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Relationship Officer – Waw/Lfg

May 14, 2025May 14, 2025

Relationship Officer – Waw/Lfg

CompanyCitigroup
LocationNew York, NY, USA
Salary$78320 – $194760
TypeFull-Time
Degrees
Experience LevelMid Level, Senior

Requirements

  • 3-7 years of relevant experience
  • Self-motivated and proactive
  • Highly developed attention to detail
  • Ability to manage multiple concurrent deadlines in a dynamic environment and work under tight deadlines
  • Excellent verbal and written communication skills

Responsibilities

  • Lead client onboarding and account opening efforts as a part of our core client coverage team
  • Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience
  • Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process
  • Provide the highest level of customer service and teamwork to our clients
  • Possess an expert knowledge in Citi’s client onboarding and account opening policies, procedures, and applications
  • Ensure all documentation received is current, accurate and complete.
  • Fulfill all requests in a timely manner
  • Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client
  • Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Preferred Qualifications

    No preferred qualifications provided.


TaggedCitigroupCustomer SuccessFinance & Operations & StrategyMid LevelSales & Account ManagementSenior

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