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Citi Commercial Bank (CCB) has operations in over 40 countries with local expertise contributed by in-country commercial bankers. CCB embodies our unique purpose as a global bank of choice for trade oriented, mid-sized companies who see us as trusted thought partners that bring simplicity and efficiency in an increasingly complex world, client-centric solutions for long term growth and pave the way for them to reach across borders and achieve their global vision. CCB UK targets clients with revenues between US$100MM – US $3BN and supports a range of financial solutions: treasury and trade solutions; term and working capital financing, and foreign exchange and interest rate derivatives products. The Relationship Associate position is a critical role providing direct support to Relationship Managers in managing banking needs of Mid-Market clients, deepening client relationships and supporting the acquisition and onboarding of new clients across the UK Industrials sector. This role is a key contact for Mid-Market clients providing day to day support for all their banking needs.
Job Responsibility
Work closely with Relationship Managers to provide a 'client first' approach and help to deliver outstanding day to day banking and operational support to Mid-Market clients
Effectively collates client information and anticipates bankers' needs to support productive client and prospect discussions
Confidently represents Banking coverage during client meetings
Supports the engagement and introduction of local coverage teams
assists clients when navigating extensive Citi network, engaging appropriate local coverage and product and service support and delivery
Builds relationships across the Citi network and operational teams, becoming a key contact for client requests, internal requests/escalation and resolution
Work collaboratively with internal stakeholders across Citi to share best practices across teams in order to deliver 'best in class' relationship management to new and existing clients
Strong understanding of Commercial Banking processes and solutions, including Transactional Banking, FX, Trade, Treasury, Working Capital and Lending products
Able to identify and further cross sell across the Citi product suite
Manage existing portfolio of key client relationships for transaction level support
Close coordination with Product partners, Transaction Management, Credit Risk Management Services (CRMS) and the Documentation Unit (DCU) for credit line set up and availment
Primary point of contact for client onboarding, working on customer due diligence, internal system set up and record creation for both new, existing and prospective clients
Liaise both with the client and internal KYC / AML teams to handle requests and documentation related to client on-boarding
Close interaction with operational teams throughout the KYC renewal process
Efficiently navigates internal systems and applications in order to obtain, store and manage data in relation to credit, KYC, account management and client reporting
Viewed by client as key relationship person for routine banking queries, documentation requirements, problem escalation and identification of solutions to client issues
Plays a key role in driving customer satisfaction
Independently monitor service escalations and where appropriate resolves or engages senior support on issues
Demonstrates the ability to adapt and moderate communication style to effectively coordinate Bankers, Product, Commercial Lending Management, Operations and Global Network partners involved in the client portfolio
Assist Industry Lead and full team in the coordination of ad-hoc regulatory/data review exercises
Requirements
Previous experience working within Banking
Previous experience in a client facing role
Knowledge of general banking processes, onboarding processes and cash management & liquidity
Relationship skills with the ability to build and maintain an effective network across the broader Citi organization
Strong organisational skills with the ability to multi-task
Build strong client relationships to become primary client contact for standard requests
Effective collaboration across the organization within CCB and across Citi broadly
Proficiency with Microsoft and CRM applications
Understanding of product implementation and client onboarding process advantageous