Junior Client Desk Banker
CitigroupTel avivUpdate time: November 11,2019
Job Description
  • Client coverage of a selected portfolio of subsidiaries operating their business within Israel Europe. Face to face visits may occur once or twice a year otherwise Relationship Management is via telephone, video conference and Email.
  • Build and grow revenues & pipeline by marketing and sales of Cash Management, Trade, Transaction Services, spot Foreign Exchange and bilateral lending products.
  • Maintain precise client information in different bank systems.
  • Maintain client specific matrix of accounts and products and services including pricing and billing.
  • Ensure efficient matching and operation of credit lines, perform Extending Unit Due diligence as required and maintain strict adherence to compliance and AML regulations including completion of KYC.
  • Build and develop strong and inclusive relationships with the client, Product owners and delivery teams.
  • Build and maintain close relationship with regional and country GSG teams and global relationship teams in order to learn, understand and execute the regional and global strategy for the client.
  • Manage and track revenue.
  • Manage client initiatives.


Responsibilities:

  • Develop coverage and cross-sell plan for each client
  • Develop and maintain regular call plan which is shared with the wider GSG overseer and PAM / RAM teams
  • Attend training and learning opportunities to remain current and up-to-date on products and markets.
  • Maintain regular and frequent dialogue with product partners
  • Stay current and knowledgeable on local regulatory requirements to bring value to clients including AML and KYC
  • Source and create marketing materials
  • Ensure proper engagement for client inquiries
  • Pipeline Tracking of opportunities
  • Uploading deals and call reports to CRM / SalesForce
  • Support implementation and on-boarding of new customers
  • Track/correct mapping of revenues among GSG customer base
  • Own customer and banking initiatives including follow-up and completion.


Qualifications:

  • Bachelor's degree/University degree or equivalent experience
  • 0-2 years of relevant experience
  • Demonstrate the ability to be client focused and results oriented
  • Demonstrated attention to detail
  • Consistently demonstrate follow-up and organizational skills
  • Consistently demonstrate clear and concise written and verbal communication
  • Proven planning, negotiation and analytical skills
  • Ability to have a professional attitude
  • Education:
  • Bachelor's degree/University degree or equivalent experience


This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - IL

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