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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing client relationships within the commercial banking sector, with a strong focus on risk assessment, compliance, and delivering exceptional service quality. Proficient in utilizing CRM applications and collaborating with internal teams to support client onboarding and operational processes.
Highest-signal resume keywords
Client Relationship ManagementCommercial Banking ExperienceAnalytical SkillsRisk AssessmentSales and Presentation Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Credit AnalysisFinancial SpreadingDeal StructuringDocumentation ManagementKYC ComplianceBanking Processes KnowledgeClient OnboardingOperational Support
Soft Skills
Effective CollaborationStrong CommunicationSelf-MotivationProblem-Solving
Tools & Technologies
Microsoft ApplicationsCRM Applications
Industry Keywords
Commercial BankingMid-Market ClientsClient First ApproachSales CRM PlatformCompliance Deliverables
About the role
Key responsibilities & impact- Service the banking and financing needs of international Mid-Market clients
- Deepen existing client relationships and acquire and onboard new commercial banking clients
- Build relationships with Citi network and operational teams and act as a key contact for client and internal requests, escalations and resolutions
- Support Senior Relationship Managers in managing assigned client portfolios
- Deliver day-to-day banking and operational support using a Client First approach
- Participate in client calls and leverage Citi insights, global network and solutions
- Monitor product implementation and client onboarding processes and manage the sales CRM platform
- Liaise with Relationship Associates to ensure global KYC standards and compliance deliverables are met
- Maintain ties with Commercial Banking teams and collaborate with product, underwriting and risk teams
- Analyse client relationships, risks and opportunities; assist with credit applications, financial spreading, deal structuring, returns calculations and documentation
- Administer client credit relationships and ensure proper application of policies and institutional processes
- Support solution assessments, pitch books, meeting materials and new client acquisition
- Collaborate with internal stakeholders and share best practices
- Assess and manage risk, safeguard the firm and clients, comply with laws and policies, and report control issues transparently
Requirements
What you’ll need- 5-8 years of experience
- Previous banking experience
- Working within Commercial/Corporate banking 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 and general understanding of commercial banking solutions
- Ability to build and 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
- Bachelor's/University degree or equivalent experience
- Ability to assess risk and comply with applicable laws, rules, regulations, policies and processes
Benefits
Comp & perks- Hybrid work arrangement
- Equal opportunity employment
- Reasonable accommodation for persons with disabilities