*responsibilities*:
- calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations;
- serves as clients' contact point and is responsible for managing internal departments to address any customer service issues;
- introduces solutions to clients in building and strengthening an effective portfolio;
- works closely with case manager on the on-boarding and retention of clients, ensuring the appropriate "know your client" (kyc) and other compliance deliverables are met;
- identifies cross-sell opportunities to deepen and increase share of wallet;
- drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
- supports the senior relationship managers in structuring deals that balance risk and reward;
- maximizes client experience by proactive sharing markets updates, trend and intelligence;
- assists senior relationship manager or team leader in in the research and identification of prospective clients;
- networks with clients to identify avenues for new business opportunities
- prepares /oversees new transaction submissions & annual reviews for the submission to the in-business credit lending management and independent risk department
- actively protects citi's assets and reputation by being the first line of defense from credit risk management perspective
- ensures compliance with regulatory requirements and citi's policies / guidelines at all times
*qualifications*:
- 5-8 years of experience
- sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients
- demonstrates core credit skills
- demonstrates an intermediate level of early warning detection skills
- demonstrates ability to close deals and proficiently manage the credit origination process, gather and maintain credit documentation and monitor accounts
- demonstrates advanced understanding of accounting principles, financial modeling and statement analysis
- ability to work effectively in team setting
- excellent interpersonal, communication and influencing skills
- a self-starter, with positive/can-do approach, embraces changes and is bold;
- high level of energy, enthusiasm and motivation
- highly focused, able to rapidly identify key priorities, clearly communicate the priorities
- passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients' needs.
- a proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience
- 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
- must have a sharp business development focus and demonstrative innovative approaches
*education*:
- bachelor's/university degree or equivalent experience*job family group*:
commercial and business sales
- *job family*:
relationship management
- *time type*:
full time-
- view citi's _eeo policy statement_ and the _know your rights_ poster._