Client Desk

**JOB BACKGROUND / BUSINESS CONTEXT** Global Subsidiaries Group (GSG) Client Desk is an efficient and effective Banking Coverage Area, sales and service oriented to appropriately meet the needs of the assigned clients, seeking to increase our wallet share as well as clients’ satisfaction. Client Desk SAM covers a portfolio of ~80 GSG subsidiaries with total annual revenues between $5MM - $10MM, under a coverage model where most of the interactions with clients are made by telephone and occasionally face to face visits, attending specific selling and relationship coverage processes and standards defined for the model. Clients under management are mainly existing clients with low and medium complexity business needs highly concentrated in Treasury and Trade Solutions (TTS), FX and loan products, with credit facilities mainly approved elsewhere. **KEY RESPONSIBILITIES** - Perform annual account plan for each assigned client, identifying wallet size, share of wallet and opportunities to grow. - Develop a call plan for the portfolio and ensure its accomplishment, pursuing frequent and proactive interactions with clients. - Daily record of all interactions and calling activity with clients in Salesforce - Identify new business and cross sell opportunities within the assigned portfolio, mainly for TTS, FX and CPM products, and upload them into CRM. Prepare and send client proposals for TTS product opportunities according to the processes established with Product, and follow up until implementation is completed. Coordinate sales of other products with the respective product areas, promoting deepening campaigns. - Revenue and drivers monitoring and ensure they are correctly mapping among CIW. Prepare monthly portfolio review. - Ensure revenue and drivers goals accomplishment. - Ensure productivity, service and client satisfaction indicators are above the minimum defined standard. - Build and maintain strong and close relationship with country, regional and global GSG teams in order to learn and execute the regional and global strategy for the clients. - Build and maintain strong and close relationship with Product, Operations and other partners in the country. - Ensure client’s documentation and information is up to date and complete according to the Bank and 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. CADDs, AML alerts, LRD, COB, MCA, etc). - Promote cooperation and a permanent team work environment, and serve as back up for other relationship officers within the unit. - Attend training and learning opportunities to remain current and up to date on products, markets and regulatory issues. - Propose, lead and proactively participate on business initiatives. **Qualifications**: - Min 3 years of relevant experience Consistently demonstrate clear and concise written and verbal communication - Demonstrated planning and organizational skills - High English level **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. - **Job Family Group**: Institutional Banking - **Job Family**: Corporate Banking - **Time Type**: Full timeCiti 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. View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**. View the **EEO Policy Statement**. View the **Pay Transparency Posting