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Job Overview

The Trade Service Manager AVP -Middle Office is an intermediate level role responsible for ensuring transactions are processed accurately and on time in coordination with the Transaction Services team. The overall objective is to apply in-depth knowledge, and contribute to the development of new techniques / processes for cash management operations.

Responsibilities:

• Provide expert transaction input for deliverables from internal and external clients and vendors
• Contribute to special projects and provide feedback for all project related activities as directed
• Contribute to the development of new techniques and processes within cash management
• Develop and recommend strategic decisions based off in-depth comprehension of how the Cash & Trade Operations team interacts with others business unites in accomplishing objectives
• Influence decisions through advice, counsel and/or facilitating others in area
• Evaluate moderately complex issues with substantial potential impact
• Provide informal guidance or on-the-job-training to new team members
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 5-8 years of experience in a related role to cash and trade operations and management
• Effective verbal and written skills
• Effective communication and analytical skills

Education:

• Bachelors/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

• 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.

• 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 and ensure efficient online deal closure.

  Collaborate seamlessly with the Sales team by strategically referring to 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.

  Qualifications:

  5-8 years of experience in a related role to cash and trade operations and management

  Effective verbal and written skills

  Effective communication and analytical skills

• Education:

  Bachelors/University degree or equivalent experience

  This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

  Required Qualifications:

  Bachelors 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.

  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.

  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

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Job Family Group:

Operations - Transaction Services

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Job Family:

Cash Management

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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