Citi Commercial Bank - Mid-Corp Relationship Manager, VP Nonprofit & Higher Education Banking

BMO Harris Bank; New York (NY); On-site; USD 157,000 - 236,000; Full time

Job summary

A leading company seeks a Nonprofit & Higher Education Mid-Corp Relationship Manager responsible for client relationship management and business acquisition. The successful candidate will work collaboratively to develop strategic business plans and ensure compliance, leveraging strong communication and credit skills to deliver exceptional client service.

Benefits

Medical, Dental & Vision coverage

401(k)

Life, accident, and disability insurance

Paid time off packages

Qualifications

• 5+ years of experience within Nonprofit & Higher Education.
• Ability to structure complex deals and provide financial advice.

Responsibilities

• Deepen client relationships and identify new business opportunities.
• Work closely with product specialists to provide tailored solutions.
• Ensure compliance with regulatory requirements.

Skills

Relationship management

Business development

Strategic planning

Communication

Education

Bachelor's degree or equivalent experience

FINRA Licensing, Series 79, 63, SIE

Job description

The Nonprofit & Higher Education Mid-Corp Relationship Manager is a strategic banking and sales professional, who is responsible for new business acquisition and the deepening of an existing portfolio of assigned clients within the Nonprofit & Higher Education Mid-Corporate Banking segment at Citi Commercial Bank. The primary role of a Relationship Manager is to retain, grow and acquire relationships by coordinating with professionals across credit, cash management, FX and capital markets. A Relationship Manager will collaborate with product partners across Citi, cultivate new prospects by developing and executing comprehensive strategic plans that ensure a broad penetration of coverage markets, and perform due diligence to comply with AML and KYC standards. 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 areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.

Responsibilities:

• 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 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 proactive sharing markets updates, trend 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 time
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 5+ years of experience and deep Nonprofit & Higher Education expertise
• FINRA Licensing, Series 79, 63, SIE (current or ability to obtain)
• 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 intermediate to advanced credit skills; structures more complex deals, including global transactions
• Demonstrates an expert level of Early Warning Detection skills
• Demonstrates expert level credit skills; 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
• Substantial skill set in relationship management, business development and strategy design that results in growth
• Ability to work effectively in team setting

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Job Family Group:

Commercial and Business Sales

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Job Family:

Relationship Management

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$157,040.00 - $235,560.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Anticipated Posting Close Date:

Jun 09, 2025

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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