Up to Vice President, CSG Banker, Mid Corp Inbound Relationship Manager
Commercial Subsidiary Groupのリレーションシップ・マネージャーは、海外資本の企業を顧客に抱え、担当するビジネス分野の動向を常に把握し、深い知識と洞察力から戦略的方向性を示し貢献する戦略的プロフェッショナルであり、そのビジネス領域における専門家です。市場と業界の動向について基本的な知識と理解を持っていることが必要です。他分野の専門家である同僚や、時には外部の顧客などの他者に影響を与え、彼らを導き、説得することがあるため、高度なコミュニケーション能力と対人スキルが求められます。ビジネスのテクノロジーやオペレーションに関連するアドバイスも提供します。仕事は、複雑な成果物を通じて領域全体に影響を与え、最終的にはビジネスの全体的なパフォーマンスと有効性に影響を与えます。
期待される役割と行動:
- 顧客を訪問し、顧客の潜在的なニーズや課題、障壁、リスクを把握し、または機会を発見し、解決に向けて対応し、顧客との関係を深める
- 効果的なポートフォリオの構築と強化のためのソリューションを提案する
- プロダクトのスペシャリストや分野別の専門チームと連携し、顧客の個々のニーズを満たす革新的でカスタマイズされたソリューションを構築する
- オンボーディングマネージャーと緊密に連携し、顧客維持に努め、適切なKYC (Know Your Client: 顧客確認) およびその他のコンプライアンス要件が満たされていることを確認する
- クロスセルの機会を特定し、取引とシェアを拡大する
- 市場の最新情報、トレンドを積極的に共有し、顧客体験を最大化する
- 顧客に提供するソリューションの革新を推進し、必要に応じて事業をさらに発展させる
- 全てのレベル(グループ全体、銀行、コマーシャルマーケット)で一元的にローンチする戦略的イニシアチブを実行する
- 顧客とネットワークを構築し、新たなビジネス機会の道筋を探る
- 顧客の信用関係を管理し、プロセス全体を調整および監督し、ポリシーと組織プロセスの適切な運用を確保する
- 常に規制要件およびシティのポリシーとガイドラインに準拠していることを確認する
- ビジネス上の決定を行う際にリスクを適切に評価し、法律、規則、規制の遵守を推進しポリシーを順守すること、個人の行動や振る舞い、ビジネスの活動に際し健全な倫理的判断を行うこと、透明性をもって統制上の問題を報告しエスカレーションすることにより、会社のレピュテーションに特別な配慮を示し、シティグループ、その顧客と資産を保護する
歓迎するスキル:
- 5-10年程度の銀行業界における顧客対応の経験
- 銀行業務とプロセスに関する健全な知識、および顧客に銀行業務と財務に関するアドバイスとソリューションを提供してきた実績
- あらゆる種類の取引の構築、さらに複雑な取引を構築できる高度なクレジットスキル
- 高度なレベルにおいて早期に警告を検知するスキル
- チームワークを円滑に進める能力
- 複数の部署やチームと連携し、卓越した顧客体験を提供する能力
- 優れた対人スキル、コミュニケーション力、影響力(例:交渉力、コンサルティング力、リーダーシップ)
- プレッシャーのある状況でも冷静に適確な判断ができる
- 需要な優先事項を迅速に特定し、それを明確に伝える能力。
- 顧客とビジネス関係強化に積極的に模索し取り組み、シンプルで安全かつシームレスな顧客体験を提供する
- 既存の顧客と新たな可能性の創出に情熱を燃やし、そのニーズに革新的なアプローチで応えることができる
- 常に新しい技術を取り入れ、顧客におけるデジタルが果たす役割と重要性を理解し、サービス向上に貢献できる
- 最新のデータ分析に基づき、柔軟に素早く優先順位を調整できる
学歴:
大学卒業以上(修士号取得者歓迎)
The CSG (Commercial Subsidiary Group ) 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. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
In this role, you’re expected to:
- 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 on-boarding managers respectively 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 transaction share of wallets;
- Maximizes client experience by proactively 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)
- 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
- Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time
- 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.
As a successful candidate, you’d ideally have the following skills and exposure:
- 5 -10 years of experience in banking industry with client facing experience.
- Sound knowledge of banking and process as well as a 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
- 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)
- Ability to work under pressure while making sound decisions
- Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
- A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience
- Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs.
- 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
Education:
- Bachelor’s/University degree, Masters degree preferred
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Job Family Group:
Commercial and Business Sales------------------------------------------------------
Job Family:
Relationship Management------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
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