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Personal Banking

Location: United States Experience Type: Job Simulations

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Launch and track the success of a new personal credit card called Kharismo with Citi’s Personal Banking team

Welcome to our job simulation! We are so excited to have you here.

Citi’s U.S. Personal Bank, a leader in banking, credit cards and wealth management through Citigold, is a critical growth engine for Citi. To stay ahead of rapidly changing consumer preferences and competitive dynamics, the U.S. Personal Bank is accelerating our growth in proprietary cards, deepening our penetration in our six core retail markets and continuing to invest in digital capabilities.

Enroll in our Personal Banking Job Simulation today to experience our day-to-day work, develop core skills in client communication, product development, and marketing campaign execution, and showcase motivation to our recruiters.

This Job Simulation is not an employment relationship with Citi. It is Forage’s policy and recommendation that you do not list this job simulation as employment work experience or an internship. You are welcome to consider adding your completion as an extracurricular activity, as outlined in Forage’s CV Policy reference guide. You will receive a certificate at the end of this experience. To receive your certificate, you must confirm that you have reviewed and consented to the Forage CV Policy reference Guide.

This program is self-paced. It takes approximately 5-6 hours to complete.

Skills Learned:

  • Acquiring Customer Feedback / Market Research
    Gather customers’ needs, preferences, and profiles to design a new credit card

    • Identifying Client’s Needs
    • Fact Finding
    • Client Communication
  • Preparing the launch of a new personal branded credit card
    Design a new personal branded credit card

    • Product Development
    • Idea Generation
    • Communication
    • Microsoft PowerPoint
  • Present raw data in a digestible format
    Analyze and summarize customer and industry data to draw meaningful conclusions

    • Quantitative Analysis
    • Microsoft Excel
    • Communication
  • Present useful insights on Kharismo’s customer base and the charges levied on them
    Draw useful insights and offer suggestions to expand Kharismo’s customer base and reduce its default risk

    • Data Analysis
    • Data Extraction
    • Communication
    • Microsoft Excel
    • Microsoft PowerPoint
  • Finish Line

Experience Information

Sponsor
Citi
Learn More
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Meet the Community Team

Daniel Pascoe Aguilar
Fndg. Director of Ctr. for Social Justice & CDO
Meet DANIEL
Pamela Jimenez
Program Director for the Center for Social Justice
Meet Pamela
community@excelsior.edu

7 Columbia Circle
Albany, NY 12203

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