Commercial Associate – AVP – Digital Tech & Communications
Citi Commercial Bank offers its clients the convenience, a global banking network, thought leadership and global financial capabilities of Citi. We deliver extensive industry knowledge, local expertise, and dedicated service support to Mid-Market companies, with an international footprint. We are focused on providing banking and financial solutions to our clients across 5 key growth industries - Business & Professional Services, Industrials, Digital, Technology & Communications, Consumer and Healthcare.
The primary responsibility of the Associate will be, in cooperation with the Senior Relationship Managers, servicing the banking & financing needs of international Mid-Market clients, deepening existing client relationships and acquiring & onboarding new commercial banking clients.
Responsibilities:
- Support Senior Relationship manager in management of assigned portfolio of clients and independently managing emerging clients.
- Business Development for New Client Acquisitions in Digital & Tech industry with help of Senior Bankers.
- Build relationships with Citi network and operational teams, becoming one of the key contacts for clients’ requests, internal requests/escalation, and resolution.
- Support Senior Banker with client presentation and subsequent follows for client conversion.
- Demonstrate intent to learn and go getter mindset coupled with strong inter-personal skills.
- Strong presentation and client pitch material building skills.
- In cooperation with Senior Relationship Manager calls on clients and maximize ‘One Citi’ client experience, by proactively leveraging and sharing Citi’s market leading insights, global network, and solutions.
- Monitor and support products’ implementation processes, clients on-boarding process and manage sales CRM platform.
- Liaise with Relationship Associate to ensure adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ongoing basis, ensuring the appropriate compliance deliverables are met.
- Develops and maintains strong ties with Commercial Banking teams across the globe, in particular CCB colleagues working across the same sector vertical, CCB colleagues supporting subsidiary businesses overseas (Commercial Subsidiaries Group). Collaborate and work closely with various product teams (cash sales, trade finance, markets, corporate finance), Underwriting / Risk teams.
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- Work with Senior Relationship Managers to analyze client relationships, risks & opportunities, assists with credit application write-up, financial spreading, deal structuring, returns calculation, documentation review & preparation. Administrate the credit relationship of clients, ensuring the proper application of policies and institutional processes.
- Understand key commercial banking processes & solutions, including Transactional Banking, FX, Trade, Treasury, Working Capital, and Lending products.
- Support Senior Relationship Managers on solutioning assessment, preparation of pitch books and meeting materials, assists with new clients’ acquisition.
- Work collaboratively with key internal stakeholders across CCB, share best practice across teams to deliver 'best in class' relationship management to new and existing clients.
- Appropriately assess risk when business decisions are made, demonstrating 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:
- Minimum 5-8 years of experience
- Previous banking experience
- Working within Commercial/Corporate banking covering Digital & Tech Industry clients is desirable.
- Experience in a Client Relationship role or client facing role.
- Sales, presentation, and communication skills. Focus on first class service quality.
- Analytical and credit skills
- High level of self-motivation
- Knowledge of general banking processes, general understanding of commercial banking solutions
- Ability to build & develop strong client relationships.
- Effective collaboration skills with Senior Relationship Managers and Commercial Banking partners
- Analytical and problem-solving skills.
- Proficiency with Microsoft and CRM applications
Education:
- Postgraduate (MBA/CA) from a reputable institute
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Most Relevant Skills
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Other Relevant Skills
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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