Trade Finance Relationship Manager

Citi; New York (NY); Hybrid; USD 93,000 - 140,000; Full time

Benefits offered by this job

Health benefits

Job summary

Citi is recruiting a VP, Middle Office – Trade Service Manager to lead client relationships and expand trade finance opportunities. You will resolve complex LC/SBLC/Guarantee inquiries and collaborate with Sales to close deals.

The role requires senior client-facing experience, strong product knowledge, and mentoring abilities to grow the Middle Office team within a holistic sales model.

Qualifications

• Bachelor's degree in Business, Finance, Economics or related field required.
• 7+ years of progressive client relationship or trade finance experience in banking.
• Strong track record in proactive sales and client engagement.
• Deep knowledge of Trade Finance products: LCs, SBLCs, Guarantees.
• Excellent communication, negotiation, and presentation skills.
• Experience coaching junior team members.

Responsibilities

• Manage and grow strategic relationships with a portfolio of high-value clients.
• Resolve complex inquiries on Trade Import/Export LC, SBLC, and Guarantees.
• Identify and drive new trade finance deal opportunities.
• Coordinate pricing and deal closure with Sales and Ops teams.
• Act as SME on Citi Trade Product solutions for clients.
• Mentor AVPs and raise institutional trade knowledge.
• Monitor portfolio performance using analytical tools for growth.
• Promote data-driven insights for client coverage and opportunities.

Skills

Client relationship management

Trade finance

Sales orientation

Analytical thinking

Leadership

Communication

Education

Bachelor's degree in Business, Finance, Economics, or related field

Tools

Instaquote

Banker Direct Access (BDA)

Job description

Trade Finance Relationship Manager

Location(s):

Tampa, Florida, United States

Job Type:

Hybrid

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

VP, Middle Office – Trade Service Manager

Role Summary: The VP, Middle Office - Client Relationship Manager is a senior, strategic client-facing role responsible for managing and deepening relationships within a dedicated portfolio of key existing clients,. This position demands a comprehensive understanding of client needs, proactive engagement to drive significant new trade finance opportunities, and leadership in resolving complex inquiries related to Trade Import/Export Letters of Credit (LCs), Standby Letters of Credit (SBLCs), and Guarantees. The VP will also be instrumental in coaching and mentoring junior team members, contributing to the overall success and growth of the Middle Office within a holistic intensity sales model.

Key Responsibilities:

• Manage, cultivate, and expand strategic relationships with a portfolio of high-value existing clients, serving as a trusted advisor and primary point of contact across various client segments.


• Lead the resolution of complex and critical client inquiries pertaining to Trade Import/Export LC, SBLC, and Guarantees, ensuring superior client satisfaction and retention while strategically driving attrition reduction.


• Proactively identify, originate, and strategically drive new trade finance deal opportunities by engaging clients in sophisticated and impactful conversations, championing a holistic 360-degree client view across import and export activities.


• Oversee the execution of simple new deals, ensuring efficient price quoting using tools like Instaquote and seamless online closure, and strategically manage the handoff of complex opportunities to the Sales team for specialized development, fostering closer integration between sales and operations.


• Act as a recognized subject matter expert on Citi Trade Product solutions, confidently offering and explaining comprehensive product offerings to clients, and contributing to closing skills gaps in core trade knowledge.


• Significantly contribute to the professional development of team members by providing expert guidance, mentorship, and dedicated support to AVPs within the Middle Office, raising the institutional knowledge of trade.


• Rigorously monitor client portfolio performance, strategically identifying areas for growth, enhanced service delivery, and efficiency improvements through the effective utilization of advanced analytical tools (e.g., , attrition dashboard, opportunity analytics).


• Drive the adoption and optimization of data-driven approaches and analytical tools for client insights, opportunity identification, and programmatic coverage of clients.

Required Qualifications:

• Bachelor's degree in Business, Finance, Economics, or a related field.


• 7+ years of progressive experience in client relationship management, trade finance, or a related banking domain, with a substantial portion in a senior client-facing capacity.


• Demonstrated strong track record of successfully building and maintaining robust client relationships and originating significant business opportunities, particularly in a proactive sales-oriented environment.


• Deep expertise and comprehensive understanding of Trade Finance products, including Letters of Credit (LCs), Standby Letters of Credit (SBLCs), and Guarantees, with an emphasis on a 360-degree client view.


• Exceptional communication, negotiation, and presentation skills, capable of influencing decisions and articulating complex financial solutions effectively, and comfortable initiating sales conversations.


• Strong analytical acumen and strategic thinking capabilities, with the ability to interpret complex data from various tools to foresee market trends and client needs, and drive programmatic client engagement.


• Proven ability to lead, coach, and mentor junior team members, contributing to team skill development and overall performance.

Preferred Qualifications:

Proven experience in a Client Relationship Management (CRM) portfolio leadership role, with experience managing diverse client segments like "Trade 500", "Priority Growth", and "Long Tail".

Extensive and up-to-date knowledge of Citi's global Trade Product suite and broader market trends, including practical experience with Instaquote and Banker Direct Access (BDA).

Experience in strategic client segmentation and engagement models to maximize untapped wallet and reduce attrition.

#LI-KL2

Job Family Group:

Operations - Transaction Services

Job Family:

Cash Management

Time Type:

Full time

Primary Location:

Tampa Florida United States

Primary Location Full Time Salary Range:

$93,440.00 - $140,160.00

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.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

Sep 07, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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