Transaction & Relationship Manager, Citi

Citi

Location:
United States, Houston

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The Transaction & Relationship Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Responsible for the implementation and maintenance of Agency & Trust transactions for products covering Structured Finance and Structured Credit. Must possess strong client service and problem solving skills, ability to independently manage portfolio of transactions, negotiate and onboard new business, acts as primary contact for existing client relationships, assist sales with new business initiatives and participate in client meetings and special projects.

Job Responsibility:

Responsible for day to day management and support of structured capital transactions consisting primarily of ABS, CLO, CMBS and RMBS
Address client inquiries and work with functional partners on any special client servicing issues or requirements
Assist the client lifecycle strategy from acquisition through early client engagement implementation and maintenance of transactions
Assist with client and other transaction stakeholders (bankers, counsel, lenders, noteholders) with day-to-day activities related to their transactions
Review and oversee day-to-day transaction activity
Address and resolve inquiries from both internal and external Agency & Trust clients in connection with transactions
Adhere to A&T/Citibank policies and procedures as regards client onboarding, deal implementation, account opening and deal maintenance
Coordinate with Operations for transaction set-up, activity and reporting
Coordinate with Operations for inquiries from clients and other transaction stakeholders
In all matters, demonstrate particular consideration for the banks 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
Participate in routine client calls to existing and new customers of Agency & Trust

Requirements:

Minimum 6-year Corporate Trust or comparable relevant experience in corporate banking
Demonstrated experience in deal implementation and management
Demonstrated knowledge of Corporate Trust
Ability to analyze and interpret complex Corporate Trust legal documents
Ability to manage and meet a diverse set of internal and external demands
Ability to work unsupervised and adjust priorities quickly as circumstances dictate
Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
Demonstrated problem-solving and decision-making skills
Consistently demonstrates clear and concise written and verbal communication

What we offer:

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages (vacation, sick leave, and paid holidays)
Discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
October 02, 2025

Expiration:
October 08, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Transaction & Relationship Manager

Citi

Location:United States, Houston

Category:Finance

Contract Type:Employment contract