Team Banker

The Team Banker is a seasoned professional role who applies in-depth disciplinary knowledge to support complex often cross border deliverables. Integrates subject matter and industry expertise within a defined area, namely cross border servicing. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required when dealing with internal and external clients, and different stakeholders. Significant impact by facilitating services to others in area of specialization. Work and performance of regional teams are directly affected by the performance of the individual. Improves of processes and work-flow for the area or function.

Responsibilities:

• Work in partnership with the Private Bankers and their teams across regions, to address the financial needs and expectations of the client and provide excellent client service and execution
• Work with clients and Private Bankers, On-boarding team, Associate Bankers and Client Services team to facilitate account opening and completion of the mandatory documentation especially in KYC and AML, and aligned with local requirements
• Provide support to the Private Bankers and work closely with product specialists to implement client decisions as well as servicing accounts on an ongoing basis.
• Monitor and adapt to changes in business processes and policies and identify ways to streamline internal processes to make them more efficient. Projects for the GMM/Team leader as required.
• Maintain learning program through internal courses and external certifications.
• 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• Proven experience in Private Banking having covered the UHNW market / Demonstrated track record in relationship management

• Pro-active, initiative and driven / Excellent communication skills, written and verbal / Excellent relationship building skills (with clients, and across hierarchical levels and other functions)
• Regulated role with applicable/mandatory qualifications and/or licenses / RDR compliant, where relevant.

Education:

• Bachelor's/University degree or equivalent experience

This Role is a “Controlled Function” Role as defined by the Central Bank of Ireland Reform Act 2010 and Principal Regulations 2011, and amending Regulations 2014, 2015.

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