The Citigold Relationship Banker will attract, deepen and manage financial relationships with affluent clients. With access to sophisticated products and tools, s/he will utilize a team-based approach to provide holistic solutions to complex financial needs. The Citigold Relationship Banker will provide a differentiated customer experience that supports our Citigold value proposition.
Identify, build and deepen relationships to gain incremental wallet share of the affluent segment through a superior customer experience.
Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools.
With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.
Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
Master referral opportunities to grow portfolio. Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and CPWM advisor, Small Business Partners, Commercial Banking Relationship Manager, etc)
Partner with all roles on branch team to ensure all clients have a positive in-branch experience
**NOTE** The information listed within this description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. No Relocation Available
Bachelor's degree in business (preferred) or equivalent work experience