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Banking & Finance jobs

Citibank
25Jan
Relationship Manager
Citibank   via Glassdoor

The Relationship Manager is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Relationship Manager also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our    Read more

clients by formulating investment strategies and raising capital for clients.

Responsibilities:

Expand a portfolio of accounts with varying/complex financial needs with the objective of revenue growth and good credit quality in line with Citis credit standards, policies and processes

Identify customer needs and recommend solutions to address these needs, such as financing, streamlining of cash management operations, foreign currency solutions, etc.

Cross-sell banking products, including cash management, trade finance, trade services, structured trade products, foreign exchange, commodities, fixed income, loans (including syndicated, bilateral) and capital market products

Responsible for all credit aspects of the relationship including annual reviews, early problem recognition and remedial management

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

5-8 years of experience

MBA or Master's degree in Business preferred

Proven and progressive related lending/credit experience or equivalent product experience

Demonstrated credit skills, including a background in credit

Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products preferred

Comprehensive knowledge of Corporate Banking business including related products, pertinent regulations and the lending and credit approval process

Consistently demonstrate clear and concise written and verbal communication

Proven analytical, planning, negotiation, and organizational skills

Series 7 and 63 licenses preferred

Education:

Bachelor's degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - SG

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Time Type :Full time

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Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. 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 CLICK HERE.

To view the "EEO is the Law" poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.

To view the EEO Policy Statement CLICK HERE.

To view the Pay Transparency Posting CLICK HERE.

Skills
Citibank N.A.
24Jan
Country Consumer Bank In-Business Compliance Risk Manager
Citibank N.A.   via Citibank N.A.



The Compl Bus Control Sr Manager accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and industry expertise within a defined area. Contributes to standards around which others will operate. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness. Developed communication and diplomacy skills are    Read more

required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Has responsibility for volume, quality, timeliness and delivery of end results of an area. May have responsibility for planning, budgeting and policy formulation within area of expertise. Involved in short-term planning resource planning. Full management responsibility of a team, which may include management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations and may include budget approval.

Responsibilities:

Manage and drive the incident management process from Start to Finish.

Produce the weekly Incident Management Report communicated with all senior leaders in supported Lines of Business.

Facilitates and ensures Issue Management Quality Standards are met for issues documented

Act as the Single point of Contact for issue metrics.

Transform raw data into useful metrics and reportable information for senior leadership.

Develops and produces issue and incident metrics for Senior Leadership on a weekly, monthly and quarterly basis.

Perform quality assurance over issues being reported on multiple executive level reports to include Monthly Operations Decks and Weekly Control Decks.

Leverage communication and influencing skills to guide issue and corrective action plan owners and issue managers during times of distress during the issue management process.

Keeps abreast of the organization’s operational processes and best practices for business strategy.

Build partnerships with supported Line of Businesses Operations leaders, process owners, client experience leaders, control leaders, and Training, so that efforts are aligned with strategy and department efforts, regular two-way communication exists, downstream impacts are considered and business solutions are optimized.

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

Ability to run and manage conference calls with business partners, technology and functional peers from multiple disciplines to reach a common goal.

Prefer experience of Transactions Services functional knowledge

Proficient with the iCAP system, experience with Cognos is a plus.

6-10 years of experience

Education:

Bachelor’s/University degree or equivalent experience, potentially Masters degree

Overview:

Reporting to the Country CBORC Head, the Consumer Bank In-Business Compliance Risk Manager is responsible for guiding the Consumer Bank business to effectively identify and mitigate regulatory risks at every point in the end-to-end process to operate within the approved risk appetite. The scope of this responsibility encompasses all laws, regulations, and internal policies applicable to the Consumer Bank business. Across each area of responsibility, the candidate will operate in close partnership with the 2nd line of defense (in particular, Independent Compliance Risk Management, Legal and Independent Operational Risk Management) responsible for challenging and monitoring business adherence with all laws, regulations and rules and internal policies. The candidate will collaborate with Businesses and Functional Teams to ensure regulation risks are adequately managed end-to-end, rather than within functional silos.

