Citigold Relationship Manager Westchester South Job in Westchester, New York US
Reference Code: 11048162
Location: Westchester, NY, USA
Education Level: High School Diploma/GED
Description
Citibank delivers a wide array of banking, lending and investment services to individual consumers, as well as to small businesses. Our U.S. Branch Network is comprised of over 1000 financial centers across 13 states complemented by 24-7 access to customer service through a network of fee-free ATMs, CitiPhone Banking®, Citibank Online and Citi Mobile. Citibank's products and services cover a wide range of customer banking needs including basic banking (checking and savings accounts, investment products), mortgages, small business, commercial banking, investment advisory services, and financial needs and analysis tools to enable Citibank to bring tailored solutions to every customer.• 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