Citigroup, Inc

Citi Commercial Bank - Relationship Manager - Director

Citigroup, Inc • $200K — $300K *
Miami, FL 33186Hybrid
Finance & Insurance
11 - 15 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • 15+ years of experience with Commercial clients in the Industrials sector.
  • In-depth knowledge of banking products and services for middle market clients.
  • FINRA Licensing - SIE, Series 63 & 79 (current or ability to obtain).
  • Bachelor's degree required; MBA preferred.
  • Strong analytical and interpersonal skills.

Responsibilities

  • Acquire and manage new, multi-product clients for the Bank.
  • Actively build a new business pipeline and develop relationships at multiple levels.
  • Identify cross-sell opportunities to deepen relationships and increase market share.
  • Coordinate with multi-functional teams to deliver tailored financial solutions.
  • Oversee credit relationships, ensuring adherence to policies and processes.
  • Share market updates and trends to enhance client experience.
  • Manage transactions and client interactions in the CRM platform.

Benefits

  • Medical, dental, and vision coverage.
  • 401(k) plan participation.
  • Life, accident, and disability insurance.
  • Wellness programs.
  • Generous paid time off including vacation and sick leave.
Full Job Description
Job Description

CCB Relationship Manager

Job Background:

This Senior Relationship Manager will be focused on both existing and new banking relationships with US-headquartered companies in the Industrials sector up to $5Bn in revenue. Primary responsibilities of the Senior Relationship Manager are to build relationships while providing solutions for US CCB clients. The role involves day-to-day cooperation and collaboration with products, operations, implementation, and risk management teams at all levels (country, regional and global) in order to source, develop and grow client relationships. The individual in this role will have responsibility for developing solutions and product proposals for CCB clients in the US along with various internal partners, supporting the onboarding process of clients, and building and maintaining a client portfolio.

Job Description / Key Responsibilities:
  • Acquire new, multi-product clients for the Bank and manage those relationships on an ongoing basis. Own, respond to, uncover, and anticipate future needs, roadblocks or risks and expectations;
  • Actively build a new business pipeline and call on clients and develop relationships at multiple levels across the client organization
  • Client-level planning, budget, and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share of wallet
  • Work closely with cash management implementation team, Cash Sales Managers, Underwriting / Risk teams, Markets experts and RM Associates daily. Coordinate with Product and Investment Banking coverage to deliver Product solutions while at the same time sponsoring any credit requirements with CCB's risk and underwriting teams. Coordinate overseas coverage of clients' needs across over 100 countries where Citi has dedicated banking coverage.
  • Administrate the credit relationship of clients, coordinate and supervise the entire process, ensuring the proper application of policies and institutional processes.
  • Oversee talented junior resources to provide financial solutions to clients and prospects and ensure safe and sound underwriting practices.
  • Maximize client experience by proactively sharing markets updates, trends, and intelligence.
  • Monitor and support products' implementation processes. Manage customers and transactions in the CRM platform.
  • Verify adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ongoing basis, ensuring the appropriate compliance deliverables are met.
  • Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times.


Knowledge:
  • Sound knowledge of banking, treasury / lending / markets products and processes, as well as a solid track record of providing banking and financial advice and solutions to clients.
  • Meaningful experience in structuring and approving credit solutions across different risk profiles. Experience with offshore credit is preferred but not required.
  • Ability to coordinate multi-functional teams to provide an exceptional client experience.
  • Excellent interpersonal, communication and influencing skills (e.g., negotiation, consultative skills, leadership).
  • Highly focused, able to rapidly identify key priorities, clearly communicate the priorities.
  • Accountable for significant direct business results and provide advice regarding the operations and growth of the business.
  • A proactive approach in looking for ways to develop new and strengthen existing business relationships with clients, delivers a simple, secure, and seamless client experience.
  • Ability to embrace new technology and understand the role digital plays in the experience that we deliver for our clients.
  • Must have a sharp business development focus and demonstrate innovative approaches.
  • Able to quickly adapt priorities based on the latest data insights.
  • Demonstrate thought leadership. Ability to create long-term trust and advisory based relationships with clients.
  • Practical knowledge of regulations, market practices and bank operations.


Skills / Competencies:
  • Self-starter, able to work independently and used to working in an entrepreneurial environment that facilitates build out of a world class banking platform.
  • Thrive in a flat organizational structure leveraging talented junior resources to meet personal and business goals.
  • Ability to work under pressure and multitask while making sound decisions.
  • Strong focus on delivery, ability to turn concepts into actionable solutions.
  • Excellent presentation skills and ability to influence decisions at all levels. Must have excellent interpersonal skills.
  • Strong analytical skills with a motivation to learn.
  • Excellent selling skills while being highly creative, taking on initiatives, and being flexible.
  • Pay attention to details and set priorities.


Experience / Education:
  • 15+ years of experience with Commercial clients in the Industrials sector.
  • Must have in-depth knowledge of banking products and services typically utilized by middle market clients.
  • FINRA Licensing - SIE, Series 63 & 79 (current or ability to obtain).
  • Bachelor's degree required; MBA preferred.


Job Family Group:
Commercial and Business Sales

Job Family:
Relationship Management

Time Type:
Full time

Primary Location:
Miami Florida United States

Primary Location Full Time Salary Range:
$200,000.00 - $300,000.00

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:
Aug 01, 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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