Full-Time

CSG Relationship Manager

Confirmed live in the last 24 hours

Citigroup

Citigroup

10,001+ employees

Global financial services and banking solutions

Compensation Overview

$192k - $288k/yr

+ Incentive Awards + Retention Awards

Expert

San Francisco, CA, USA + 3 more

More locations: Iselin, Woodbridge Township, NJ, USA | New York, NY, USA | Atlanta, GA, USA

Primary location is New York, New York, United States. Other locations include San Francisco, California; Iselin, New Jersey; and Atlanta, Georgia.

Category
Customer Success
Sales & Account Management
Required Skills
Investment Banking
Requirements
  • 10+ years of experience
  • Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients
  • Demonstrates intermediate to advanced credit skills; structures more complex deals, including global transaction
  • Demonstrates an expert level of Early Warning Detection skills
  • Demonstrates expert level credit skills; capable of structuring all credit deals and guiding staff through the credit deal approval process
  • Demonstrates advanced Citi’s credit-process and credit-appetite knowledge
  • Ability to work effectively in team setting
  • Ability to coordinate multi-functional teams to provide an exceptional client experience
  • Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)
  • Ability to work under pressure while making sound decisions
  • Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
  • Accountable for significant direct business results or authoritative advice regarding the operations of the business
  • A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience
  • Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
  • Able to quickly adapt priorities based on the latest data insights
Responsibilities
  • Calls on selective North America based subsidiaries of multinational corporations that are headquartered outside of the United States, with the intent to deepen existing relationships across Citi's target market industries, taking a proactive coverage approach to uncover and anticipates future needs, roadblocks or risks and expectations.
  • Introduces solutions to clients in building and strengthening an effective portfolio; Develop client relationships at multiple levels across the client’s organization and advise company owners, CEOs, CFOs and Treasurers by providing financial solutions with a focus on companies with international subsidiaries across North America.
  • Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs Work with international treasury and cash management solutions, credit finance products, investment banking products, industry Credit Policies and Credit Parameters to meet client’s 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; Collaborate with product specialists to develop relationship plans for each client and identify business opportunities and target specific action items to provide multi-product banking solutions in order 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; Support clients to identify business opportunities and anticipate potential risks.
  • Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes Develop and execute both short and long-term client relationship plans including structuring credit deals, administrate the credit relationship to balance risk and reward. Partner with other Citi businesses including other commercial bank countries to ensure support to overall client and franchise objectives.
  • Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time Adhere to internal Citi organizational and control policies. Ensure that the organization’s activities are carried out in accordance with all regulatory, legal, and governmental regulations.
  • 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.
Desired Qualifications
  • Masters degree preferred

Citigroup provides a wide range of financial services, including consumer banking, corporate and investment banking, securities brokerage, and wealth management. Its services cater to individual consumers, small businesses, large corporations, and government entities across more than 160 countries. The company operates by earning revenue through interest on loans, service fees, trading activities, and investment management. Citigroup distinguishes itself from competitors by leveraging its extensive global network and technological advancements to offer efficient banking solutions. The company's goal is to create a positive financial and social impact while promoting growth and profitability, with a strong focus on sustainability and social responsibility through its investments in environmental, social, and governance initiatives.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1812

Simplify Jobs

Simplify's Take

What believers are saying

  • Citi's $850 million debt syndicate for Danaos strengthens its position in global shipping finance.
  • Investment in Validis enhances Citi's business lending through automated data standardization.
  • Citi's involvement in Proxymity boosts transparency and efficiency in investor communications.

What critics are saying

  • Competition from fintechs like Nammu21 pressures Citi to enhance technological offerings.
  • Integration of new technologies like Validis may pose internal challenges for Citi.
  • Citi's large credit facilities, like with Brex, expose it to potential credit risk.

What makes Citigroup unique

  • Citi operates in over 160 countries, offering a vast global network.
  • Citi invests in ESG initiatives, showcasing commitment to sustainability and social responsibility.
  • Citi leverages technological innovations to deliver efficient banking solutions.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Paid Vacation

Paid Sick Leave

Paid Holidays

Growth & Insights and Company News

Headcount

6 month growth

-5%

1 year growth

-5%

2 year growth

-5%
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