The Citigold Relationship Banker is a developing professional role that applies specialty area knowledge in monitoring, assessing, analyzing, and evaluating processes and data. The role identifies policy gaps, formulates policies, interprets data, and makes recommendations. It researches and interprets factual information, identifies inconsistencies, defines business issues, and formulates recommendations on policies, procedures or practices. The banker integrates disciplinary knowledge with an understanding of related industry practices, developing a working knowledge of industry standards. While the impact is limited to the own team, the quality of tasks and services provided contributes to overall business outcomes.

• Client Account Management – Review CG customer needs and asset allocation, proactively engage with the customer to validate understanding of the needs, advise CG customers to enrich relationships by mobilizing additi...