Charlie Donaldson
Relationship Manager - Citi Commercial Bank
- Role
- Relationship Manager at Citi
- Location
- Newark, DE, US
- LinkedIn followers
- 500 followers
About Charlie Donaldson
Dynamic finance professional with extensive management experience in commercial banking, now bringing that expertise to client relationship management as a CSG Relationship Manager at Citi. Proven track record of leading and developing high-performing teams, with a focus on process optimization and client service excellence. Over a decade of experience driving strategic initiatives, enhancing client experiences, and managing treasury implementation projects.In my current role, I partner with clients to deliver tailored financial solutions, identify growth opportunities, and structure innovative deals that balance risk and reward — while ensuring full regulatory compliance and sound credit risk management.Skilled in implementing innovative solutions to streamline operations and improve service delivery. Adept at collaborating with cross-functional teams to align business strategies with client needs. MBA in Finance with a strong background in financial management, banking product expertise, and regulatory compliance. Committed to fostering a culture of continuous improvement and operational excellence.
Experience
Relationship Manager
Mar 2026 — Present · Philadelphia, PA, US
In this roll, I partner with clients to deliver tailored financial solutions, deepen strategic relationships, and drive portfolio growth. My focus spans client onboarding, cross-sell opportunity identification, compliance, and credit risk management — working closely with product specialists, senior relationship managers, and internal teams to structure innovative deals that balance risk and reward.
Education
Wilmington University
MBA, Finance
2007 — 2009
Wilmington University
Bachelor of Science, Finance
2004 — 2006
Skills
- Financial Advisory
- Roth Ira
- Cash Management
- Economics
- Equity Indexed Annuities
- Microsoft Powerpoint
- Financial Risk
- Strategic Planning
- Financial Planning
- Whole Life
- Creative Problem Solving
- Investments
- Securities
- Estate Planning
- Public Speaking
- Investment Strategies
- Management
- 529 Plans
- College Savings Plans
- Leadership
- Financial Analysis
- Microsoft Word
- Customer Service
- Accounting
- Iras
- Social Networking
- Financial Services
- Small Business
- Social Media
- Life Insurance
- Finance
- Retirement Income Strategies
- Microsoft Excel
- College Education Planning
- Financial Statement Analysis
- 401k Rollovers
- Retirement
- Strategic Financial Planning
- Indexed Annuities
- Microsoft Office
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