Key responsibilities include:

Actively collaborating with business leaders to identify, evaluate, and manage regulatory adherence risks arising from the definition of business strategy, development of new products and services, changes in regulations or internal policies, or from business-led changes. This involves promoting a culture of responsible business innovation with a strong emphasis on demonstrable regulatory adherence through key risk and controls monitoring.

Educating and providing guidance to business leaders and process owners on required regulatory obligations and contributing to the end-to-end development of controls and monitoring to ensure they are designed to adhere with applicable regulations. This includes active leadership and engagement during the scoring of inherent risk, and the performance of control and monitoring design assessments to ensure identified regulatory risk is well understood and addressed.

Continuously evaluating and driving the maintenance of the regulatory inventory linkage to supporting controls in Citi’s system of record so that management can effectively demonstrate adherence to applicable laws and regulations through the Manager’s Control Assessment program.

Conducting an annual evaluation of Regulation Risk for inclusion in the MCA Annual Risk Assessment.Evaluating Regulation Risk Control performance to identify and escalate high residual risks and those breaching their defined risk appetite.Creating and publishing a 1st line state of regulatory adherence report for senior management and recommending corrective actions and improvements required to mitigate the identified risks.

Proactively identifying business opportunities to improve regulation risk management, prioritizing reviews to uncover root causes and unknown drivers of risk. The candidate will analyze data and findings to define and present clear, concise recommendations to business leaders to strengthen their ability to make impactful strategic decisions, policy and procedure improvements, and other business strategies.

Developing strong relationships with Business, Operations & Technology leadership and partners in 2nd and 3rd lines of defense and engage with them to reduce and mitigate regulation risk. The candidate will also partner with MCA Management Teams in the continuous enhancement of regulation controls and monitoring. This includes engaging with Assessment Unit (AU) leads and process owners to develop requirements to automate controls and digitize monitoring where appropriate.

Guiding and directing the MCA Management Team and process owners across Business, Operations, and Technology on establishing permanent audit readiness activities that effectively demonstrate adherence to applicable regulatory obligations.This includes providing guidance to or participating in targeted review teams, and engaging with Internal Audit and Compliance Assurance over potential regulatory findings.

Oversee the implementation of Citi Privacy and Confidentiality Policy and Standards.Coordinate with Privacy Notice owners to maintain inventory of Privacy Notices and Choices, and relevant business procedures, and perform Privacy Impact Assessment.The candidate will also partner with Legal and the Privacy Officer to ensure business adherence to Privacy laws including those with extra-territorial impact, e.g. GDPR and CCPA.

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Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Citigroup Inc. and its subsidiaries ('Citi”) invite all qualified interested applicants to apply for career opportunities. 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 CLICK HERE.

To view the 'EEO is the Law' poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.

To view the EEO Policy Statement CLICK HERE.

To view the Pay Transparency Posting CLICK HERE.

Skills
Citibank
24Jan
Corporate Banking, 2020 Summer Analyst
Citibank   via Glassdoor

You're the brains behind our work.

Youre ready to bring your knowledge from the classroom to the boardroom, and Citi wants to help you get there. Whether its honing your skills or building your network, we know that success cant come without growth. Our programs equip you with the knowledge and training you need to play a valuable role on your team, and establish a long-term career here. At    Read more

Citi, we value internal mobility, and career growth is not a question of if, but when. Citis Institutional Clients Group (ICG) is looking for Summer Interns to join the Corporate and Investment Banking team in Asia Pacific. Citis Corporate and Investment Bank is a leading provider of financial services to top-tier multi-national clients around the globe, serving the financial needs of the world's preeminent corporations and financial institutions. The Corporate and Investment Banking group advises corporate clients who want to raise funds in capital markets and who need strategic support in financial transactions. Initiatives you may be working on with clients include mergers, acquisitions, divestitures, financial restructurings, underwriting, and distributing equity, debt, and derivative securities. As a Summer Analyst, you will join an intensive ten-week program where you will receive in-depth education on a variety of these topics to learn the fundamentals of the Analyst role and introduce you to Citis culture.

