criteria
Strong time management skills, with ability to appropriately prioritize calling activities and strategies
Goal oriented with well-developed sales skills
Strong strategic, analytical, and problem-solving skills
Ability to mentor and provide leadership to junior roles
Experienced at structuring complex credit requests
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities

Job Responsibility

Coordinate with assigned customers and targeted prospects with the objective to acquire new business
Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention
Coordinate with product partners to cross-sell a full range of products and services
Critically review and analyze portfolio to reduce risk and enhance profitability
Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk
Facilitate the resolution of customer problems, engaging product experts as needed
Participate in community and business functions/groups to ensure a positive image for the bank and to establish referral contacts within the marketplace
Ensure compliance with all bank policies, procedures, regulations, and laws
Manage a portfolio of commercial relationships with some or all of the following characteristics: Average loan portfolio O/S of $100MM to $150MM
Average deposit portfolio of $50MM to $100MM

What we offer

employer sponsored health, dental, and vision insurance
401(k)
life insurance
paid vacation
paid personal time
career development
education assistance
voluntary supplemental benefits

Fulltime

New

Full Time Analyst

Citi's Commercial Bank is looking to hire a Full Time Analyst to join our team i...

Location

Switzerland , Zurich

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

In final year of university or have graduated between 2024-2026
Must have achieved, or be expected to achieve, a strong undergraduate level degree grade meeting our high academic entry requirement
Interest in Business and Finance
Fluent in English and German (French is preferable but not essential)
Ability to work both independently, as well as on a team
Organizational skills, a high degree of self-motivation, initiative, and leadership potential
Ability to prepare deliverables for meetings with high profile clients and executives while exhibiting professionalism, maturity, integrity, and insight throughout interactions with the clients
Strong communication, interpersonal, customer service and relationship-building skills
Innovative and creative problem-solving ability
Intellectual curiosity

Job Responsibility

Find ways for our clients to maximize their growth while taking full advantage of Citi's banking products
Work directly with Relationship Managers on a portfolio of clients and interface with various Citi teams across the firm and around the world including credit underwriting, cash management, loans, FX, derivatives, capital markets and investment banking
Support Relationship Managers with managing the existing portfolio and generating new business
Offering support in Credit Approvals (for new-to-bank and existing clients), utilizing official/internal databases
Analyzing financial data using financial models including company valuations, discounted cash flow analysis, financing, comparative, and pro-forma analyses
Collecting and analyzing company information to assist transactions, including conducting industry research, revising, and organizing financial data
Working with Relationship Managers to determine credit and cash management products to be offered to clients
Working with product, risk management and other partners
Creating pitch books, prospect memos and external/internal client related decks
Managing existing base of key client relationships for transaction level support for Senior Relationship Managers

What we offer

Training program
Rotational program across three areas (credit risk, treasury and trade solutions, client coverage)
Opportunity to grow your career, give back to your community and make a real impact

Fulltime

Full Time Analyst

Citi's Commercial Bank is looking to hire a Full Time Analyst to join our team i...

Location

Denmark , Copenhagen

Salary:

520000.00 - 600000.00 DKK / Year

Citi

Expiration Date

Until further notice

Requirements

In final year of university or have graduated between 2024-2026
Must have achieved, or be expected to achieve, a strong undergraduate level degree grade meeting our high academic entry requirement
Interest in Business and Finance
Fluent in English (Danish or another Nordic language is desirable but not essential)
Ability to work both independently, as well as on a team
Organizational skills, a high degree of self-motivation, initiative, and leadership potential
Ability to prepare deliverables for meetings with high profile clients and executives while exhibiting professionalism, maturity, integrity, and insight throughout interactions with the clients
Strong communication, interpersonal, customer service and relationship-building skills
Innovative and creative problem-solving ability
Intellectual curiosity

Job Responsibility

Work directly with Relationship Managers on a portfolio of clients
Interface with various Citi teams across the firm and around the world including credit underwriting, cash management, loans, FX, derivatives, capital markets and investment banking
Support Relationship Managers with managing the existing portfolio and generating new business
Offering support in Credit Approvals (for new-to-bank and existing clients), utilizing official/internal databases
Analyzing financial data using financial models including company valuations, discounted cash flow analysis, financing, comparative, and pro-forma analyses
Collecting and analyzing company information to assist transactions, including conducting industry research, revising, and organizing financial data
Working with Relationship Managers to determine credit and cash management products to be offered to clients
Working with product, risk management and other partners
Creating pitch books, prospect memos and external/internal client related decks
Managing existing base of key client relationships for transaction level support for Senior Relationship Managers

Fulltime

Mid-Corporate Banker

Citi Commercial Bank (“CCB”) UAE’s Industrials team covers UAE-headquartered Mid...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of banking experience
In-depth knowledge of all aspects of commercial banking, including strong commercial credit knowledge and an ability to quickly learn new products and services
Possesses sound judgment and is creative in providing solutions to bank clients, across the entire set of Citi capabilities (including TTS, markets, lending and episodic)
Ability to demonstrate understanding of industry dynamics, future trends, client needs and industry- focused solutions
Significant experience with commercial credit decision making authority, with experience in complex capital structures and cross border transactions
Intermediate level credit skills with the capability to demonstrate advanced level credit skills to be appointed a Senior Credit Officer
Ability to work effectively in team setting
Able to effectively interact with a variety of internal and external constituencies
Proven track record of successfully managing and leading teams through complex change
a reputation for retaining, attracting and developing talent

