Banking Off Boarding Utility Lead SVP – Portfolio Optimization Group (Commercial & Corporate Ba[...]

Citibank; Irving (TX); On-site; USD 144,000 - 217,000; Full time

Job summary

An established industry player seeks a Client Demarketing SVP to oversee the offboarding of commercial and corporate banking clients. This mid-level role offers high visibility and interaction with global teams, providing opportunities to enhance efficiency in the offboarding process. The ideal candidate will have extensive experience in Corporate Banking, strong analytical skills, and a proactive attitude. Join a dynamic team dedicated to maintaining a clean and risk-managed client portfolio while fostering collaborative relationships across various departments. If you are ready to make an impact in a fast-paced environment, this role is for you.

Benefits

Medical Coverage

Dental Coverage

Vision Coverage

401(k) Plan

Paid Time Off

Wellness Programs

Qualifications

• 10-12 years in Corporate or Commercial Banking with strong product knowledge.
• Proven expertise in Microsoft Office, especially Excel and PowerPoint.

Responsibilities

• Manage offboarding team for banking clients across 55 countries.
• Coordinate with product partners for efficient offboarding processes.

Skills

Corporate Banking Experience

Commercial Banking Knowledge

Microsoft Office Expertise

Analytical Skills

Communication Skills

Organizational Skills

Tools

Microsoft Excel

Microsoft PowerPoint

Job description

The Client Demarketing SVP role is a mid-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 high level 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. The candidate will manage a team of off boarding specialists / associates. The successful candidate should be able to manage multiple parities.

• Manages the off-boarding team responsible to review and decision the exits volumes for 55 countries coming via ICG toolbox process.
• Coordination and escalation point for banking exits and future BAU exits for all banking clients
• Responsible for end-to-end process. Partnering with tech, OPS and other partners to create overall efficiencies in off-boarding process
• Managing coordination with product partners and other LOBs for multi product relationship exists, managing SLAs expectations
• Holding governance calls with OPS and products partners to ensure smooth exist process
• Coordinating with corporate and commercial bank partners for preliminary analysis of target population to devise execution plans
• Managing audit and compliance expectations
• Responsible for governance of exits for all counties
• Preparing reports / matrix to reflect progress and follow ups with multiple stakeholders

Qualifications

• 10 -12 years of experience in Corporate or Commercial Banking, with a strong understanding of all banking products (cash management and credits) 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 senior 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.

------------------------------------------------------

Job Family Group:

Institutional Banking

------------------------------------------------------

Job Family:

Corporate Banking

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

Irving Texas United States

------------------------------------------------------

Primary Location Full Time Salary Range:

$144,480.00 - $216,720.00

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.

------------------------------------------------------

Anticipated Posting Close Date:

Apr 30, 2025

------------------------------------------------------

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.