Wealth Management, Mortgage) • Partner with cross retail segment Area peers spanning Wealth Management, Consumer and Mortgage and initiate collaboration to optimize relationships to execute sales plan • Accountable to scorecard metrics and KPI's as defined by Senior Management • Support the development of small business knowledge and skills to assigned branch Area team through execution of joint sales activities, ongoing training, and identifying referral opportunities • Call on your assigned book of high valued clients, to deepen the relationship and retain their business, while owning, responding to, and proactively uncovering future needs, roadblocks, or risks for the business to achieve their goals • Educate and introduce clients to the appropriate products and services that fit their needs and grow both the balance and revenue of your portfolio • Manage credit requests up to $250K, and work closely with Sr. Be accountable to client service scores • Collaborate with Consumer and Wealth business partners to deepen client relationships • Work closely with the credit/risk team and Branches to facilitate loan closings, including pipeline management, loan escalations / appeals and advocacy, application quality and pricing issues • Strictly adhere to internal control policies such as the account opening and credit protocols of accurate collection, completion and updating of all required documentation • 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.