Talent.com
CSG Senior Relationship Manager - Senior Vice President

CSG Senior Relationship Manager - Senior Vice President

CitigroupSan Francisco, CA, US
30+ days ago
Job type
  • Full-time
Job description

CSG Senior Relationship Manager - Senior Vice President

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The CSG Relationship Manager is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically, a small number of people within the business that provide the same level of expertise. 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.

Qualifications :

  • 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 transactions
  • 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
  • FINRA Licensing - SIE, Series 63 & 79; current or ability to obtain
  • 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
  • Bachelor's / University degree, Masters degree preferred
  • Create a job alert for this search

    Relationship Manager • San Francisco, CA, US

    Related jobs
    • Promoted
    Vice President of Mortgage Servicing

    Vice President of Mortgage Servicing

    VirtualVocationsSanta Clara, California, United States
    Full-time
    A company is looking for a Vice President, Single Point of Contact.Key Responsibilities Lead and manage the Single Point of Contact (SPOC) team to ensure exceptional customer service and efficien...Show moreLast updated: 2 days ago
    • Promoted
    Senior Partner Manager

    Senior Partner Manager

    VirtualVocationsConcord, California, United States
    Full-time
    A company is looking for a Senior Manager, Partners.Key Responsibilities Lead and mentor the EMEA Partner Manager team to achieve revenue targets Execute the Global Systems Integrator (GSI / GSA) ...Show moreLast updated: 30+ days ago
    • Promoted
    Regional Vice President, Sales

    Regional Vice President, Sales

    VirtualVocationsHayward, California, United States
    Full-time
    A company is looking for a Regional Vice President, Enterprise Sales - TOLA.Key Responsibilities : Creates and implements strategic plans to achieve business goals Coaches the sales team on value...Show moreLast updated: 2 days ago
    • Promoted
    VP / FVP, Relationship Manager

    VP / FVP, Relationship Manager

    Cathay Bank - HeadquartersMilpitas, CA, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago
    • Promoted
    Senior Manager, Business Relationships

    Senior Manager, Business Relationships

    VirtualVocationsOakland, California, United States
    Full-time
    A company is looking for a Senior Manager, Technology Business Relationship Management.Key Responsibilities Collaborates with business stakeholders to leverage technology for business transformat...Show moreLast updated: 2 days ago
    • Promoted
    Senior Vice President - Insurance

    Senior Vice President - Insurance

    JobotWalnut Creek, CA, US
    Full-time
    Senior VP and Leadership role with a large, reputable, well recognized organization within the Insurance industry! Excellent Benefits, competitive compensation package, and a leader in their indust...Show moreLast updated: 3 days ago
    • Promoted
    Senior Account Manager

    Senior Account Manager

    VirtualVocationsHayward, California, United States
    Full-time
    A company is looking for a Senior Account & Relationship Manager.Key Responsibilities Prospect, qualify, and close new accounts while upselling within existing relationships Develop and execute ...Show moreLast updated: 30+ days ago
    • Promoted
    Vice President of Strategic Partnerships

    Vice President of Strategic Partnerships

    VirtualVocationsHayward, California, United States
    Full-time
    A company is looking for a Vice President, Strategic Partnerships.Key Responsibilities Lead a strategic business development team to build and nurture relationships with large-scale trading partn...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Manager, M&A Integration

    Senior Manager, M&A Integration

    VisaSan Francisco, CA, United States
    Full-time
    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Vice President of Brand Strategy

    Senior Vice President of Brand Strategy

    VirtualVocationsConcord, California, United States
    Full-time
    A company is looking for a Senior Vice President, Brand Strategy to lead its marketing organization and elevate its brand presence. Key Responsibilities Define and oversee brand positioning global...Show moreLast updated: 3 days ago
    • Promoted
    Dealer Relationship Manager

    Dealer Relationship Manager

    VirtualVocationsFremont, California, United States
    Full-time
    A company is looking for a Dealer Relationship Manager - IL / IN.Key Responsibilities Develop, manage, and maintain relationships with new car franchisees and independent automobile dealerships to ...Show moreLast updated: 30+ days ago
    • Promoted
    VP / Director - Commercial Banking Relationship Manager

    VP / Director - Commercial Banking Relationship Manager

    BmoSan Jose, CA, US
    Part-time +1
    Vice President Or Director Level Senior Relationship Manager.We are seeking a Vice President or Director level Senior Relationship Manager in our Diversified Industries Group primarily covering the...Show moreLast updated: 30+ days ago
    • Promoted
    Vice President of Alliances

    Vice President of Alliances

    VirtualVocationsSanta Clara, California, United States
    Full-time
    A company is looking for a Vice President of Alliances to build and lead their partnerships strategy.Key Responsibilities Develop and manage the company's alliances strategy with enterprise ecosy...Show moreLast updated: 5 days ago
    • Promoted
    Senior Client Partner

    Senior Client Partner

    VirtualVocationsFremont, California, United States
    Full-time
    Client Partner (Client Community) Sales.Key Responsibilities Design and implement engagement plans to deepen client relationships Manage relationships with independent consultants and engage cli...Show moreLast updated: 30+ days ago
    • Promoted
    Partner Development Manager

    Partner Development Manager

    VirtualVocationsConcord, California, United States
    Full-time
    A company is looking for a Partner Development Manager specializing in Security.Key Responsibilities Develop and execute strategic partner business plans aligned with Security priorities Lead cr...Show moreLast updated: 30+ days ago
    • Promoted
    Business Relationship Manager Senior Acquisition - Vice President

    Business Relationship Manager Senior Acquisition - Vice President

    JPMorgan Chase Bank, N.A.San Rafael, CA, United States
    Full-time
    If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manage...Show moreLast updated: 3 days ago
    • Promoted
    Business Relationship Manager Senior Deepening - Vice President

    Business Relationship Manager Senior Deepening - Vice President

    JPMorgan ChaseSanta Clara, CA, US
    Full-time
    Business Relationship Manager Senior.If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for ...Show moreLast updated: 30+ days ago
    • Promoted
    Vice President, Business Networks

    Vice President, Business Networks

    VirtualVocationsHayward, California, United States
    Full-time
    A company is looking for a Vice President, Business Networks Professional Services Practice.Key Responsibilities Lead the professional services technical team for Business Networking technologies...Show moreLast updated: 3 days ago
    • Promoted
    Director of Strategic Partnerships

    Director of Strategic Partnerships

    VirtualVocationsFremont, California, United States
    Full-time
    A company is looking for a Director of Strategic Partnerships to lead and expand a high-performing team while developing a partner ecosystem for no-code payment integration.Key Responsibilities D...Show moreLast updated: 30+ days ago
    • Promoted
    Affiliate Growth Manager

    Affiliate Growth Manager

    VirtualVocationsConcord, California, United States
    Full-time
    A company is looking for an Affiliate & Ambassador Growth Manager to oversee and expand their affiliate programs and brand ambassador community. Key Responsibilities : Manage and optimize affiliate...Show moreLast updated: 2 days ago