Customer Service Assistant jobs in United States

CitiCommercialBank (CCB) is a fast growth business with a vision to significantly scale up over the next five years and beyond. Coverage of companies in the Digital/FinTech space is a core part of this strategy. The primary responsibilities for the Relationship Manager - Digital will be to develop new banking relationships and to provide solutions for existing Digital/FinTech CCB clients. The role involves day-to-day cooperation with Citi colleagues in various countries, including working with the credit underwriting team, subsidiary relationship managers, product and implementation teams. Responsibilities also include active engagement in projects related to additional products and functionalities offered by the CCB team across the region for Digital/FinTech companies.

The key outline of this London-based role is to help develop new relationships and to nurture the growth of revenues from CCB clients in the Digital/FinTech space who are headquartered in the UK. The role includes identifying new revenue streams and flows, supporting and owning RFPs, and deepening wallet penetration for revenue realization. Through these activities, you’ll achieve an annual growth rate in revenue for the CCB business while overseeing your clients’ sales performance.

• Acquire new, multi-product, Digital/FinTech customers for the Bank;
• Manage relationships and provide service for CCB Digital customers in the UK;
• Conduct proper account planning to determine and plan the future relationship, business opportunities, products to sell, etc.;
• Work closely with the Sector Head, the wider UK CCB team, CCB Cash Sales/Transactors, Markets experts and junior staff on a daily basis;
• Monitor and support the products’ implementation process;
• Manage customers and transactions in the CRM platform;
• Collaborate with Banking, Capital Markets and Advisory teams to address opportunities within the Digital and FinTech space;
• Maintain frequent interaction with other CCB teams across the globe;
• Verify adherence to global Know Your Customer (KYC) standards during onboarding and periodic review processes;
• Maintain overall control and accountability for the managed cross-border transaction referrals;
• Participate in structuring new product solutions specific to Digital/FinTech clients and the industry segment.

• Excellent knowledge of the Digital/FinTech market, customers, ecosystem, competition, and local regulations;
• Good knowledge of corporate finance, FX, cash management and trade products required;
• Thorough understanding of banking products for digital/technology customers;
• Experience in Commercial / Relationship Banking with international customers;
• Ability to assess the credit risk of digital/technology companies;
• Experience of the implementation / onboarding process;
• Team player with the ability to collaborate across the wider UK CCB team and the Global Digital Team, and to request support from appropriate team members as required;
• Ability to explore issues and generate solutions using diverse environmental and business information to identify priorities and deliver business benefits;
• Ability to engage at all levels in the organization and build relationships with a variety of business and external sources.

Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime. The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016. Under the Certification Regime, Citi UK regulated entities must ensure that employees in certain roles categorized as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role. When assessing fitness and propriety, firms should consider honesty, integrity and reputation; financial soundness; and competence and capability. To comply, you will be assessed for this role against Fit and Proper requirements. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks.

Other information: Job Family Group: Commercial and Business Sales; Job Family: Relationship Management; Time Type: Full time.

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