Client Demarketing Associate /Specialist AVP – Portfolio Optimization Group (Commercial & Corporate Banking)

The Client Demarketing Associate/AVP role is an intermediate-level position within the Banking Portfolio Optimization Group (POG) team. As part of a global initiative to ensure a clean and risk-managed client portfolio, this role will be a responsible for managing the end-to-end offboarding process of commercial and Corporate Banking Clients.

This is a highly visible role that will offer the individual exposure to the bank’s global network and cross-functional teams, including Relationship Management, Operations, Service, Business and Product leads. The successful candidate will demonstrate strong product knowledge, attention to detail and a proactive, positive mindset with a drive to learn.

Responsibilities

• Review and validate client demarketing requests, conducting due diligence against client’s footprint metrics ensuring business criteria’s are met
• Collaborating with product partners to complete cross-business reviews and liaising with business teams for ownership transfers
• Draft and issue client communications, including closure letters, in partnership with internal legal and compliance teams
• Liaise with Operations teams to execute client exits, ensuring all accounts and related products are fully closed in accordance with existing procedures/protocol
• Preparing reports / matrix to reflect progress and follow ups with multiple stakeholders
• Collaborate with internal stakeholders to continuously refine offboarding processes and contribute to strategic enhancement efforts
• Support with reporting and governance requirements, ensuring issues are escalated promptly and through appropriate channels
• Leading side projects assigned time to time and reporting progress thereto

Qualifications

• 2-4 years of experience in Corporate or Commercial Banking, with a strong understanding of banking products and client lifecycle management
• Proven expertise in Microsoft Office – Advanced PowerPoint presentation & Excel expertise including demonstrated capabilities with pivot tables, Vlookups and formulas.
• Excellent due diligence and analytical skills with the ability to identify and mitigate risk
• Strong communication and interpersonal skills, confident in engaging with internal and external stakeholders
• Highly organised with attention to detail and the ability to manage multiple offboarding cases in a fast-paced environment
• Positive attitude, proactive mindset, and eagerness to learn and frow within a global banking franchise.

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In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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