Job Responsibility

Supporting the formulation and execution of the growth strategy and plan for the CCB UAE team
Strategically and tactically drive the growth of their portfolio and business by capturing wallet from existing clients and with a strong bias towards new to bank origination of multi-product and multi-country mandates from clients, within CCB UAE target market
“Be the Best” for our clients’ by understanding and delivering on clients’ holistic treasury and strategic agenda
Be responsible for Client-level planning, budget and revenue responsibilities
Understand and follow trends within the industry to provide thought leadership to clients
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
This banker is responsible for actively calling on clients to deepen relationships and proactively owning, responding to and anticipating future needs, challenges or risks, in addition to identifying and pursuing new clients aligned with CCB’s value proposition
Attracting, retaining and motivating a team, along with responsibility for managing a budget and meeting team sales goals
Substantial execution experience on complex deals with a proven ability to lead a deal team process
Oversee the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes

Fulltime

Mid - Corporate Banker

Citi Commercial Bank (“CCB”) UAE’s “Business & Professional Services (BPS)” team...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of banking experience
In-depth knowledge of all aspects of commercial banking, including strong commercial credit knowledge and an ability to quickly learn new products and services
Possesses sound judgment and is creative in providing solutions to bank clients, across the entire set of Citi capabilities (including Trade and Treasury Solutions, markets, lending and episodic)
Ability to demonstrate understanding of industry dynamics, future trends, client needs and industry- focused solutions
Significant experience with commercial credit decision making authority, with experience in complex capital structures and cross border transactions
Intermediate level credit skills with the capability to demonstrate advanced level credit skills to be appointed a Senior Credit Officer
Proven track record of successfully managing and leading teams through complex change
a reputation for retaining, attracting and developing talent
Must be able to express a sound opinion, able to agreeably present another viewpoint
Full management responsibility of a team, which may include management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations, and may include budget approval

Job Responsibility

Supporting the formulation and execution of the growth strategy and plan for the CCB UAE team
Strategically and tactically drive the growth of their portfolio and business by capturing wallet from existing clients and with a strong bias towards new to bank origination of multi-product and multi-country mandates from clients, within CCB UAE target market
“Be the Best” for our clients’ by understanding and delivering on clients’ holistic treasury and strategic agenda
Be responsible for Client-level planning, budget and revenue responsibilities
Understand and follow trends within the industry to provide thought leadership to clients
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
This banker is responsible for actively calling on clients to deepen relationships and proactively owning, responding to and anticipating future needs, challenges or risks, in addition to identifying and pursuing new clients aligned with CCB’s value proposition
Attracting, retaining and motivating a team, along with responsibility for managing a budget and meeting team sales goals
Substantial execution experience on complex deals with a proven ability to lead a deal team process
Oversee the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes

Fulltime

Coverage Analyst

You will join Crédit Agricole CIB Sweden as a Coverage Analyst. Under the guidan...

Location

Sweden , Stockholm

Salary:

Not provided

Crédit Agricole

Expiration Date

Until further notice

Requirements

Postgraduate of a Master degree
EU citizen
Less than 28 years old
Master Degree in Finance, Business Administration, Economics or Accounting
Previous experience in Finance or Banking is necessary
Good knowledge in financial and risk analysis
Proven understanding of the banking business with a strategic perspective
Microsoft Office (advanced PowerPoint, Excel and Word)
Fluent in English (written and spoken)
High sense of ethics

Job Responsibility

Understand the clients' strategy, financial position and needs
Develop a good knowledge of Crédit Agricole CIB's product offering and relevance for the clients
Ensure a healthy risk profile, adapted to the bank's risk appetite
Implement the bank's compliance and KYC requirements in relation to the portfolio clients and their business with the bank
Assist the Senior Banker in preparing marketing materials (pitches), client strategies/plans, profitability analysis and documentation of transactions
Formalize the Coverage and the Business Lines credit request in cooperation with the Global Relationship Manager
Coordinate transactions and credit requests with the product areas and the international branches of the bank under the supervision of the Senior banker
Participate in credit committees, enabling well informed decisions
Prepare call reports, client live memos and support memos

Fulltime

New

Mid-Corp Relationship Manager, Digital Tech & Comms - Senior Vice President

This is a Commercial Banker position on Digital Tech & Comms Mid Corporates Team...

Location

United States , Charlotte, North Carolina

Salary:

158400.00 - 237600.00 USD / Year

Citi

Expiration Date

May 01, 2026

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

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
“Be the Best” for our clients by understanding and delivering 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

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards

Fulltime

Senior Commercial Banking Portfolio Coordinator

Wells Fargo

Location:
India , Bengaluru

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 22, 2026

Expiration:
March 22, 2026

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