Full-Time

Wealth at Work

Relationship Officer

Confirmed live in the last 24 hours

Citigroup

Citigroup

10,001+ employees

Global financial services and banking solutions

Fintech
Social Impact
Financial Services

Compensation Overview

$88.4k - $140.4kAnnually

+ Incentive Awards + Retention Awards

Mid

Chicago, IL, USA

Category
Private Equity
Risk Management
Finance & Banking
Required Skills
Customer Service
Requirements
  • 3-7 years of relevant experience
  • Self-motivated and proactive
  • Highly developed attention to detail
  • Ability to manage multiple concurrent deadlines in a dynamic environment and work under tight deadlines
  • Excellent verbal and written communication skills
  • Bachelor's/University degree or equivalent experience
Responsibilities
  • Lead client onboarding and account opening efforts as a part of our core client coverage team
  • Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience
  • Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process
  • Provide the highest level of customer service and teamwork to our clients
  • Possess an expert knowledge in Citi’s client onboarding and account opening policies, procedures, and applications
  • Ensure all documentation received is current, accurate and complete.
  • Fulfill all requests in a timely manner
  • Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client
  • Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately
  • Appropriately assess risk when business decisions are made, demonstrating 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.

Citigroup provides a wide range of financial services, including consumer banking, corporate and investment banking, and wealth management, to clients around the world. Its services include loans, credit products, securities brokerage, and asset management, catering to individual consumers, businesses, and government entities. Citigroup operates in over 160 countries, utilizing its extensive global network and technology to offer efficient financial solutions. Unlike many competitors, Citigroup emphasizes its commitment to sustainability and social responsibility through significant investments in environmental, social, and governance initiatives. The company's goal is to facilitate international trade and investment while managing financial assets and providing liquidity in the global financial system.

Company Stage

Private

Total Funding

$59.8M

Headquarters

Tel Aviv-Yafo, Israel

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • Citi's partnership with Mastercard enhances its position in the digital banking sector.
  • The introduction of 'Green Deposits' taps into the growing sustainable banking market.
  • Increased consumer card spend indicates a recovery in consumer confidence and revenue.

What critics are saying

  • Competition from digital platforms like Versana may challenge Citi's market share.
  • Citi's involvement in African e-commerce exposes it to market volatility risks.

What makes Citigroup unique

  • Citi's global reach spans over 160 countries, offering unmatched international banking services.
  • The company offers a comprehensive suite of services, including consumer and corporate banking.
  • Citi's commitment to ESG initiatives sets it apart in sustainable finance.

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