Relationship Analyst 3 - C10 - GIZA

  • Citi
  • Cairo, Cairo Governorate, Egypt

وصف الوظيفة


As part of the GSG Team, role is to assist the GSG Bankers in relationship management activities around their portfolio of clients by providing consistent, enthusiastic, high-quality banking, credit and customer service support.

Global Subsidiaries Group (GSG) is part of Global Banking, and both are within the Institutional Client Group. GSG represents the global network that supports clients globally but delivers a full spectrum of services locally in over 88 countries.

You must be able to respond to client requests promptly and effectively and help resolve any client related problems. You will ensure error free transactions and provide quality service and administration to all accounts in your portfolio. You will be accountable for the set up and maintenance of client information on internal systems. Working internally with various team members you will ensure proper and smooth handling to client request and deliverables.

Responsibilities:

  • Assist GSG Bankers to establish trusting relationships with clients.
  • Assist GSG Bankers in the management of a portfolio of client relationships to generate both customer satisfaction and also achieve various business/revenue growth goals. Timely follow-up will be a critical aspect of the job.
  • Partner with GSG Bankers to develop comprehensive understanding of client, and to assist GSG Bankers to execute specific account strategies. Become the client expert.
  • Understanding of how to evaluate risks.
  • Assist GSG Bankers with account openings and administration of portfolio of names along with compliance related tasks
  • Assist GSG Bankers in profiling clients by linking up with the parent teams to generate relationship information and also support the Banker in preparing for a call and do the follow-up where appropriate
  • Demonstrate an understanding of products and have working knowledge of local markets and financial markets relevant to the client base.
  • Update and maintain Bank records (Citivision, CRM, eCadd, Cpack).
  • Respond to client requests and resolve account related problems and work with service providers to resolve specific problems.
  • Review transactions for compliance with policies (e.g. KYC) and ensure adherence to policy / legal requirements.
  • Assist in the regularization of discrepant documentation
  • Act as client contact point in the absence of the GSG Banker.
  • Do client call reports and conduct site visits to client premises.
  • Team work is a critical success factoring this job.
  • GSG Associates will be exposed to meet clients, explore and originate with GSG Bankers various solutions to fit client’s needs from Corporate perspective. GSG Associates will be exposed to Transaction Banking and Treasury product originations. In addition, GSG Associates will be exposed to relationship management skills and should evolve to the position of Relationship Manager.

Qualifications:

  • Should have the knowledge of Citi Know Your Customer(KYC) requirements,
  • Strong Research capability through various applications to obtain data
  • Basic Financial Analysis
  • Banking and business background is essential
  • Highly motivated, smart, with “can do” attitude who wants to grow in the job
  • Success oriented
  • Strong MS Office Skills
  • Strong Relationship Skills
  • Bi-lingual is preferable
  • Disciplined and punctual
  • Focused and career oriented
  • 1 or two years of experience in the same line of business is preferable

Education:

  • Bachelor's degree/University degree or equivalent experience

Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Institutional Banking

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Job Family:

Corporate Banking

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Time Type:

Full time

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