Citi
Banking
TeamBanker
Neural analysis suggests this role is
optimal for Senior candidates.
“Team Banker at Citi. Manage client relationships. Drive revenue growth”
What You'll Achieve.
Meet or exceed sales quotas; Increase client portfolio value; Enhance client satisfaction
Industry & Context.
What You'll Do.
Manage client relationships
Achieve sales targets
Cross-sell banking products
Provide financial advice
Full Job Description
The Team Banker is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. **_Responsibilities:_** * Work in partnership with the Private Bankers on the team, predominantly the team leader, to provide excellent client service and prospecting support. * The role works closely with clients, prospects and Private Bankers as well as all product partners, to provide a high level of sales and product experience and support the banker in all aspects of marketing, prospecting, presentation preparations, reporting and regulatory requirements. Solid knowledge of bank products and regulatory requirements as well as excellent contact and communication skills are critical. * Assist bankers and clients in all related matters with a particular focus on: * Work in partnership with the Private Banker team to address the financial needs and expectations of the client. * Exceed client expectations by thoroughly understanding problems and providing creative solutions. * Maintain close contact with clients in conjunction with the Private Bankers. * Provide direct and indirect sales support to the Private Bankers through joint calls and work closely
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