Relationship Officer, Citi

Citi

Location:
United States, New York

Category:
Banking

Contract Type:
Employment contract

Salary:

78320.00 - 109280.00 USD / Year

Save Job

Apply Position

Job Description:

The Relationship Officer is a developing professional role that deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/job family.

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:

2-4 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
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:
September 16, 2025

Expiration:
September 22, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Relationship Officer

Citi

Location:United States, New York

Category:Banking

Contract Type:Employment contract