Charlie Donaldson
Relationship Manager @Citi
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WORK HISTORY
Relationship Manager @Citi
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
Wilmington University
Bachelor of Science, Finance
SKILLS
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.
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