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About the Role

This Commercial Banker position is within the Digital Technology & Communications Mid‑Corporates team, focusing on U.S.-headquartered startup/early-stage software companies. The role involves new business development, identifying cross-sell opportunities, delivering client-centric solutions, and achieving growth targets. The banker will provide industry insights and collaborate with cross-functional teams to ensure a holistic client experience.

Responsibilities

Drive new client acquisition across the software sector, with a primary focus on venture-backed companies starting at Series A and beyond.
Build and scale a high-quality book of business by proactively targeting early-stage, high-growth companies and their investor ecosystems.
Develop and execute outbound business development strategies, including direct client outreach, VC/PE partnership development, and referral channels.
Represent the bank at industry conferences, founder events, and venture community forums to originate and develop new client relationships.
Call on clients to deepen relationships and proactively own, respond to, uncover, and anticipate future needs, roadblocks, or risks and expectations.
Introduce solutions to clients in building and strengthening an effective portfolio.
Work with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs.
Work closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met.
Identify cross-sell opportunities to deepen and increase share of wallet.
Maximize client experience by proactive sharing of market updates, trends, and intelligence.
Drive innovation in the solutions provided to clients and further develop our business where necessary and appropriate.
Execute strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB).
Network with clients to identify avenues for new business opportunities.
Administer the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes.
Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times.
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.

Requirements

10+ years of experience
FINRA 79, 63, and SIE or ability to obtain once on board
Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients
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
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
Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
Accountable for significant direct business results or authoritative advice regarding the operations of the business.
A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience
Ability to embrace new technology and understand the role digital plays in the experience delivered for clients
Able to quickly adapt priorities based on the latest data insights

Skills

Banking
Investment products
Financial advice
Credit skills
Early Warning Detection
Credit deal structuring
Credit process knowledge
Teamwork
Interpersonal skills
Communication skills
Influencing skills
Negotiation skills
Consultative skills
Leadership
Decision-making under pressure
Prioritization
Accountability
Client relationship management
Digital technology adoption

Location

San Francisco California United States

Work Type

Full time

Experience Level

10+ years of experience

Education Level

Bachelor’s/University degree
Masters degree preferred

Salary/Compensations

$192,000.00 - $288,000.00

Benefits

Discretionary and formulaic incentive and retention awards
Medical coverage
Dental coverage
Vision coverage
401(k)
Life insurance
Accident insurance
Disability insurance
Wellness programs
Paid time off packages
Planned time off (vacation)
Unplanned time off (sick leave)
Paid holidays

About the Company

Citi is an equal opportunity employer.

Equal Opportunity

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.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.