Strategic Digital Client Relationship Manager

hace 4 días

Xico, México Citigroup Inc. A tiempo completo

Digital Client Relationship Management

The role of the Digital Relationship Manager at Citigroup Inc. involves staying updated on industry developments, contributing to strategic direction by considering applications in own job and business. As a recognized technical authority, the individual provides basic commercial awareness and subject matter expertise. Effective communication and diplomacy skills are necessary for guiding, influencing, and convincing others, particularly colleagues in other areas and occasional external customers. The position significantly impacts the area through complex deliverables, providing advice and counsel related to technology or operations of the business.

Key Responsibilities

  • Deepen relationships with clients by proactively owning, responding to, uncovering, and anticipating their future needs, roadblocks, or risks and expectations.
  • Introduce solutions to clients in building and strengthening an effective portfolio.
  • Work with product specialists and subject matter experts to structure innovative and customized solutions meeting clients' individual needs.
  • Collaborate with Case Manager on the onboarding and retention of clients, ensuring the appropriate "Know Your Client" (KYC) and other compliance deliverables are met.
  • Identify cross-sell opportunities to deepen and increase share of wallet.
  • Maximize client experience by proactively sharing market updates, trends, and intelligence.
  • Drive innovation in the solutions provided to clients and further develop the business where necessary and appropriate.
  • Network with clients to identify avenues for new business opportunities.
  • Administer the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes.
  • Ensure compliance with regulatory requirements and Citigroup's policies/guidelines at all times.

Qualifications

  • 6-10 years of experience.
  • Sound knowledge of banking and investment products and processes as well as a track record of providing sound banking and financial advice and solutions to clients.
  • Sound credit skills by being able to structure more complex deals, which can include capital market transactions.
  • Advanced level of Early Warning Detection skills.
  • Advanced credit skills; able to structure all types of credit deals.
  • Ability to work effectively in a team setting.
  • Ability to coordinate multi-functional teams to provide an exceptional client experience.
  • Excellent interpersonal, communication, and influencing skills (e.g., negotiation, consultative skills, leadership).
  • Ability to work under pressure while making sound decisions.
  • Highly focused, able to rapidly identify key priorities, clearly communicate the priorities.
  • A proactive approach in looking for ways in strengthening business relationships with clients, delivering a simple, secure, and seamless client experience.
  • Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients' needs.
  • Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients.
  • Able to quickly adapt priorities based on the latest data insights.

Education

  • Bachelor's/University degree, Masters degree preferred.
  • Advanced English proficiency.
  • Experience required dealing with digital clients.

Contact Information

Please note that the job reference number has been removed for security purposes.

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