דרושים Citi Commercial Bank - Sponsor Finance Banker Vice President ב-Citi Group ב-United States, New York

Responsibilities:

• Execute against key priorities for the Lending business across multiple countries/jurisdictions and business divisions
• Ensure stakeholder buy-in for strategic initiatives, including key stakeholders across the three client segments
• Partner with leadership team to set goals for Lending and ensure tracking and ROI measuring are in place for all initiatives
• Supports medium- to long-term plans and functional strategies requiring coordination and integration across units, both within Wealth and the broader Citi organization
• Partner with leadership team on resource allocation, productivity initiatives and realization of cost efficiency
• Drive culture and people initiatives
• Act as delegate for Lending head when required in certain meetings
• Oversee the design, enhancement, implementation, reporting, and oversight of budgets, financials, operations, human resources and compliance by way of systems, processes, workflows, procedures and the assessment of existing environments and anticipated changes
• Engage in cost management activities as appropriate
• Monitor strict adherence to governance and ensure risks are addressed, setting high standards of professionalism across all functions
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citi, its clients and assets
• Management responsibilities for a team, including management of people, budgeting and planning, performance evaluation, compensation, hiring, disciplinary actions, etc.
• Has authority to negotiate and make independent decisions on issues/activities that have critical impact or influence on the global Lending team.
• Develop business cases to drive strategic partnership across Wealth that give Citi a competitive advantage with clients

Qualifications:

• 10+ years of relevant experience in financial services
• Strategically minded with track record of execution excellence
• Hands-on orientation with the demonstrated ability to set up internal processes to communicate and resolve issues
• Proven financial acumen, critical thinker with ability to provide an impartial, consultative and solutions-oriented approach
• Comprehensive knowledge of general IT infrastructure, Human Capital Management (HCM) and financial advice-related compliance
• Demonstrated leadership and management abilities with commitment to client and team member experience, goals of practice and productivity
• Demonstrated planning, delegation, financial reporting and budgeting skills
• Consistently detail-oriented, goal-oriented and able to work in a team
• Excellent communication skills required in order to influence a wide range of audiences
• Prior success working in a large, highly-matrix and complex organization; able to set priorities and 'triage' in a fast-paced, dynamic environment
• Technical knowledge, in-depth knowledge of Profit and Loss (P&L) and understanding of end to end business operating systems.
• Customer and client focus; record of achievement in applying a client centric mindset to shape solutions and approaches

Education:

• Bachelor's degree/University degree or equivalent experience
• Master's degree preferred

Anticipated Posting Close Date:

Responsibilities:

• Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
• Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
• Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
• Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
• Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
• Understand and comply with Citibank policies, standards and procedures
• Appropriately assess risk when business decisions are made, demonstrating particular 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.

Qualifications:

• 0-2 years of relevant experience
• Previous banking, retail, or sales experience preferred
• Knowledge of Smart Banking tools and technologies
• NMLS registration; Safe Act compliant
• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor's Degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Anticipated Posting Close Date:

Lead and Oversee:

Work with Finance colleagues to ensure that balance sheet substantiation is complete and that controls are designed effectively

Oversee and co-ordinate all account owner activity across Markets Operations. Includes but not limited to:

Understand and maintain Operations chart of accounts

Set a framework to ensure consistent roles and responsibilities for all Markets Ops staff as it pertains to how we control our account population and reconciliations requirements

Work with Markets Ops global functional managers to understand reasons for exceptions and breaks, ensuring issues are escalated timely, fixed at the root cause and look across for similar themes

Ensure well defined and documented processes are in place for reserve calculations across Markets Operations. Identify opportunities to reduce aged exceptions to reduce reserves

Review account ownership to ensure that the proofing processes are standard in their application and where relevant centralize these processes to drive efficiencies

Partnership with other functions to support a strong end to end control environment:

Work with Finance and Operations Risk & Control to ensure Markets Operations are compliant with relevant policies and standards

Partner with Balance Sheet Control and risk reporting to support accurate and timely exceptions reporting

Work with Front office to ensure upstream data and processes are understood and robust so as to prevent downstream issues from occurring

Drive progress on areas of improvement:

Work with Technology and internal partners to build a standard mechanism to accrue for and then pay/receive interest between internal desks/accounts across all products in Markets

Implement best practices to ensure reconciliations are correctly designed and compliant with relevant standards and controls

Promote development and retention of account and reconciliation SME’s across the group

Strengthen issue management processes, ensure emerging risks are correctly escalated with the appropriate level of urgency

Lead and oversee Markets Operations’ involvement in firm-wide programs related to accounting and book and records matters (e.g. Strategic Ledger). Represent Markets Operations at firmwide governance forums such as the Enterprise Design Authority.

