Banking Relationship Manager
3 days ago
Citigroup Inc. is a global leader in consumer banking, corporate and investment banking, markets and securities, and private wealth management. We provide a wide range of financial services to individuals, corporations, and governments around the world.
Job DescriptionThe Citigold Relationship Banker role involves working closely with clients to understand their financial needs and develop personalized solutions to meet those needs. You will be responsible for managing client relationships, identifying opportunities to grow revenue, and contributing to a positive and inclusive work environment.
Key Responsibilities:- Client Onboarding: Welcome new clients and onboard them onto our platform.
- Client Needs Assessment: Review CitiGold (CG) customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.
- Product Sales: Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee-based products/services based on the current and future customer needs.
- Client Communication: Pro-actively communicate with clients to understand their needs, preferences, and goals.
You will also be responsible for resolving client complaints and issues in a timely and professional manner, growing revenue through cross-selling and upselling, and contributing to a positive and inclusive work environment.
Required Skills and QualificationsWe are looking for experienced professionals with a strong track record of success in sales, account management, or a related field. Ideal candidates will have at least 7 years of experience in a similar role, a proven ability to build and maintain strong client relationships, and excellent communication and problem-solving skills.
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