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Career Opportunity

Relationship Manager - MidCorporates

  • Primary Location: United States,California,San Francisco
  • Education: Bachelor's Degree
  • Job Function: Commercial and Business Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: Yes, 10 % of the Time
  • Job ID: 19023609

Description


About Citi:
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.
Citi’s Mission and Value Propositionexplains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.
Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.
We’re looking for a Relationship Manager to join our world-class team
Our Relationship Managers ensure that our clients have a remarkable experience with unparalleled service day after day. They’re the face, voice and protector of our Citi Commercial Bank (CCB) business, rallying our teams to build successful relationships. At the same time, they act as the sponsor who makes sure these relationships are sound, credit-qualified and meet our high standards.
About Citi:
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.
Citi’s Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.
Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.
On a daily basis, a Relationship Manager will be responsible for the following
• Actively calling on clients to deepen relationships and proactively owning, responding to and anticipating any future needs, challenges or risks
• Ensuring that all activities are carried out to the highest ethical standard
• Working with product specialists and subject matter experts across the bank to structure customized solutions that meet clients’ unique needs
• Being future-focused in thinking and planning ahead for ways Citi can differentiate itself from competitors
• Leveraging the expertise and capabilities of other Citi businesses to better achieve mutual business goals together
• Keeping connected with influencers, industry associations, thought leaders and senior business contacts to expand their industry knowledge and deepen CCB’s relationship with these partners
• Developing and executing against well thought out sales process for business development to include identifying, sourcing, targeting, and actively calling on prospects to bring new full relationships, strategically focusing on those targets with the most opportunity to leverage Citi's value proposition in key product and revenue generating areas.
• Generously devoting time to mentoring and developing junior talent on how to provide sound solutions for clients
• Structuring deals that balance risk and reward, so teams’ incentives align with acting in the clients’ interests
• Driving innovation on the solutions we provide clients and further developing our business where necessary and appropriate
Expect regional day travel
As a Relationship Manager your travel will be mostly regional, and you will typically be back the same day.
A successful Relationship Manager has these skills
• A deep understanding of their role as a key builder and protector of the strong CCB culture that enables our teams to deliver remarkable experiences to clients
• A high level of expertise on credit products and process as well as a track record of providing sound credit judgment and compelling proposals to secure buy-in
• An optimistic and proactive approach to finding new opportunities for clients, looking beyond immediate business silos and geographic borders
• Strong financial and analytic skills, and the resilience to quickly adapt priorities based on the latest data insights
• Entrepreneurial skills to build and run their business leveraging strong organizational and leadership skills
• Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients

Qualifications


EXPERIENCE
·          Undergraduate business degree, advanced degree is preferred
·          Should have a minimum of 5 years business/commercial banking experience, preferably within roles of increasing responsibility
·          Must bring an in-depth knowledge of all aspects of commercial banking and an ability to quickly learn new products and services availability
*Series 63 and 79 exams will be required within 150 days.
SKILLS/ABILITIES
·         Proven leadership ability with excellent interpersonal communication skills
·         Must have a sharp business development focus and demonstrative innovative approaches
·         Must be a self-starter, someone who demonstrates by getting out in the marketplace
·         Must have superior organizational skills
·         Must have excellent written and presentation skills
·         Must be able to express a sound opinion, able to agreeably present another viewpoint
·         Should be able to effectively interact with a variety of internal and external constituencies
·         Must possess sound judgment and be creative in providing credit/deposit solutions to bank clients
·         Must be results oriented and move fast to meet customer needs
·         Formal commercial credit training or experience is also anticipated 
·         The successful candidates will possess the ability to offer sophisticated financial solutions and services while emphasizing the local feel of a community bank
·         Candidate should have a proven track record of managing and leading through complex change