Ccb Relationship Associate - C13 jobs at Citi Group in United States, San Francisco
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United States
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San Francisco
27 jobs found
02.09.2024
CG
Citi Group CCB Relationship Associate - C13 United States, California, San Francisco
Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution. Ensures timely completion of Know Your Client (KYC) and other regulatory requirements,...
Calls on C-suite executives to form and deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks. Works with product specialists and subject matter experts...
Self-originate new business including the identification of target clients, proactive account planning, effective pipeline management, building & leading collaborative deal teams, leading on client & prospect pitching activity and executing...
Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients. Partner with Banker on prospecting efforts prospecting -...
Provide senior oversight of KYC Operations teams, senior point of escalation for the team and its stakeholders, represent the KYC function in senior management discussions and key stakeholder meeting across...
Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution. Ensures timely completion of Know Your Client (KYC) and other regulatory requirements,...
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills....
Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution. Ensures timely completion of Know Your Client (KYC) and other regulatory requirements,...
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