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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in banking and investment products, with a strong focus on client relationship management and compliance. Proven ability to structure complex credit deals and lead multifunctional teams to deliver innovative client solutions.
Highest-signal resume keywords
10+ Years Of ExperienceExpert Credit SkillsIntermediate To Advanced Credit SkillsSound Knowledge Of Banking And Investment ProductsExcellent Interpersonal And Communication 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
Structuring Complex DealsEarly Warning Detection SkillsCredit Deal ApprovalClient OnboardingRisk AssessmentCompliance With Regulatory RequirementsMarket AnalysisCross-Selling OpportunitiesStrategic Initiative ExecutionClient Portfolio Management
Soft Skills
Leadership SkillsNegotiation SkillsInfluencing SkillsConsultative SkillsAbility To Work Under Pressure
Certifications & Qualifications
Bachelor’s DegreeMaster’s Degree Preferred
Industry Keywords
KYC ComplianceClient ExperienceFinancial AdviceClient Credit RelationshipsResource Management
About the role
Key responsibilities & impact- Call on clients to deepen relationships and proactively identify and anticipate future needs, roadblocks, risks, and expectations
- Introduce solutions that build and strengthen effective client portfolios
- Work with product specialists and subject matter experts to structure innovative, customized client solutions
- Partner with the Case Manager on client onboarding and retention, ensuring KYC and other compliance deliverables are met
- Identify cross-sell opportunities to deepen relationships and increase share of wallet
- Proactively share market updates, trends, and intelligence to maximize client experience
- Drive innovation in client solutions and develop the business where appropriate
- Execute strategic initiatives launched at Group, Bank, commercial market, and EIB levels
- Network with clients to identify new business opportunities
- Administer client credit relationships, coordinating and supervising the full process and ensuring proper application of policies and institutional processes
- Ensure compliance with regulatory requirements and Citi policies and guidelines
- Assess risk appropriately in business decisions, safeguard Citi, clients, and assets, and escalate, manage, and report control issues transparently
- Manage staff issues, including resource management and work allocation within the team or project
Requirements
What you’ll need- 10+ years of experience
- Sound knowledge of banking and investment products and processes
- Track record of providing sound banking and financial advice and solutions to clients
- Intermediate to advanced credit skills, including structuring complex deals and global transactions
- Expert Early Warning Detection skills
- Expert credit skills, including structuring all credit deals and guiding staff through credit deal approval
- Advanced knowledge of Citi’s credit process and credit appetite
- Ability to work effectively in a team setting
- Ability to coordinate multifunctional teams
- Excellent interpersonal, communication, influencing, negotiation, consultative, and leadership skills
- Ability to work under pressure while making sound decisions
- Ability to identify key priorities and communicate them clearly
- Proactive approach to strengthening client relationships and delivering a simple, secure, seamless client experience
- Ability to embrace new technology and understand digital’s role in client experience
- Ability to adapt priorities based on the latest data insights
- Bachelor’s or university degree required
- Master’s degree preferred
Benefits
Comp & perks- Hybrid work arrangement
- Equal opportunity employment
- Reasonable accommodation for persons with disabilities