Citi Client Relations Associate - Private Bank Mortgage in Jersey City, New Jersey

  • Primary Location: United States,New Jersey,Jersey City

  • Education: Bachelor's Degree

  • Job Function: Private Client Product Mgmt

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 18076350


About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi’s Mission and Value Proposition at explains what we do and Citi Leadership Standards at explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop to are widely available to all.

Brief Description of the Organization

CBNA is the primary legal entity for Citi, providing products and services to consumers, financial institutions and corporate clients around the world.In the past, Citi has provided most of its internal reporting on a business by business basis.With the changes in the regulatory environment, strong legal entity reporting and governance has become essential.This team is responsible for ensuring that CBNA has the appropriate governance and control infrastructure to meet the demand for legal entity planning, execution, information management and the ever-evolving regulatory environment.

Description of the Position

•Works in close partnership with various IF Team Leaders, IF Business Risk and Control and Operations to establish key priorities and action plans to achieve them

•The CR Team works with internal and external clients to investigate and solve client service issues.Bankers, Service Officers, Operations, Underwriting, Closing Agents and CPB clients engage us to perform procedures including Releases of Liability, obtaining Payoff Letters, setting up clients on EZ Pay, reconciling payments, coordinating with Underwriters for Dual Collateral releases, HELOC Subordinations, Payment Discrepancies and a myriad of other tasks.

•The Applicant engages with his/her CR Team members to learn the day-to-day tasks and the proper procedure for working with Citi's clients and other members of the bank.Client Service is a great jumping off point for learning all aspects of the business, as we readily interface with all of the other departments within Residential Real Estate and outside with the bank in general.

•Ensures regulatory requirements are met across the platform

•Ensures business compliance is within policies and procedures

•Facilitates superior and continuing client delivery and quality service, through proactive leadership of projects and initiatives.

•Identifies product trends and opportunities to enhance efficiency  


•Service orientated, professional, proactive and strong client/business focus and accountability.

•Superior people leadership/management and relationship skills.

•Excellent interpersonal, written and verbal communication skills and ability to converse and influence at an appropriate level.

•Good organizational skills, ability to work under pressure and prioritize within aggressive deadlines.

•Ability to work as part of a team, and also work independently.

•Ability to think creatively

•Effective management of complex decision-making.

•Project management skills and experience in managing large implementations in a frequently changing and growing matrixed environment

•Strong people management skills

•Excellent presentation skills and ability to communicate with diverse audiences of senior business leaders, technologists, operations managers, regulators and auditors

•Ability to work under pressure and meet deadlines, while maintaining a positive, professional attitude

•Effectively communicate and partner with multiple stakeholders

•Strong knowledge of CPB’s product offering

•Proven ability to manage change.

•Proven ability to manage large-scale projects.

Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.