Relationship Banker with Client Account Management Responsibilities
hace 4 semanas
The Relationship Banker is a developing professional role at Citi. This position requires specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data to identify policy gaps and formulate policies.
Responsibilities:
- Client Account Management - Review client needs and asset allocation, proactively engage with clients to validate understanding of their needs.
- Advise clients to enrich relationships by mobilizing additional funds and selling fee-based products/services based on current and future client needs.
- Review product penetration for assigned client base, identify potential clients who can be sold tailored products to enhance product penetration.
- Ensure coverage of all relationships through customer engagements, risk profiling, and financial planning.
- Organize client events to enhance client bonding.
Requirements:
- 0-2 years relevant experience
- Ability to manage relationships both internal and external; ability to multi-task
- Mandatory certifications as required for selling financial products
Salary: $60,000 - $80,000 per year
Citi offers a range of benefits, including competitive salary, comprehensive health insurance, 401(k) matching program, and opportunities for career growth and development.
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