Citibanking Assistant Relationship Manager (ARM)

Responsibilities

• Deliver wealth management services to Citibank clients.
• Manage and execute client transactions related to business and individual banking, credit, and investment products. Ensure transactions are completed within audit and compliance standards and are delivered timely.
• Take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution.
• Coordinate account maintenance for all products and reporting on WINS, including address changes, telephone number updates, account status changes, rates, and fee waivers.
• Enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction.
• Proactively arrange and participate in client visits and perform service quality check-in calls.
• Obtain banker/client appointments to build on existing relationships or establish new ones.
• Identify and document new business opportunities for referral to a banker or product specialist.
• Perform responsibilities using Citi applications and participate in service-related process improvements.
• Assess risk when making business decisions, with particular consideration for the firm’s reputation. Safeguard Citigroup, its clients, and assets by driving compliance with applicable laws, rules, and regulations, adhering to policy, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency.

Qualifications

• 1–2 years of relevant experience preferred.
• Ability to prioritize with strong organizational and time management skills to support banker teams and clients.
• Ability to problem-solve and analyze data with attention to detail.
• Strong verbal and written communication skills.
• Client-facing experience; strong background and interest in operations and compliance; previous sales referral experience.

Education

• Bachelor’s/university degree or equivalent experience.

Job Details

• Job Family Group: Private Client Coverage
• Job Family: Client Services
• Time Type: Full time