Skills
Citibank N.A.
24Jan
Client Service Officer-09
Citibank N.A.   via Citibank N.A.



The Client Service Officer is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis    Read more

of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.

Responsibilities:

Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams.

Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards as well as timely.

Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution.

Coordinate account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers.

Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.

Proactively arrange and participate in client visits and perform service quality check-in calls to clients.

Obtain banker/client appointments to build upon existing or establish new relationships.

Identify and document new business opportunities for referral to banker or product specialist.

Perform responsibilities through proficient use Citi applications. Participate in service related process improvements.

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

Previous relevent experience preferred

Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients

Ability to problem solve and analyze data with demonstration of attention to detail •Strong verbal and written communication skills

Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience

Knowledge of investments, banking, and credit products

US: Licenses: Series 7/63 or 7/66 or willing to acquire within 120 days

Education:

High School diploma or equivalent

-------------------------------------------------Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - SG

------------------------------------------------------Time Type :Full time

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Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Citigroup Inc. and its subsidiaries ('Citi”) invite all qualified interested applicants to apply for career opportunities. 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 CLICK HERE.

To view the 'EEO is the Law' poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.

To view the EEO Policy Statement CLICK HERE.

To view the Pay Transparency Posting CLICK HERE.

Skills
Citibank N.A.
24Jan
Consumer Product Sales Analyst 1-9
Citibank N.A.   via Citibank N.A.



The Product Sales Analyst 1 is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the    Read more

analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.

Responsibilities:

Communicate daily market update and trading strategic plan for clients and individual sales staff.

Provide guidance to customers by identifying financial gaps in their current wealth or asset allocation and to introduce suitable products.

Communication on banking (FX, Insurance, etc) products through daily interactions.

Enhance product knowledge and sales technique to branch colleagues on particular products by regular market update and technical analysis.

Work with Branch Managers to set plan to meet financial commitment.

Responsible for driving bankers to meet team goals.

Strictly abide by the requirements of compliance & internal control on sales activities.

Maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience.

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

Previous banking experience preferred

Education:

Bachelor’s/University degree or equivalent experience

-------------------------------------------------Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - SG

------------------------------------------------------Time Type :Full time

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Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Citigroup Inc. and its subsidiaries ('Citi”) invite all qualified interested applicants to apply for career opportunities. 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 CLICK HERE.

To view the 'EEO is the Law' poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.

To view the EEO Policy Statement CLICK HERE.

To view the Pay Transparency Posting CLICK HERE.

Skills
Citibank N.A.
24Jan
Architecture Group Manager
Citibank N.A.   via Citibank N.A.



The Architecture Group Manager is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. Requires a comprehensive understanding of multiple areas within a function and how they interact in order to achieve the objectives of the function. Applies in-depth understanding of the business impact of technical contributions. Strong commercial awareness is a necessity. Generally accountable for delivery of a full range of    Read more

services to one or more businesses/ geographic regions. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the end results of an area. Exercises control over resources, policy formulation and planning. Primarily affects a sub-function. Involved in short- to medium-term planning of actions and resources for own area. Full management responsibility of a team or multiple teams, including management of people, budget and planning, to include performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval.

Responsibilities:

Manages multiple architectural teams or an architecture functional area (depending on size of business).

Evaluates subordinates' performance and makes recommendations for pay increases, promotions, terminations and other personnel actions.

Develops the architectural strategy for a group (portfolio) of IT systems.

Develops and recommends solutions that conform to enterprise standards.

Develops technological and business application portfolio road maps, based on emerging technologies and market trends/direction.

Responsible for all technical directions and decisions based on technical expertise, experience, vision and market directions.

