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Relationship Manager - Nonprofit Banking - NYC

Job Req ID 22479603 Primary Location New York, New York; Iselin, New Jersey Job Category Commercial and Business Sales
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The Emerging Corporates Nonprofit 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.


  • Responsible for managing a portfolio of nonprofit clients who need domestic & international financial services and products to meet their needs.
  • Actively build a pipeline, call on clients and develop relationships at multiple levels across the client’s organization.
  • Build and maintain partner relationships with influential organizations and leaders in the nonprofit community.
  • Engage in dialogue with CEO and CFO levels regarding the client’s industry.
  • Assess the risks and impacts from both the clients' and the bank's perspective for development and implementation of overall client strategy.
  • Proven track record of prospecting new business and enhancing existing client relationships.
  • Proven sales skills and experience, including planning, execution and follow up of client meetings.
  • Candidates should be prepared to meet challenging client requirements, provide value added services and should possess strong communication (both oral and written), interpersonal and analytical skills.
  • Manage a disciplined marketing process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects.


  • Bachelor’s degree required; MBA preferred
  • Minimum of 7-10 years of commercial relationship management role
  • Experience in structuring and closing global cash management and FX solutions for clients with international exposure
  • Must have in-depth knowledge of Commercial Banking business model and products
  • Knowledge of unique requirements, laws, regulations, and risk management for nonprofit client base
  • Strong knowledge of business credit underwriting with commercial credit training required
  • Active member/participation in local network and community organizations
  • Outstanding oral and written communication skills
  • Demonstrated leadership, management and client relationship skills
  • Self-starter, able to work independently and used to work in an entrepreneurial environment that facilitates building out a world class nonprofit segment
  • Be highly adaptable and goal oriented individual who must meet stretch targets in a fast paced and complex environment
  • Thrive in a flat organizational structure leveraging talented junior resources to meet personal and business goals
  • Possess superior business development focus and demonstrate innovative financial solutions and structures to client situations
  • Be highly focused, able to rapidly determine key priorities, clearly communicate priorities, and ensure resources are properly aligned
  • Able to demonstrate sound credit judgement during transaction structuring and present compelling proposals to credit officers and secure buy in. Formal credit training required.
  • Demonstrate excellent presence and interpersonal skills that allow development of relationships at multiple levels within the client organization
  • Demonstrate strong financial and analytic skills and ability to rapidly assimilate complex information
  • Possess superior communication, persuasion, and influence skills that facilitate successful client pitches and proposals


  • Bachelor’s/University degree, Masters degree preferred


Job Family Group:

Commercial and Business Sales


Job Family:

Relationship Management


Time Type:

Full time


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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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