Personal banking representative Work, Jobs in Leatherhead, Eng (with Salaries)

UK Global Network Banking - Client Manager, Associate - London
Citi —London
- Full-time
- Analysis skills
- Bachelor's degree
- No degree
5d
Banking Sector Specialist
HM Revenue and Customs —Croydon
- £78,988 - £87,612 a year
- Part-time
- Hybrid work
- English
- Presentation skills
- Travel
- Work from home
2d
Head of Mission Readiness, Europe
Anduril Industries —London
- £162,000 - £214,000 a year
- Full-time
- Military
- Engineering
- Bachelor's degree
Quick apply
Senior Business Development Executive
C&W FAMILY OFFICE LTD —Croydon
- £39,420.00 - £55,912.99 a year
- Full-time
- Marketing
- Business development
- Bachelor's degree
Quick apply
7d
Principal ProServe Account Executive, ProServe Financial Services
AWS EMEA SARL (UK Branch) —London
- Full-time
- Sales
- AWS
- Presentation skills
Front of House Manager
Greystar Real Estate Partners LLC —London
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
9d
Senior London Trade Finance Manager
Shell —London
- Full-time
- Communication skills
- Negotiation
- Flexible schedule
9d
Global Payments Bid & Enablement Director
Corpay —London
- Full-time
- Hybrid work
- Sales
- Salesforce
- Financial services
- Annual leave
Corporate [Loan and SSD] Syndicate Manager – Director - CM
BNP Paribas —London
- Full-time
- Hybrid work
- Management
- Computer literacy
- English
- Employee assistance programme
Revenue - Business Development Director (EMEA)
iProov —London
- Full-time
- Hybrid work
- Sales
- English
- Travel
- Annual leave
- Employee discount
Quick apply
Middle Office Associate
Corpay —London
- Full-time
- Communication skills
- Life insurance
Senior Event Manager - Maternity leave cover (Healthcare)
Jack Morton Worldwide —Leatherhead
- Bar
- Project management
- Organisational skills
Quick apply
UK Global Network Banking - Client Manager for Korean desk, Associate - London
Citi —London
- Full-time
- Analysis skills
- Bachelor's degree
- No degree
5d
Sales Development Representative
OpenPayd —London
- Full-time
- Sales
- Salesforce
- APIs
- Annual leave
- Employee discount
SaaS - Business Development Representative
INFINIT —London
- Full-time
- Hybrid work
- Sales
- Business development
- Organisational skills
- Annual leave
Quick apply
8d
Production Manager (Technical production - Live Events)
Jack Morton Worldwide —Leatherhead
- AutoCAD
- Bar
- Microsoft Office
Quick apply
Healthcare Content Strategist
Jack Morton Worldwide —Leatherhead
- Bar
- Public speaking
- IT
Quick apply
5d
Sr. Manager Bank Relationship and Payment Network
Corpay —London
- £133,000 - £140,000 a year
- Full-time
- Project management
- Organisational skills
- Financial services
Quick apply
Sales Development Representative
Commvault —London
- Hybrid work
- Sales
- Salesforce
- No degree
Account Executive
Jack Morton Worldwide —London
- Bar
- Microsoft Office
- Analysis skills
Quick apply

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UK Global Network Banking - Client Manager, Associate - London

Citi -
London

Apply Now

Job details

Full-time
5 days ago

Qualifications

Analysis skills
Bachelor's degree
Customer relationship management
Organisational skills
Financial services
Communication skills
Negotiation
Time management

Full job description

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Client Manager is a client facing banker responsible for a seamless execution on onboarding and implementation, service coordination and credit management. This position acts as a central point of contact for clients and internal partners, ensuring operational efficiency and effective relationship support.

Responsibilities:

1. Relationship & Origination Support

Maintain professional relationships with client representatives.
Understand client drivers and support Subsidiary Account Managers, Regional Account Managers (RAMs) and Parent Account Managers (PAMs), as applicable, in origination activities.
Independently identify and originate low-complexity opportunities.
Actively contribute to business campaigns, including account planning, wallet sizing, and corridor or product initiatives.
Filter, prioritize and validate potentially complex and dynamic material from multiple sources
Assist with coaching and training of new staff, as needed

2. Credit Management

Manage credit requests in close coordination with various internal teams
Monitor credit lines and escalate exceptions

3. Onboarding & Implementation

Own the end-to-end client onboarding experience, from initiating CRM requests to post-implementation follow-up.
Oversee client documentation and facilitate client training to ensure a smooth transition.

4. Service Coordination

Serve as the primary point of contact for managing and resolving client escalations.
Facilitate day-to-day operational flows and track client feedback

5. KYC Ownership

Act as the designated KYC (Know Your Customer) owner for a portfolio of clients.
Take responsibility for completing and maintaining accurate client profiles.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

Experience: Previous substantial experience in client management or a related role within the financial services industry.
Technical Skills: Strong product knowledge and understanding of operational processes and KYC/AML regulatory requirements.
Organizational Skills: Excellent organizational and time-management skills with the ability to manage multiple priorities and stakeholders simultaneously.
Problem-Solving: Proven ability to resolve client issues, manage escalations, and improve processes.
Interpersonal Skills: Strong communication and interpersonal skills, with a commitment to delivering a high level of client service and ability to develop and maintain strong client relationships. Proven planning, negotiation and analytical skills
Attention to Detail: High level of accuracy and attention to detail in all aspects of work.

Education:

Bachelor's/University degree or equivalent experience

“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 (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.

Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:

Honesty, integrity and reputation

Financial soundness

Competence and capability

In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.

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.”

Job Family Group:

Institutional Banking

Job Family:

Corporate Banking

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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.

Apply Now

Refine Your Search

personal banking representative jobs in leatherhead, eng

UK Global Network Banking - Client Manager, Associate - London

Banking Sector Specialist

Head of Mission Readiness, Europe

Senior Business Development Executive

Principal ProServe Account Executive, ProServe Financial Services

Front of House Manager

Senior London Trade Finance Manager

Global Payments Bid & Enablement Director

Corporate [Loan and SSD] Syndicate Manager – Director - CM

Revenue - Business Development Director (EMEA)

Middle Office Associate

Senior Event Manager - Maternity leave cover (Healthcare)

UK Global Network Banking - Client Manager for Korean desk, Associate - London

Sales Development Representative

SaaS - Business Development Representative

Production Manager (Technical production - Live Events)

Healthcare Content Strategist

Sr. Manager Bank Relationship and Payment Network

Sales Development Representative

Account Executive

I want to receive the latest job alerts for personal banking representative in leatherhead, eng

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