Supports the business/clients in evaluating and articulating the technical benefits of a solution to stakeholders.

Analyzes and evaluates strategic technologies offered by vendors.

Exhibits sound understanding of theories and practices in architecture and multiple related areas.

Has in depth understanding of how architecture integrates within technology and has commercial awareness.

Shares responsibility for budget, policy formulation and planning.

Requires evaluative judgment based on analysis of factual information in complicated or novel situations; uses multiple sources of information.

Impacts engineering through responsibility for planning, finances/ budget, end results and setting of policies.

Influences and negotiates with senior leaders (across functions); may communicate and negotiate with external parties.

Performs other job duties and functions as assigned

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

10+ years relevant experience

Consistently demonstrates clear and concise written and verbal communication

Management and prioritization skills

Ability to develop working relationships

Ability to manage multiple activities and changing priorities and work under pressure to meet tight deadlines

Self-starter with ability to take the initiative and master new tasks quickly

Methodical, attention to detail

Education:

Bachelor’s/University degree or equivalent experience, potentially Masters degree

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Citigroup Inc. and its subsidiaries ('Citi”) invite all qualified interested applicants to apply for career opportunities. 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 CLICK HERE.

To view the 'EEO is the Law' poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.

To view the EEO Policy Statement CLICK HERE.

To view the Pay Transparency Posting CLICK HERE.

Skills
Citibank N.A.
24Jan
Credit Portfolio Sr Manager
Citibank N.A.   via Citibank N.A.



The Credit Portfolio Senior Manager is a senior management-level position responsible for accomplishing results through the management of a team or department to monitor the Citi portfolio and identify credit migration in coordination with the Risk Management team. The overall objective of this role is to lead the management of Citi's portfolio exposure to client and counterparties globally.

Responsibilities:

Maintain compliance with Citibank credit policies/practices, regulatory policies and prepare, update,    Read more

and ensure approval of all internal policy and procedure changes, keeping proper change and approval logs

Conduct managerial responsibilities, including coaching/mentoring, performance management and evaluation (including managing the Review the Reviewer process), work assignment management and resource/capacity management, monitoring and escalating as needed

Continuously identify process improvements and efficiencies to support business unit goals through dissecting issues and making recommendations

Monitor daily queue dashboard and production reports and address production and/or pipeline management issues, serving as a an escalation point of contact for these and SLA related issues with the goal of enhancing customer experience

Conduct analyses related to policy (e.g., benefits tracking), bureau and alternate credit information, risk and reward trade-off, etc. by leveraging data and creating ad-hoc analyses/management information systems (MIS)

Identify business opportunities, develop credit tests and risk strategies, balancing risk and return, and work with cross-functional teams to ensure flawless execution of policy tests and strategies

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

6-10 years of experience with analytical or data manipulation tools (e.g., SAS, SQL, R, SPSS)

Experience with econometric and statistical modeling or application risk scoring

Experience in big data with knowledge of probabilities/distributions, building decision trees and regression models

Proficiency in MS Office

Proven ability to derive patterns, trends and insights, perform risk/reward trade-off analyses and connect these analytics to business impacts

Demonstrated quantitative, presentation and analytic skills

Consistently demonstrate clear and concise written and verbal communication

Education:

Bachelor's degree/University degree or equivalent experience

Master's degree preferred

This individual will be part of a dynamic consumer risk management team, with main responsibility and oversight over Credit Risk Model Management for Assets Portfolio, including score model and non-score development, approval, inventory, validation and performance review.In addition, the incumbent will also manage CCAR (Comprehensive Capital Analysis & Review) stress testing and model development as well as being Country Basel Manager. The incumbent will be responsible for roll-out of key projects like Retail Risk Target State (RRTS).

-------------------------------------------------Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - SG

------------------------------------------------------Time Type :Full time

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Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Citigroup Inc. and its subsidiaries ('Citi”) invite all qualified interested applicants to apply for career opportunities. 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 CLICK HERE.

