Client Manager
il y a 6 jours
Citi's Global Network Banking (GNB) is a cornerstone of our international franchise, dedicated to serving the dynamic needs of multinational corporations as they expand and operate across the globe. Leveraging Citi's unparalleled network spanning over 90 countries, GNB provides a single, integrated platform for clients to manage their global banking needs. Our role is to deliver the full breadth of Citi's solutions—from cash management, trade finance and FX management to strategic advisory and credit—enabling our clients to navigate the complexities of international markets, optimize their treasury and supply chain operations, manage risks and achieve their global growth ambitions.
Job Summary
The Client Manager is a pivotal role focused on delivering a best-in-class client experience through seamless execution onboarding and implementation, service coordination and credit management. This position acts as a central point of contact for clients and internal partners, ensuring operational efficiency and effective relationship support. The ideal candidate is highly organized, detail-oriented, and adept at managing complex processes and developing strong client relationships.
The Client Manager is a client facing banker responsible for a seamless execution on onboarding and implementation, service coordination and credit management within the Global Network Banking team. This position acts as a central point of contact for clients and internal partners, ensuring operational efficiency and effective relationship support.
Responsibilities:
Relationship & Origination Support
Maintain professional relationships with client representatives.
Understand client drivers and support Subsidiary Account Managers, Regional Account Managers (RAMs) and Parent Account Managers (PAMs), as applicable, in origination activities.
Identify and originate low-complexity opportunities.
Actively contribute to business campaigns, including account planning, wallet sizing, and corridor or product initiatives.
Credit Management
Manage credit requests in close coordination with various internal teams
Monitor credit lines and escalate exceptions
Onboarding & Implementation
Own the end-to-end client onboarding experience, from initiating CRM requests to post-implementation follow-up.
Oversee client documentation and facilitate client training to ensure a smooth transition.
Service Coordination
Serve as the primary point of contact for managing and resolving client escalations.
Facilitate day-to-day operational flows and track client feedback
KYC Ownership
Act as the designated KYC (Know Your Customer) owner for a portfolio of clients.
Take responsibility for completing and maintaining accurate client profiles.
Qualifications:
Experience: 3+ years of experience in client management or a related role within the financial services industry.
Technical Skills: Product knowledge and understanding of operational processes and KYC/AML regulatory requirements.
Problem-Solving: Proven ability to resolve client issues, manage escalations, and improve processes.
Interpersonal Skills: Strong communication and interpersonal skills, with a commitment to delivering a high level of client service and ability to develop and maintain strong client relationships
Attention to Detail: High level of accuracy and attention to detail in all aspects of work.
Education:
Refer to the table below for education requirement by job level.
Education: Bachelor's degree in Finance or a related field
Job Family Group:
Institutional Banking
Job Family:
Corporate Banking
Time Type:
Full time
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
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