Agency & Trust Finance Jobs

1 job found

5mo ago

Transaction and Relationship Manager, VP

Citi Tampa, FL

Tampa, FL

5mo ago Closed

$130k - $195k/yr Full time Manager Agency & Trust Bachelor's Degree

This position is no longer accepting applications (closed Apr 18, 2026).

Job Description

Overview

The role oversees the management and administration of select capital markets and specialized agency transactions, including bond issues, corporate escrow accounts, M&A/Exchange and Paying Agent activities, Medium-term Notes, programs, and Commercial Paper Issuing and Paying Agent capacities. It requires strong client service and problem-solving skills, with the ability to independently manage a transaction workload and client relationships while contributing to special projects.

Responsibilities

Administer day-to-day activities for specialized agency deals such as M&A/Exchange & Paying Agent, Medium-term Notes, programs, and Commercial Paper Issuing & Paying Agent roles.
Collaborate with Sales and Product teams to support existing client relationships and nurture opportunities for new business.
Address client inquiries and coordinate with functional partners on any servicing requirements or issues.
Provide backup coverage to other administrators within the transaction management group.
Support the client lifecycle from acquisition through initial engagement, implementation, and ongoing maintenance of transactions.
Assist clients and other transaction stakeholders (bankers, counsel, lenders, noteholders) with day-to-day activities related to their transactions.
Review and process day-to-day transaction activity.
Answer inquiries from internal and external Agency & Trust clients in connection with transactions.
Adhere to A&T/Citi policies and procedures for client onboarding, deal implementation, account opening, and deal maintenance.
Coordinate with Operations for transaction setup, activity, and reporting; handle inquiries from clients and other stakeholders.
Demonstrate commitment to the bank's reputation and safeguarding Citi, its clients and assets by ensuring compliance with applicable laws and regulations, applying ethical judgment, and escalating and reporting control issues with transparency.
Participate in routine client calls with existing and prospective Agency & Trust customers.

Qualifications and Experience

Minimum five years of Corporate Trust or comparable relevant experience in corporate banking.
Proven experience in deal implementation and ongoing maintenance.
Solid knowledge of Corporate Trust concepts.
Ability to analyze and interpret complex Corporate Trust legal documents.
Capacity to manage a diverse set of internal and external demands.
Ability to work unsupervised and adjust priorities quickly as circumstances dictate.
Ability to work under pressure and meet deadlines or adapt to changing requirements.
Strong problem-solving and decision-making capabilities.
Analytical and influencing skills with clear written and verbal communication.

Education

Bachelor’s degree or equivalent professional experience; Master’s degree is preferred.

Location

Tampa, Florida

Details

Work Type: Full time
Salary Range: $129,840.00 – $194,760.00
Time Type: Full time
Primary Location: Tampa, FL, United States

Benefits and Compensation

In addition to base salary, Citi may provide discretionary and formulaic incentive and retention awards. Citi offers a comprehensive benefits package, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off includes planned vacation, sick leave, and paid holidays. For more detail on Citi benefits, please visit citibenefits.com. Availability of offerings may vary by jurisdiction, job level, and date of hire.

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