Commercial Bank - Mid-Corp Relationship Manager, Digital Tech & Comms - Director
Listed on 2026-07-01
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Finance & Banking
Commercial Banking, Financial Sales, Credit Analyst, Loan Officer / Lending
This is a Commercial Banker position on Digital Tech & Comms Mid Corporates Team, working with US headquartered corporates generating annual revenues of $100MM–$3BN+. The banker will originate and manage 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.
The banker will deliver industry insights, knowledge externally to clients and the market, and internally to leadership, Risk, and other partners. This position works closely with internal counterparts including Investment Banking, Treasury & Trade, Credit, Derivative Markets, Loan Syndications, Debt Capital Markets, and Equity Capital Markets.
- Originate, manage, and grow new, multi‑product and multi‑country client relationships.
- Own, respond to, uncover and anticipate future needs, roadblocks, businesses & 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. 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.
- Work closely with Credit Loan Management and Independent Risk to ensure new credit relationships are established and existing credit portfolio is monitored.
- Ensure compliance with regulatory requirements and Citi's policies and guidelines at all times.
- Calls on clients to deepen relationships and proactively own, respond to, uncover and anticipate future needs, roadblocks or risks and expectations.
- Introduce solutions to clients to build and strengthen an effective portfolio.
- Work with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs.
- Work closely with Case Manager on onboarding 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 proactively sharing market updates, trends and intelligence.
- Drives innovation in the solutions we provide clients and further develops our business where necessary and appropriate.
- Network with clients to identify avenues for new business opportunities.
- Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring proper application of policies and institutional processes.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citi, its clients and assets by driving compliance with applicable laws, rules and regulations, adhering to policy, applying sound ethical judgment, and escalating, managing and reporting control issues with transparency.
- 10+ years of experience in Commercial Banking with technology client exposure.
- Active FINRA Licensing, 79, 63 and SIE or ability to obtain once onboard.
- Self‑starter with a team player mindset – proven track record of robust new client acquisitions and sound risk management.
- Sound knowledge of banking and investment products and processes.
- Demonstrates intermediate to advanced credit skills; structures more complex deals, including global transactions.
- Demonstrates expert level Early Warning Detection skills.
- Demonstrates expert level credit skills; capable of structuring all credit deals and guiding staff.
- Advanced knowledge of Citi’s credit‑process and credit‑appetite.
- Teamwork and coordination skills across multiple functional teams.
- Excellent interpersonal, communication and influencing…
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