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About the Role

This role supports Corporate Bankers in originating and onboarding clients for Treasury & Trade Services (TTS) products. The position acts as a client advocate, managing the Citi network across over 100 countries to ensure client satisfaction and serving as a primary point of contact for clients and internal teams.

Responsibilities

• Support Corporate Banking team with account opening
• Input CRM deal
• Work with the Account Service team
• Work with billing team if/when pricing issues arise
• Channel Services - Citidirect, CitiConnect, File Needs
• Engage regional team, when required
• Handle queries on other TTS products – cards, receivables, liquidity structures, trade finance products, Worldlink, security accounts
• Account closure
• Work in partnership with TTS Products and provide relevant support, and drive completion of projects
• Co-ordinate and oversee in partnership with Operations updating customer account and/or product structures
• Act as an escalation point for Clients on Account and TTS related items, liaising with the internal teams where needed to ensure Operations and Product are taking the appropriate steps, and responsibility to resolve items raised by the clients
• Escalate internally when required
• Be the interface between the KYC Analyst and the CEs
• Work to ensure CITIKYC/AML requirements are met for new business opportunities
• Work in partnership with Operations and Implementations to ensure deals implemented and support provided to the client
• Work in partnership with Trade Implementations for the issuance and associated documentation for Guarantee’s/LCs
• Provide support where necessary for the coordination of RFP’s

Requirements

• Highly motivated person to support Bankers and the existing RA team
• Demonstrate the ability to exercise sound judgement and use initiative, but know when to refer, ensuring Bankers are able to focus on the marketing effort and revenue generation
• Knowledge of/experience base in corporate banking is an advantage

Skills

• Analytical – Assimilating new information quickly and relating it to the needs of the client base
• Organizational – Demonstrates strong organizational skills, awareness around priority of tasks and ability to work independently
• Communication – Constantly demonstrates clear and concise written and verbal communication
• Interpersonal skills/Networking - able to create and sustain good personal contacts within the team and among Citi’s networks
• Proactive – Prepared to take initiative and to follow issues through, while exercising judgment as to when to seek assistance
• Consistently client focused and result- oriented
• Team player – Being able to work in partnership with other individuals on day-to-day and long-term projects

Work Type

• Full time

Education Level

• Bachelor’s degree/University degree or equivalent

About the Company

• Citi is an equal opportunity employer

Equal Opportunity

• qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law
• If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi
• View Citi’s EEO Policy Statement and the Know Your Rights poster