Relationship Associate, Citi

Citi

Location:
United States, San Francisco

Category:
Banking

Contract Type:
Employment contract

Salary:

88400.00 - 132600.00 USD / Year

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Job Description:

The Relationship Associate is a seasoned professional role that applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow. Requires in-depth understanding of how areas collectively integrate within the sub-function and contribute to the objectives of the function and overall business.

Job Responsibility:

Builds relationships with client network and operational teams
Ensures timely completion of Know Your Client (KYC) and other regulatory requirements
Helps clients to access Citi's global network
Works with RMs and product partners to on-board new clients/new subsidiaries
Coordinates credit requests and approvals from Citi's global network
Engages with product partners to identify revenue opportunities
Ensures periodic support discussions are held with clients
Maintains correct client legal and marketing hierarchies
Partners with Credit Admin team to ensure credit documentation is kept current
Partners with Credit Admin team to monitor usage of credit lines
Assists in implementation of cash transactions for Banker
Appropriately assess risk when business decisions are made

Requirements:

5-8 years of relevant experience in a financial services environment
Demonstrated expertise in Commercial Banking Products
Strong experience in Pipeline and Relationship Management
Proficiency with Salesforce
Proven ability to collaborate effectively with diverse stakeholders
Exceptional organizational skills
Strong problem recognition and resolution capabilities
Ability to perform effectively under pressure
Highly effective communication skills
Excellent interpersonal and influencing skills
Proactive approach to strengthening business relationships
Advanced proficiency in MS Office Suite (Word, Excel, PowerPoint)
Bachelors/University degree or equivalent experience

What we offer:

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages including vacation, sick leave, and paid holidays
discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
September 16, 2025

Expiration:
September 22, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Relationship Associate

Citi

Location:United States, San Francisco

Category:Banking

Contract Type:Employment contract