Citigroup, Inc

Cash and Trade Processing Senior Analyst

Citigroup, Inc • $70K — $106K *
Tampa, FL 33647Hybrid
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Finance, Economics, or a closely related field.
  • 3-5 years of progressive client-facing experience in banking, finance, or trade industries.
  • Strong interpersonal skills with a proactive and personable service approach.
  • Knowledge of Trade Finance products including Letters of Credit (LCs), SBLCs, and Guarantees.
  • Experience using data and analytical tools for client insights and opportunity identification.
  • Excellent verbal and written communication skills to convey complex information clearly.
  • Ability to thrive in a fast-paced, client-centric environment with strong problem-solving skills.

Responsibilities

  • Serve as the primary contact for managing client inquiries about Trade Import/Export LC, SBLC, and Guarantees.
  • Cultivate robust client relationships to understand trade finance needs and reduce attrition.
  • Proactively identify new trade finance opportunities through client engagement.
  • Facilitate pricing and deal closure for simple opportunities with clients.
  • Collaborate with the Sales team on complex new deal referrals for specialized handling.
  • Utilize internal data tools to monitor client performance and develop engagement strategies.
  • Deliver exceptional client service, ensuring timely and accurate inquiry resolutions.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • 401(k) retirement plan with company matching.
  • Life, accident, and disability insurance offerings.
  • Wellness programs promoting employee health and well-being.
  • Paid time off including vacation, sick leave, and holidays.
Full Job Description
Role Summary: The AVP, Middle Office - Client Relationship Manager will be a pivotal client-facing individual responsible for nurturing day-to-day relationships within a dedicated portfolio of existing clients, with a particular focus on "Long Tail" clients (as per the bank's segmentation). This role emphasizes proactive engagement, expertly addressing client inquiries related to Trade Import/Export Letters of Credit (LCs), Standby Letters of Credit (SBLCs), and Guarantees. A key aspect of this role involves identifying and initiating discussions for potential new trade finance opportunities and actively contributing to attrition reduction, acting as a crucial link between clients and Citi's comprehensive trade solutions.

Key Responsibilities:

  • Serve as the primary point of contact for a designated portfolio of existing clients, efficiently managing daily inquiries concerning Trade Import/Export LC, SBLC, and Guarantees.
  • Cultivate and sustain robust client relationships, gaining an in-depth understanding of their ongoing trade finance requirements and contributing to attrition reduction.
  • Proactively engage with clients to pinpoint opportunities for new trade finance deals and tailored solutions, maintaining a 360-degree view of their import and export activities.
  • Initiate conversations with clients to explore potential new business; for simple opportunities, facilitate accurate price quoting using internal tools and ensure efficient online deal closure.
  • Collaborate seamlessly with the Sales team by strategically referring complex new deal opportunities for further development and specialized handling, fostering closer integration between sales and operations.
  • Utilize internal data and analytical tools (e.g., facility utilization, pipeline, attrition dashboards, Banker Direct Access - BDA) to identify client needs, monitor performance, and inform engagement strategies.
  • Deliver exceptional client service, ensuring the timely and accurate resolution of all inquiries while maintaining high standards of client satisfaction.
  • Continuously develop and maintain a strong understanding of Citi Trade Product solutions to effectively address client needs.


Required Qualifications:
  • Bachelor's degree in Business, Finance, Economics, or a closely related field.
  • 3-5 years of progressive experience in client-facing roles within the banking, finance, or trade industries.
  • Demonstrated strong client-facing skills, characterized by a proactive, personable, and service-oriented approach.
  • Solid familiarity with Trade Finance/Documentary Trade products, including Letters of Credit (LCs), Standby Letters of Credit (SBLCs), and Guarantees.
  • Experience or comfort with utilizing data and analytical tools for client insights and opportunity identification.
  • Excellent verbal and written communication skills, capable of conveying complex information clearly and concisely.
  • Ability to thrive and work effectively in a dynamic, fast-paced, and highly client-centric environment, contributing to the holistic intensity sales model.
  • Strong problem-solving abilities coupled with meticulous attention to detail.


Preferred Qualifications:

Prior experience operating within a Client Relationship Management (CRM) portfolio model, especially with "Long Tail" client segments.

Comfortable and proficient in initiating sales conversations and proactively offering product solutions for both import and export trade activities.

In-depth knowledge of Citi's specific Trade Product solutions and experience

Job Family Group:
Operations - Transaction Services

Job Family:
Cash Management

Time Type:
Full time

Primary Location:
Tampa Florida United States

Primary Location Full Time Salary Range:
$70,720.00 - $106,080.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills
Please see the requirements listed above.

Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:
Jul 07, 2026

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

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Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Finance & Insurance
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ
C
* Ladders Estimates

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