Strategic Client Relationship Leader

Citi; Houston (TX); On-site; USD 153,000 - 254,000; Full time

Job summary

Citi in Houston, Texas seeks a senior Relationship Manager to deepen client relationships, advise on banking and investment solutions, and coordinate cross-functional teams to deliver tailored financing and advisory services.

The role emphasizes KYC/compliance, cross-sell opportunities, and risk-aware decision making, with a focus on building trusted partnerships and sustaining growth across the commercial banking portfolio.

Qualifications

• 10+ years of experience in relationship management or equivalent
• Sound knowledge of banking and investment products and processes
• Demonstrates credit skills and ability to structure complex deals
• Expert level knowledge of Citi's credit processes and risk management

Responsibilities

• Calls on clients to deepen relationships and proactively identifies needs and risks
• Introduces solutions to clients to build a strong portfolio
• Collaborates with product specialists to structure customized solutions
• Ensures KYC and compliance deliverables are met with Case Manager
• Identifies cross-sell opportunities to deepen share of wallet
• Drives client experience and shares market insights and trends
• Oversees credit relationship administration and adheres to policies and processes
• Ensures regulatory compliance and high ethical standards

Skills

Relationship management

Communication

Negotiation

Client management

Team collaboration

Education

Bachelor's degree

Master's degree preferred

Job description

Citi in Houston, Texas seeks a senior Relationship Manager to deepen client relationships, advise on banking and investment solutions, and coordinate cross-functional teams to deliver tailored financing and advisory services.

The role emphasizes KYC/compliance, cross-sell opportunities, and risk-aware decision making, with a focus on building trusted partnerships and sustaining growth across the commercial banking portfolio.