Conduct discussions with prospects to understand background and identify needs; clearly communicate potential solutions.
Cultivate partnerships with segment partners to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching.
Take ownership of the client experience including on-boarding and resolve service issues as appropriate through follow-up from self and other Citi resources following client transactions.
Assist in execution of branch events; invite clients and prospects to events; actively engage with attendees and follow-up to develop a network and grow branch business.
