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Wealth Relationship Associate - Safeact - Rowland Heights

Company: Citigroup Inc
Location: Rowland Heights
Posted on: May 22, 2023

Job Description:

The Relationship Associate - SAFE ACT is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Responsibilities:



  • The Relationship Associate will be responsible for providing a remarkable client experience and deepening relationships of clients. The Manager Associate will utilize a team-based approach to provide potential solutions to a client's complex financial needs.


  • Serve as the primary point of contact, responsible for retail sales, service and client experience for Citigold 'Service' clients Sales


  • Conduct banking discussions with clients to understand client needs; clearly create, communicate, and execute solutions


  • Identify new business, build and deepen relationships to gain incremental wallet share, and cross sell opportunities within the assigned portfolio


  • Ensure productivity, service and client satisfaction indicators are above the minimum defined standard


  • Refer opportunities to segment partners where appropriate


  • Take ownership of the client experience


  • Ensure client's documentation and information is up to date and complete according to the regulatory requirements. Follow up on documentary exceptions until they are regularized.


  • Ensure full accomplishment of all risk, compliance and control policies and procedures for the assigned portfolio and the unit (i.e. KYCs, AML alerts, EUDD, COB, MCA, etc.).


  • Appropriately assess risk when business decisions are made, demonstrating particular 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.


    Qualifications:


    • 0-2 years relevant experience


    • Positive spirit, energetic and enthusiastic Experience financial services with a strong knowledge of banking and credit products Ability to establish relationships and partner effectively with other departments or businesses within Citi including sales


    • Knowledge of Citi's products and services including features and benefits of product packages, fee structures, etc. Knowledge and understanding of global, regional and local sales and service end-to-end processes including policies and procedures


      Education:

      • Bachelor's/University degree or equivalent experience


        Job Family Group:
        Private Client Coverage

        Job Family:
        Relationship Banker

        Time Type:
        Full time

        Primary Location:
        Rowland Heights California United States

        Primary Location Salary Range:
        $67,720.00 - $94,490.00

        Citi is an equal opportunity and affirmative action employer.
        Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
        Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .
        View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP_EEO_Supplement_Final_JRF_QA_508c.pdf) .
        View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo_aa_policy.pdf) .
        View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf)
        Citi is an equal opportunity and affirmative action employer.
        Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Keywords: Citigroup Inc, Rowland Heights , Wealth Relationship Associate - Safeact - Rowland Heights, Other , Rowland Heights, California

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