**Responsibilities**:
- Working closely with all members of the Escrow Team, assist with the marketing, delivery and servicing of the Escrow Agent Product to Private Bank clients
- Assist with closing new escrow agent business opportunities.
This includes participating in sales calls, presentations and conference calls as necessary.
- Prepare presentations and create customized, ad-hoc marketing materials as needed.
- Domestic travel when / as required.
- In conjunction with internal Citibank legal counsel and/or external legal counsel, as appropriate, negotiate escrow agreements for new transactions, adhering closely to Citi legal requirements and client timeframes.
Understand and minimize the risks of escrow agent transactions when negotiating agreements.
- Involve third party providers such as Continental Stock Transfer or Epiq in contract negotiations as needed.
- Involve internal partners such as the CITI PRIVATE BANK trading desk or Citi Investment Management as needed.
- Work closely with Private Bankers / Banker Associates to obtain all required Know Your Customer / AML / Patriot Act and related account opening documentation.
- Coordinate deal closings with clients - attend and/or participate in closing calls as necessary.
Ownership and execution of key Banker/Sales business & practice monitoring and control activities which includes production of various periodic management status reports, committees, etc.
as required
**Qualifications**:
- 10+ years of experience
- Experience working with escrow transactions and settlement funds is preferred.
Familiarity with the securities industry - specifically, securities movements, fixed income securities and deposit products
- Technical skills: thorough knowledge and familiarity with Microsoft Word, Excel, Powerpoint and Outlook required.
Knowledge of Microsoft Access helpful, but not essential.
- Analytical skills:The ability to read, comprehend and interpret legal documents and contracts governing escrow accounts is required.
- Negotiating skills: experience with negotiating contracts or documents related to escrow accounts.
- This position requires heavy client contact; strong interpersonal and client relationship management skills are essential.
- Excellent oral and written communication skills
**Education**:
- Bachelor's/University degree, Master's degree preferred
- CFP
- **Job Family Group**:
Private Client Coverage
- **Job Family**:
Private Client Business Development
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
View the "**EEO is the Law**" poster.
View the **EEO is the Law Supplement**.
View the **EEO Policy Statement**.
View the **Pay Transparency Posting