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The Mid-Corp Relationship Manager is a seasoned professional role requiring disciplinary knowledge and industry expertise. Responsibilities include client relationship management, compliance, structuring deals, and driving innovation in solutions, with significant impact on the team and business outcomes.
Job Responsibility:
Calls on clients to deepen relationships and anticipate future needs
manages internal departments to address customer service issues
introduces solutions for effective portfolios
works with specialists to structure customized solutions
ensures compliance with Know Your Client (KYC) and other guidelines
identifies cross-sell opportunities
drives innovation in client solutions
supports senior managers in structuring deals
shares market updates and intelligence
assists in researching prospective clients
networks for new business opportunities
oversees transaction submissions and annual reviews
protects Citi’s assets by assessing credit risk
ensures compliance with regulatory requirements and guidelines.
Requirements:
5-8 years of experience
sound knowledge of banking and investment products and processes
track record of providing sound banking and financial advice and solutions to clients
core credit skills
intermediate level of Early Warning Detection skills
ability to close deals and manage credit origination process
advanced understanding of accounting principles, financial modeling, and statement analysis
ability to work effectively in a team setting
excellent interpersonal, communication and influencing skills
self-starter with a positive approach
high energy, enthusiasm and motivation
ability to identify key priorities and communicate them clearly
passion for business development and meeting clients' needs
proactive approach to business relationship building
ability to embrace new technology and understand its role in client experience
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