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About the role
Key responsibilities & impact- Builds relationships with client network and operational teams
- Ensures timely completion of Know Your Client (KYC) and other regulatory requirements
- Helps clients to access Citi’s global network
- Works with RMs and product partners to onboard new clients
- Engages with product partners and Citi’s global network to identify revenue opportunities
- Ensures periodic support discussions are held with clients
- Maintains correct client legal and marketing hierarchies
- Partners with Credit Admin team to ensure credit documentation is kept current
- Proactive approach in looking for ways in strengthening business relationship with clients
Requirements
What you’ll need- 6-10 years of relevant experience in a financial services environment
- Demonstrated expertise in Cash Management and Treasury products
- Strong experience in Pipeline and Relationship Management
- Proficiency with Salesforce and CRM (Deal Entry System)
- Proven ability to collaborate effectively with diverse stakeholders
- Exceptional organizational skills
- Strong problem recognition and resolution capabilities
- Highly effective communication skills
- Advanced proficiency in MS Office Suite (Word, Excel, PowerPoint)
Benefits
Comp & perks- medical, dental & vision coverage
- 401(k)
- life, accident, and disability insurance
- wellness programs
- paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Cash ManagementTreasury productsPipeline ManagementRelationship Managementproblem recognitionproblem resolutionMS Office SuiteSalesforceCRM
Soft Skills
collaborationorganizational skillscommunication skills
