Mid-Corp Relationship Manager, VP – Nonprofit & Higher Education Banking
Publicado en www.sonicjobs.com 13 abr 2025
The Nonprofit & Higher Education Mid-Corp Relationship Manager is a strategic banking and sales professional, who is responsible for new business acquisition and the deepening of an existing portfolio of assigned clients within the Nonprofit & Higher Education Mid-Corporate Banking segment at Citi Commercial Bank. The primary role of a Relationship Manager is to retain, grow and acquire relationships by coordinating with professionals across credit, cash management, FX and capital markets. A Relationship Manager will collaborate with product partners across Citi, cultivate new prospects by developing and executing comprehensive strategic plans that ensure a broad penetration of coverage markets, and perform due diligence to comply with AML and KYC standards. Excellent communication skills required in order to negotiate internally, often at a senior level. 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. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project. Responsibilities: 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 Case Manager on the on-boarding 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 share of wallet; Maximizes client experience by proactive 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 and EIB) 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.
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