Chihuahua Financial Relationship Specialist
hace 1 semana
The Citigold Relationship Banker is a developing professional role at Citi, where you will deal with most problems independently and have some latitude to solve complex issues. Integrating in-depth specialty area knowledge with a solid understanding of industry standards and practices is key to success in this position. You will need a good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family.
**Job Overview:**
This full-time position requires a 2-5 years relevant experience and a Bachelor's/University degree or equivalent experience. As a Relationship Banker, you will be responsible for managing client relationships both internal and external, multi-tasking, and ensuring that KYC/AML and other compliance norms are strictly adhered to.
**Responsibilities:**
Client Account Management
- Review CG customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs.
- Advise CG customers to enrich the relationships by mobilizing additional funds and selling other fee-based products/services based on the current and future customer needs.
- Review product penetration for the assigned client base, identify potential CG customers who can be sold tailored products to enhance product penetration
- Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
- Organize CG customer events to enhance customer bonding.
- Acquire new CitiGold customers through converting referral leads.
**Qualifications:**
The ideal candidate should have:
- Ability to manage relationships both internal and external; Ability to multi-task
- Mandatory certifications as required for selling financial products
**Compensation and Benefits:**
The estimated salary range for this position is between $60,000 and $80,000 per year, depending on location and experience. Citi offers a competitive benefits package, including medical, dental, and vision insurance, 401(k) matching, and paid time off.
**What We Offer:**
Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. We are committed to diversity, equity, and inclusion in the workplace.
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