10+ years relevant experience

Industry expertise in financial accounting and the operational aspects of books and records management and account management

Experience as finance professional / background / degree and working experience in Technology creating products set up, UAT working with Finance / Market Ops people and understanding of products will be valuable.

Articulates clearly how risk technology supports unit's business, as well as the issues due to gaps between the current technology and known business requirements.

Well-versed in reviewing the dimensions of franchise risk.

Strong Leadership skills-Operates as a leader.

Serves as a point of escalation for key issues or time sensitive decisions.

Acts decisively in high risk scenarios, assessing a situation based on available data, experience, intuition, and judgment.

Demonstrated ability to make sound judgment calls on issues that can be both quantitative and qualitative in nature.

Able to manage issues associated with operational risk capital, in partnership with the business, Finance and the Risk organization.

Acts as a role model for managing people, coaching, and serving as a mentor.

Excellent Communications skills verbal & written. Active listening skills.

Qualifications:

Bachelor’s/University degree, Master’s degree preferred

Anticipated Posting Close Date:

Responsibilities:

• Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
• Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
• Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
• Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
• Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
• Understand and comply with Citibank policies, standards and procedures
• Appropriately assess risk when business decisions are made, demonstrating particular 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.

Qualifications:

• 0-2 years of relevant experience
• Previous banking, retail, or sales experience preferred
• Knowledge of Smart Banking tools and technologies
• NMLS registration; Safe Act compliant
• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor's Degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Anticipated Posting Close Date:

Responsibilities:

• Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
• Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
• Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
• Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
• Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
• Understand and comply with Citibank policies, standards and procedures
• Appropriately assess risk when business decisions are made, demonstrating particular 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.

Qualifications:

• 0-2 years of relevant experience
• Previous banking, retail, or sales experience preferred
• Knowledge of Smart Banking tools and technologies
• NMLS registration; Safe Act compliant
• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor's Degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Anticipated Posting Close Date:

Responsibilities:

• Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.)
• Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs.
• Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture.
• Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.
• Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions
• Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals
• Required to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70% of the work day
• Ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.)
• Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.)
• Take full ownership of clients’ problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution
• Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self-service as needed
• Educate clients on self-service capabilities and encourage use of digital service channels (e.g. Online, Mobile, ATM, TCR, Teller Assist Unit, if applicable, etc.)
• Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team members
• Engage the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Citi
• Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing
• Listens carefully to the client and willingly assists with any questions or problems the client has
• Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed
• Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as well
• Create a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience.
• Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships
• Adheres to and comply with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets

Qualifications:

• 1-3 years relevant experience
• Required Skills:
  • Experience with face-to-face customer service, digital engagement and basic sales/referrals
  • Open, client service orientation and desire to help customers is required
  • Sales experience desired
  • Excellent verbal and written communication skills
  • Analytical and problem solving skills
  • Basic computer and digital tools skills
• Preferred Skills: Retail experience

Education:

• High School diploma or equivalent

Time Type:

Salary shown is for full-time positions and will be prorated for part-time hires based on number of hours worked.

Anticipated Posting Close Date:

Responsibilities:

• Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products
• Build referral business opportunities through Centers of Influence (COIs) and the Member Get Member (MGM) Program
• Assist in strategies to grow the small business client and implement appropriate sales plans to target Book of Business customers
• Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant products and services while delivering remarkable client experience
• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals
• Recognize transaction needs of clients, educate clients on all service and digital channels and leverage technology/ marketing tools available to uncover opportunities, and present product offers/financial solutions
• Understand and comply with Citibank policies, standards and procedures
• Appropriately assess risk when business decisions are made, demonstrating particular 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.

Qualifications:

• 0-2 years of relevant experience
• Previous banking, retail, or sales experience preferred
• Knowledge of Smart Banking tools and technologies
• NMLS registration; Safe Act compliant
• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• Bachelor's Degree/University degree or equivalent experience

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Anticipated Posting Close Date: