Relationship Officer, Citi

Citi

Location:
United States, San Francisco

Category:
Banking

Contract Type:
Employment contract

Salary:

98960.00 - 148440.00 USD / Year

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Job Description:

The Relationship Officer is a seasoned professional role that applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business.

Job Responsibility:

Lead client onboarding and account opening efforts as a part of our core client coverage team
Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience
Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process
Provide the highest level of customer service and teamwork to our clients
Possess an expert knowledge in Citi's client onboarding and account opening policies, procedures, and applications
Ensure all documentation received is current, accurate and complete
Fulfill all requests in a timely manner
Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client
Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately
Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets

Requirements:

3-7 years of relevant experience
Self-motivated and proactive
Highly developed attention to detail
Ability to manage multiple concurrent deadlines in a dynamic environment and work under tight deadlines
Excellent verbal and written communication skills
Series 7 and 66 (or 63 & 65) required to obtain within 150 days of assuming the role
Bachelor's/University degree or equivalent experience

What we offer:

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including planned time off (vacation), unplanned time off (sick leave), and paid holidays
discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
November 21, 2025

Expiration:
November 27, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Officer

Citi

Location:United States, San Francisco

Category:Banking

Contract Type:Employment contract