The Client Executive will be dedicated to a portfolio of Financial Institution (FI) & Non-Bank Financial Institution (NBFI) clients with the overall objective to support their global growth and provide seamless delivery of the full suite of TTS services.
Revenue Realization & Retention
- Responsible for cross selling and commercialization of new or enhanced TTS products and services to increase wallet penetration.
- Complete regular relationship reviews that incorporate all parts of the client's TTS business, including analysis on profitability, new opportunities, and pricing.
- Drive growth of portfolio by matching client needs and strategic business objectives to Citi’s cash management and trade solutions.
- Input all pipeline opportunities and won deals into CRM.
- Manage won opportunities through implementation.
- Work with partners to remove roadblocks and where possible accelerate revenue realization.
- Monitor deals post implementation to ensure utilization of the product and revenue realization based on deal estimates.
Client Experience
- Be the client advocate to ensure issues are addressed promptly by working with partners across TTS and utilizing client forums, such as the Client at Risk process, to facilitate and drive resolution.
- Be responsible for driving best in class client experience (monitoring Pulse surveys and leverage internal tools to monitor satisfaction levels across the organization).
- Take ownership, lead, and track specific issues/problems while holding partners accountable to deliver on client’s requirements.
- Develop a relationship with client decision makers and influencers, to build and maintain “Trusted Adviser” status.
- Enhance collaboration across product and client groups. Partner with product specialists to drive overall client satisfaction through Voice of the Client, build client loyalty, and respond to client escalation issues.
- Understand the dynamics of the local financial markets, banking and payment industries, and regulatory environments.
- Have a deep understanding of our competition by client and be able to provide valuable input to support the TTS Sales organization.
- Manage client’s expectations and effectively engage in difficult discussions with clients.
- Strengthen the client relationship by working closely with product partners across TTS.
- Serve as a key client contact point and be ultimately responsible for all aspects of the relationship with the customer, including organic revenue growth, service provision, compliance and risk management.
Development Value:
- Ownership of target market portfolio and being successful in a highly competitive market.
- Experience working within a cross-regional team that allows for building network relationships outside of country base.
- Opportunity to be part of, highly visible strategic initiative for FI TTS.
Competencies:
- Ability to translate client needs into opportunities through active listening
- Excellent negotiation skills
- Disciplined, highly organized and self-motivated.
- Highly accurate worker with high level of attention to details.
- Able to perform under pressure and work to deadlines.
- Results and service oriented.
- Very strong interpersonal skills required to work in a highly demanding teamwork environment.
- Be a complete “team-player”.
- Excellent verbal and written communication skills.
- Ability to manage and solve problems and conflicts.
- Strong leadership and influence skills.
- Respect for Compliance and Controls
Qualifications:
- 10+ years of relationship management or equivalent experience
- Educated to degree level or equivalent
- Fluent written and verbal English; bilingual desired
- Leadership, team management experience desired
- 25% travel required
Institutional SalesAccount ManagementFull timeNew York New York United States$149,600.00 - $224,400.00
Anticipated Posting Close Date:
Aug 22, 2024View the " " poster. View the .
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