Citi Citigold Relationship Mgr. – Millbrae/San Mateo in San Mateo, California
Primary Location: United States,California,San Mateo
Education: Bachelor's Degree
Job Function: Sales
Shift: Day Job
Employee Status: Regular
Travel Time: Yes, 10 % of the Time
Job ID: 17054532
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.
7+ years financial services experience
3+ years sales/service experience to high net worth clients
Demonstrated knowledge of sophisticated financial services/tools appropriate for affluent market
Series 6, 63, Life and Health licenses required - with 90 days to obtain Life & Health
Strong financial and business acumen
PC skills required, including Microsoft Office
Strategic planning skills and proven ability to develop successful sales plans
Demonstrated track record of acquiring and managing portfolio of customers to achieve/exceed challenging sales goals
Ability to build and leverage strategic working relationships both externally and internally
High impact communication skills to effectively engage affluent consumers
Superior service skills/"client first" approach resulting in strong customer loyalty
Excellent problem solving and decision making skills
Team orientation with strong collaboration skills and willingness to support all roles on branch team when needed
Demonstrated adaptability, flexibility, and willingness to work in a changing environment
Excellent attention to detail
Strong integrity and professionalism
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