Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams. Manage and execute client transactions with respect to business and individual banking, credit and investment products. Ensure transactions are completed within audit and compliance standards as well as 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 to clients. Obtain banker/client appointments to build upon existing or establish new relationships. Identify and document new business opportunities for referral to banker or product specialist. Perform responsibilities through proficient use Citi applications. Participate in service related process improvements. 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 behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications:5-8 years of experience. Ability to prioritize with strong organizational and time management skills per the needs of banker teams and clients. Ability to problem solve and analyze data with demonstration of attention to detail. Strong verbal and written communication skills. Client facing experience; strong background and interest in the fields of operations and compliance; previous sales referral experience. Knowledge of investments, banking, and credit products. Education:Bachelor's/ University degree or equivalent experience------------------------------ ------------------------Job Family Group: Private Client Coverage------------------------------- -----------------------Job Family:Client Services------------------------------ ------------------------Time Type:Full time--------------------------------- ---------------------Primary Location:Washington District Of Columbia United States------------------------------ ------------------------Primary Location Full Time Salary Range:$94,000.00 - $141,000.00 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.----------------------------------- -------------------Most Relevant Skills Please see the requirements listed above.---------------------------------- --------------------Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.--------------------------------- ---------------------Anticipated Posting Close Date:May 28, 2026---------------------------- --------------------------