The Software coverage team within Citi's DT&C national vertical group is looking to expand its coverage of US-headquartered software companies generating annual revenues between $100MM and $3BN. The Banker will be responsible for originating and managing client relationships, driving growth, and identifying cross-sell opportunities within this sector.
Requirements
- 10+ years of experience in Commercial Banking with technology client exposure
- Active FINRA Licensing, 79, 63 and SIE or ability to obtain once onboard
- Sound knowledge of banking and investment products and process
- 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
Responsibilities
- Originate, manage, and grow new, multi-product and multi-country client relationships.
- Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward.
- Drive complex multi-product solutions across multiple geographies, such as regional cash management solutions, coordinated hedging solutions and Capital raising solutions, etc.
- Work closely with Credit Loan Management and Independent Risk to ensure the establishment of new credit relationships as well as the monitoring of the existing credit portfolio.
- 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
- Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes
Other
- Self-starter with a team player mindset – proven track record of robust new client acquisitions and sound risk management
- 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
