Senior Banker, Financial Institutions - Director
Core
Senior relationship management role managing a portfolio of Financial Institution clients (banks, insurers, asset managers, fintechs) to cultivate C-Suite relationships, drive deal origination, and maximize wallet share.
Role type
Senior IC relationship banker (Financial Institutions)
Builds
Episodic pipelines and deals for Financial Institution clients
Domain
Corporate Banking / Financial Institutions
Deliverable
client delivery
Required skills
Credit analytics, financial modelling, cross-selling, risk assessment, compliance, strategic planning, negotiation
Preferred skills
Experience with Financial Institution clients, knowledge of Corporate Banking products and regulations
Technologies
N/A
Responsibilities
Cultivate senior client relationships at C-Suite level; Work with product partners to cross-sell Citi's full spectrum of products; Engage clients on advisory solutions including loans, debt capital markets, derivatives, and cash management; Drive client strategy leveraging Citi's global network; Manage credit, transactional, and franchise risks during deal executions; Evaluate public filings and financial forecasts to produce strategic analyses; Drive content creation and thought leadership discussions.
Seniority
Senior, hands-on IC