Citi Commercial Bank - Relationship Manager, Software - Senior Vice President

Relationship Manager, Software - Senior Vice President

Discover your future at Citi. 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

This is a Commercial Banker position on the Software coverage team, a national coverage unit within the DT&C national vertical group. The Software coverage universe consists of US headquartered corporates operating in all Software industries and related sub sectors, inclusive of fin-tech, generating annual revenues of $100MM$3BN. Banker would be responsible for originating and managing Citi's coverage and expansion efforts, lead credit dialogue, proactively identify cross-sell opportunities, drive client-centric solutions, and achieve ambitious growth targets set for the business. New Business generation is industry focused without geographic constraints within the US. Banker would effectively deliver industry insights and knowledge externally to clients and the market, and internally to leadership, Risk, and other partners.

This position would work closely with internal counterparts including, but not limited to, Investment Banking, Treasury & Trade, Credit, Derivative Markets, Loan Syndications, Debt Capital Markets, and Equity Capital Markets. The role reports directly to the CCB US Software Sector Head.

Responsibilities

• Originate, manage, and grow new, multi-product and multi-country client relationships. Own, respond to, uncover and anticipate future needs, roadblocks, business & industry risks and headwinds.
• Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward.
• Be the Best for our clients by understanding and delivering on clients' holistic operational, risk management, financing, and strategic agenda. Be responsible for Client-level planning, budget, and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share of wallet.
• Drive complex multi-product solutions across multiple geographies, such as regional cash management solutions, coordinated hedging solutions, and Capital raising solutions, etc.
• Work closely with Credit Loan Management and Independent Risk to ensure the establishment of new credit relationships as well as the monitoring of the existing credit portfolio.
• Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times.
• 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.
• Networks with clients to identify avenues for new business opportunities.
• Administrates 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 times.
• 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

Education