• Competitive
  • New York, NY, USA
  • Permanent, Full time
  • Citi-US
  • 2018-10-22

Financial Institutions Account Manager

Financial Institutions Account Manager

  • Primary Location: United States,New York,New York
  • Education: Bachelor's Degree
  • Job Function: Institutional Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: Yes, 50 % of the Time
  • Job ID: 18062926


About Citi:

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi's Mission and Value Proposition explain what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.

Key objectives are to ensure the highest level of client satisfaction, explore opportunities to cross-sell, ensure all KYC records are completed timely and accurately and assist with overall client management responsibilities.

-Be the client's chief advocate across the global TTS organization supporting the highest levels of client satisfaction which will help drive overall TTS revenue retention and growth across a defined client portfolio.
-Take a leadership role in issue resolution which relate to either product or service delivery issues.
-Take a leadership role in managing client related projects such as new product implementations and account related changes.
-Ensure accurate completion of all Know Your Customer records within the client portfolio.
-Support client managers to achieve specific revenue growth targets and wins goals by cross selling TTS products.
-Client portfolio includes both existing and under-penetrated clients within the TTS target market.

Responsibilities include:

-Act as an integral member of the client coverage team within a defined client portfolio which includes Asset Managers, Private Equity Firms and Diversified Financials.
-Take primary responsibility as an account manager to ensure highest levels of client satisfaction in order to promote both business retention and raise the potential to originate new business opportunities.
-Be globally accountable for delivering the TTS suite of products and services to names in the portfolio.
-Work closely with TTS customer service, operations and product to ensure prompt issue resolution.
-Work closely with BSU teams and compliance as well as local coverage organizations to ensure global KYC records for clients in the portfolio are completed accurately and in a timely manner.
-Understand client revenue trends and drivers and assist franchise head in understanding these drivers.
-Be accountable for maintaining existing revenues by ensuring high levels of client satisfaction across the client portfolio.
-Ensure the consistent, professional delivery of sales and client management disciplines including account plans, call reporting, lead generation and TTS relationship reviews.


• Minimum of 3-5 years' client-facing experience. Specific experience with Asset Managers and other Non-Bank FIs and their usage of cash management and trade products and services.
• Strong client presentation skills. Proven verbal and written communication skills.
• Knowledge of the banking industry. Undergraduate degree in Finance or Business Administration
• The individual should be self-motivated, entrepreneurial, client-focused and have the ability to interact with people across multiple levels of client organizations.