Menedżer ds. Relacji z Klientami (k/m)– Sektor Dużych i Średnich Przedsiębiorstw

Citi; Kraków; On-site; PLN 180,000 - 300,000; Full time

Benefits offered by this job

Pension plan 7% PPE

Private medical care

Life insurance

Parental leave

Sport card

Annual discretionary incentive

Job summary

Citi Handlowy in Kraków seeks an experienced Senior Relationship Manager to actively engage technology and corporate clients, structuring tailored banking solutions and ensuring compliance. You will collaborate with product specialists to deliver customized offerings and manage onboarding and ongoing relationships.

The role features a hybrid work model (up to 2 days from home weekly), a competitive base salary, and a broad benefits package including pension, private medical care, life insurance

Qualifications

• Min. 6 years of experience, preferably in Mid-Corporate/ Corporate Finance
• Bachelor’s/University degree, Master’s degree preferred
• Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients
• Demonstrates advanced credit skills; able to structure all type of credit deals
• Corporate Finance experience could be additional advantage
• Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)
• A proactive approach in strengthening business relationships with clients, delivering 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
• Fluent Polish and English
• Driving Licence

Responsibilities

• Actively calls on clients in the technology/digital sector to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, challenges or risks and expectations
• Introduces solutions to clients in building and strengthening an effective portfolio
• Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs
• Works closely with Case Manager on the onboarding and retention of clients, ensuring the appropriate 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
• Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes
• Ensures compliance with regulatory requirements and Citi's policies / guidelines at all times

Skills

Interpersonal skills

Communication

Negotiation

Credit structuring

Digital literacy

Polish fluency

Education

Bachelor’s/University degree

Master’s degree preferred

Job description

• Actively calls on clients in the technology/digital sector to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, challenges or risks and expectations
• Introduces solutions to clients in building and strengthening an effective portfolio
• Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs
• 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
• Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes
• Ensures compliance with regulatory requirements and Citi's policies / guidelines at all times

Qualifications:

• Min. 6 years of experience, preferably in Mid-Corporate/ Corporate Finance
• Bachelor’s/University degree, Master’s degree preferred
• Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients
• Demonstrates advanced credit skills; able to structure all type of credit deals
• Corporate Finance experience could be additional advantage
• Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)
• 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
• Fluent Polish and English
• Driving Licence

Citi Handlowy offers:

By joining Citi Handlowy, you will work in hybrid model (currently up to 2 days working at home per week), but also receive a competitive base salary and enjoy a whole host of additional benefits which are currently provided such as:

• Employer paid Defined Contribution Pension Plan contribution of 7% of employee’s pensionable earnings (PPE Program)
• Employer paid Private Medical Care Package for employees and Private Medical Care Packages for certain family members available at preferential rates
• Employer paid Life Insurance Program for employees and Life Insurance for certain family members available at preferential rates
• Employee Assistance Program financed by Employer
• Paid Parental Leave Program (maternity and paternity leave; statutory and 2 weeks additional paid paternity leave)
• Sport Card for employees subsidised via Social Benefits Fund and Sport Cards for certain family members available at preferential rates
• Additional benefits from Company’s Social Benefit Fund, in particular: Holidays Allowance, support for sport and cultural activities, team building events
• Additional day off for volunteering
• Extra days off provided to employees celebrating significant service anniversaries, with eligibility occurring every five years
• Cafeteria/ flex benefit – a company benefits system which enables employees to select and purchase benefits offered by a provider and available for employees on the platform
• Opportunity to receive an annual discretionary incentive award
• Special offers and discounts for employees

Alongside these benefits Citi Handlowy is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent to be energized to join us, motivated to stay, and empowered to thrive.

Your personal data will be administered by Bank Handlowy w Warszawie S.A. with its registered office in Warsaw, ul. Senatorska 16. The Bank carries out the processing of your personal data first of all to conduct the recruitment process in which you participate, i.e. in the scope specified in Article 22(1) of the Labour Code (Article 6(1)(c) of the GDPR). You are entitled to: access your personal data, rectify them, erase them, restrict their processing, transfer your data and object to their processing. More detailed information is available at the website: https://www.citibank.pl/poland/files/privacy-notice.pdf

Please read the information about internal reports procedure – Whistleblowers Protection Act: https://www.citibank.pl/poland/files/ustawa-o-ochronie-sygnalistow.pdf