Proactively build strong and productive relationships within our bank assessment areas to promote and generate business to meet and exceed goals
Job Summary
Proactively build strong and productive relationships within our bank assessment areas to promote and generate business to meet and exceed goals.
Works closely with leadership in support of new business development efforts, emphasizing planning, organizing, researching, and responding to retail private label and co-brand opportunities.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
Matching Summary
Proactively build strong and productive relationships within our bank assessment areas to promote and generate business to meet and exceed goals.
Skills & Requirements
Must-have
financial education and outreach
manage client relationships
business plan development
prospect research and analysis
retail private label and co-brand opportunities
Nice-to-have
analytical thinking and data analysis
developed communication and diplomacy
exceptional client experience
attention to detail in judgments
Key Requirements
2-5 years relevant experience
experience in financial services
focus on financial planning
Bachelor’s/University degree or equivalent experience
CFP preferred or working towards a CFP designation