Job Description
Citibank, N.A. seeks a Mid-Corp Relationship Manager for its Boston, MA location.
DUTIES: Call on clients to deepen relationships and proactively own, respond to, uncover, and anticipate future needs, challenges, risks, and expectations. Introduce solutions to clients to build and strengthen an effective portfolio. Work with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs. Work closely with the Case Manager on onboarding and retaining clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met. Identify cross-sell opportunities to deepen relationships and increase share of wallet. Maximize client experience by proactively sharing market updates, trends, and intelligence. Drive innovation in the solutions provided to clients and further develop the business where necessary and appropriate. Execute strategic initiatives launched centrally at all levels (Gr...
DUTIES: Call on clients to deepen relationships and proactively own, respond to, uncover, and anticipate future needs, challenges, risks, and expectations. Introduce solutions to clients to build and strengthen an effective portfolio. Work with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs. Work closely with the Case Manager on onboarding and retaining clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met. Identify cross-sell opportunities to deepen relationships and increase share of wallet. Maximize client experience by proactively sharing market updates, trends, and intelligence. Drive innovation in the solutions provided to clients and further develop the business where necessary and appropriate. Execute strategic initiatives launched centrally at all levels (Gr...