Cash and Trade Processing Senior Analyst

AVP, Middle Office - Client Relationship Manager

The AVP, Middle Office - Client Relationship Manager will be a pivotal client-facing individual responsible for nurturing day-to-day relationships within a dedicated portfolio of existing clients, with a particular focus on "Long Tail" clients (as per the bank's segmentation). This role emphasizes proactive engagement, expertly addressing client inquiries related to Trade Import/Export Letters of Credit (LCs), Standby Letters of Credit (SBLCs), and Guarantees. A key aspect of this role involves identifying and initiating discussions for potential new trade finance opportunities and actively contributing to attrition reduction, acting as a crucial link between clients and Citi's comprehensive trade solutions.

Key Responsibilities:

• Serve as the primary point of contact for a designated portfolio of existing clients, efficiently managing daily inquiries concerning Trade Import/Export LC, SBLC, and Guarantees.
• Cultivate and sustain robust client relationships, gaining an in-depth understanding of their ongoing trade finance requirements and contributing to attrition reduction.
• Proactively engage with clients to pinpoint opportunities for new trade finance deals and tailored solutions, maintaining a 360-degree view of their import and export activities.
• Initiate conversations with clients to explore potential new business; for simple opportunities, facilitate accurate price quoting using internal tools and ensure efficient online deal closure.
• Collaborate seamlessly with the Sales team by strategically referring complex new deal opportunities for further development and specialized handling, fostering closer integration between sales and operations.
• Utilize internal data and analytical tools (e.g., facility utilization, pipeline, attrition dashboards, Banker Direct Access - BDA) to identify client needs, monitor performance, and inform engagement strategies.
• Deliver exceptional client service, ensuring the timely and accurate resolution of all inquiries while maintaining high standards of client satisfaction.
• Continuously develop and maintain a strong understanding of Citi Trade Product solutions to effectively address client needs.

Required Qualifications:

• Bachelor's degree in Business, Finance, Economics, or a closely related field.
• 3-5 years of progressive experience in client-facing roles within the banking, finance, or trade industries.
• Demonstrated strong client-facing skills, characterized by a proactive, personable, and service-oriented approach.
• Solid familiarity with Trade Finance/Documentary Trade products, including Letters of Credit (LCs), Standby Letters of Credit (SBLCs), and Guarantees.
• Experience or comfort with utilizing data and analytical tools for client insights and opportunity identification.
• Excellent verbal and written communication skills, capable of conveying complex information clearly and concisely.
• Ability to thrive and work effectively in a dynamic, fast-paced, and highly client-centric environment, contributing to the holistic intensity sales model.
• Strong problem-solving abilities coupled with meticulous attention to detail.

Preferred Qualifications:

Prior experience operating within a Client Relationship Management (CRM) portfolio model, especially with "Long Tail" client segments.

Comfortable and proficient in initiating sales conversations and proactively offering product solutions for both import and export trade activities.

In-depth knowledge of Citi's specific Trade Product solutions and experience