Citigold Relationship Manager - San Gabriel Valley Area

Citigroup Inc.

Position Summary:

The Citigold Relationship Banker will attract, deepen and manage financial relationships with affluent clients. With access to sophisticated products and tools, s/he will utilize a team-based approach to provide holistic solutions to complex financial needs. The Citigold Relationship Banker will provide a differentiated customer experience that supports our Citigold value proposition.

 

Position Responsibilities:

• Identify, build and deepen relationships to gain incremental wallet share of the affluent segment through a superior customer experience.

• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools.

• With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.

• Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.

• Master referral opportunities to grow portfolio. Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.

• Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and CPWM advisor, Small Business Partners, Commercial Banking Relationship Manager, etc)

• Partner with all roles on branch team to ensure all clients have a positive in-branch experience

 

**NOTE** The information listed within this description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position.

Education:

Bachelor's degree in business (preferred) or equivalent work experience

 

Experience/Skills:

• 7+ years financial services experience

• 3+ years sales/service experience to high net worth clients

• Demonstrated knowledge of sophisticated financial services/tools appropriate for affluent market

• Series 6, 63, Life and Health licenses required - with 90 days to obtain Life & Health

• Strong financial and business acumen

• PC skills required, including Microsoft Office

• Strategic planning skills and proven ability to develop successful sales plans

• Demonstrated track record of acquiring and managing portfolio of customers to achieve/exceed challenging sales goals

• Ability to build and leverage strategic working relationships both externally and internally

• High impact communication skills to effectively engage affluent consumers

• Superior service skills/"client first" approach resulting in strong customer loyalty

• Excellent problem solving and decision making skills

• Team orientation with strong collaboration skills and willingness to support all roles on branch team when needed

• Demonstrated adaptability, flexibility, and willingness to work in a changing environment

• Excellent attention to detail

• Strong integrity and professionalism

 

This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. No Relocation Available



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