Commercial Banking Relationship Manager, Director

6 days ago


Montréal, Canada Citi Full time

The Mid-Corp Relationship Manager is a strategic professional with experience in Banking Product sales, Credit/Financial risk management with market-relevant experience. *This position is based in Montreal*. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other product or function areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations and growth of the business. Responsible for handling staff management issues, including resource management and allocation of work within the team/projects.

**Responsibilities**:

- Originates prospect lists and drives closure of new Lending and Cash Management relationships for portfolio book building throughout Quebec and Eastern Canada
- 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 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 proactively sharing markets updates, trends and intelligence
- Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
- Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB)
- Networks with clients to identify avenues for new business opportunities;
- Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time

**Qualifications**:

- 15+ years of experience
- Bilingual (French and English). English proficiency is required as Citibank is looking to establish this business line (Commercial banking) in Montreal, and therefore no existing team may be leveraged to interface with Citi teams globally.
- Sound knowledge of banking and investment products, including capital markets, and process as well as a track record of providing sound banking and financial advice and solutions to clients
- Demonstrates advanced credit skills; structures more complex deals, including global transactions
- Demonstrates an expert level of Early Warning Detection skills
- Demonstrates expert level credit skills and market awareness; capable of structuring all credit deals and guiding staff through the credit deal approval process
- Demonstrates advanced Citi’s credit-process and credit-appetite knowledge
- Ability to work effectively in team setting
- Ability to coordinate multi-functional teams to provide an exceptional client experience.
- Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)
- Ability to work under pressure while making sound decisions
- Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
- Accountable for significant direct business results or authoritative advice regarding the operations of the business, and management of people over time.
- A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience
- Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
- Able to quickly adapt priorities based on the latest data insights

**Education**:

- Bachelor’s/University degree, Masters degree preferred. CFA an asset.

Gestion des relation Banque commercial, Directeur (Montréal)

Description de poste

Le gestionnaire des relations avec les entreprises de taille moyenne est un professionnel stratégique qui possède de l’expérience dans les ventes de produits bancaires, la gestion du risque de crédit et du risque financier ainsi qu’une expérience pertinente du marché. *Ce poste est situé à Montréal*. D’excellentes aptitudes en communication sont requises pour négocier à l’interne, souvent à un niveau supérieur. Des habiletés développées en communication et en diplomatie sont requises afin de guider, influencer et convaincre les autres, notamment les collègues dans d’autres domaines, rôles ou traitant d’autres produits et, à l’occasion, les clients externes.Il est responsable des résultats opérationnels directs importants ou des conseils faisant autorité concernant les activités et la croissance de l’entreprise.. Le titulaire du poste est responsable de la gestion du personnel, incluant la gestion des ressources et de la répartition du travail au sein de l’équipe et desprojets.

**Responsabilités**:

- Établir des liste



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