To view the 'EEO is the Law' poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.

To view the EEO Policy Statement CLICK HERE.

To view the Pay Transparency Posting CLICK HERE.

Skills
Citibank N.A.
24Jan
Consumer Product Sales Analyst 1-9
Citibank N.A.   via Citibank N.A.



The Product Sales Analyst 1 is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the    Read more

analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.

Responsibilities:

Communicate daily market update and trading strategic plan for clients and individual sales staff.

Provide guidance to customers by identifying financial gaps in their current wealth or asset allocation and to introduce suitable products.

Communication on banking (FX, Insurance, etc) products through daily interactions.

Enhance product knowledge and sales technique to branch colleagues on particular products by regular market update and technical analysis.

Work with Branch Managers to set plan to meet financial commitment.

Responsible for driving bankers to meet team goals.

Strictly abide by the requirements of compliance & internal control on sales activities.

Maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience.

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

Previous banking experience preferred

Education:

Bachelor’s/University degree or equivalent experience

-------------------------------------------------Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - SG

------------------------------------------------------Time Type :Full time

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Citigroup Inc. and its subsidiaries ('Citi”) invite all qualified interested applicants to apply for career opportunities. 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 CLICK HERE.

To view the 'EEO is the Law' poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.

To view the EEO Policy Statement CLICK HERE.

To view the Pay Transparency Posting CLICK HERE.

Skills
Citibank N.A.
24Jan
Associate Banker - Private Bank
Citibank N.A.   via Citibank N.A.



The Associate Banker Intermediate is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires    Read more

attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:

Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments

Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events

Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.

Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports

Assist the Banker in deepening the existing client relationship through deep-dive analysis

Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker

Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.

Provide complete service support to client, including solving complex client inquiries

Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

2-5 years relevant experience

Knowledge of investments is required; banking and credit products desirable

Ability to manage relationships both internal and external; ability to multi-task

Fluency in Mandarin preferred

Education:

Bachelor's/University degree or equivalent experience

CACS Paper 1 and Paper 2 qualification

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------------------------------------------------------Time Type :

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Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Citigroup Inc. and its subsidiaries ('Citi”) invite all qualified interested applicants to apply for career opportunities. 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 CLICK HERE.

To view the 'EEO is the Law' poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.

To view the EEO Policy Statement CLICK HERE.

To view the Pay Transparency Posting CLICK HERE.

Skills
Citibank N.A.
24Jan
GCG Universal Service Banker Senior
Citibank N.A.   via Citibank N.A.



The Service Analyst 2 is an intermediate position responsible for workflow analysis of departmental systems, workforce and procedures in coordination with the Customer Service function. The overall objective is to ensure accurate reporting and compliance across all product lines.

Responsibilities:

Design and analyze moderately complex reports to satisfy management requirements

Write specifications for new report programs, spreadsheets and other devices to produce reports

Develop and prepare reports and records relating to a    Read more

particular project

Provide basic assistance within a specific section of the company's customer service function

Develop and maintain working knowledge of industry practices and standards

Recommend appropriate actions to resolve identified problems, as needed

Apply knowledge of how business teams interact with others in accomplishing Customer Service goals and assist with identifying policy gaps and formulating policies

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

0-2 years of experience in a related role

Basic level of experience in a related role (combination of education/experience)

Ability to exchange information in a clear and concise way

Effective verbal and written communication skills

Demonstrated ability to remain unbiased in a diverse working environment

Education:

Bachelor’s/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

-------------------------------------------------Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - SG

------------------------------------------------------Time Type :Full time

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Citigroup Inc. and its subsidiaries ('Citi”) invite all qualified interested applicants to apply for career opportunities. 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 CLICK HERE.

To view the 'EEO is the Law' poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.

To view the EEO Policy Statement CLICK HERE.

To view the Pay Transparency Posting CLICK HERE.

Skills