CSG Relationship Manager, Citi

Citi

Location:
United States, New York

Category:
Banking

Contract Type:
Employment contract

Salary:

121200.00 - 181800.00 USD / Year

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Job Description:

The CSG Relationship Manager is a seasoned professional role that applies in-depth disciplinary knowledge, contributing to the development of new techniques and process improvements. Requires understanding of how areas integrate within the sub-function and contribute to overall business objectives. Evaluates moderately complex issues with substantial potential impact and provides leadership within teams.

Job Responsibility:

Calls on clients to deepen relationships and proactively own, respond to, uncover and anticipate future needs
Serves as clients' contact point and manage internal departments for customer service issues
Introduce solutions to clients in building and strengthening effective portfolio
Work with product specialists to structure innovative and customized solutions
Work with Case Manager on client on-boarding and retention including KYC compliance
Identify cross-sell opportunities to deepen and increase share of wallet
Drive innovation in solutions provided to clients
Support Senior Relationship Managers in structuring deals that balance risk and reward
Maximize client experience by sharing markets updates and intelligence
Assist in research and identification of prospective clients
Network with clients to identify new business opportunities
Prepare/oversee new transaction submissions & annual reviews
Actively protect Citi's assets and reputation as first line of defense
Ensure compliance with regulatory requirements and Citi's policies

Requirements:

5-8 years of experience
Sound knowledge of banking and investment products and process
Track record of providing sound banking and financial advice and solutions to clients
Core credit skills experience
Strong Relationship and Pipeline management
Intermediate level of Early Warning Detection skills
Ability to close deals and proficiently manage the credit origination process
Advanced understanding of accounting principles, financial modeling and statement analysis
Ability to work effectively in team setting
Excellent interpersonal, communication and influencing skills
Bachelor's/University degree or equivalent experience
FINRA S63, SIE and S79 obtained within 150 days from date of hire

Nice to have:

A self-starter with positive/can-do approach
Embraces changes and is bold
High level of energy, enthusiasm and motivation
Highly focused, able to rapidly identify key priorities
Passion for creating new business opportunities with existing clients
Ability to demonstrate innovative approaches to meeting clients' needs
Proactive approach in strengthening business relationships
Ability to embrace new technology and understand digital role
Able to quickly adapt priorities based on latest data insights
Sharp business development focus

What we offer:

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

Additional Information:

Job Posted:
October 18, 2025

Expiration:
October 24, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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CSG Relationship Manager