Relationship Associate, Citi

Citi

Location:
United States, New York ▼
Los Angeles
San Francisco
Boston

Category:
Banking

Contract Type:
Employment contract

Salary:

88400.00 - 132600.00 USD / Year

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Job Description:

CCB is part of Citi, a leading global financial services company, which has approximately 200 million customer accounts and does business in over 160 countries and jurisdictions. The Emerging Corporates Digital, Technology & Communications group targets clients with revenues between $10M – $100M and the Relationship Associate supporting CCB’s Emerging Corporates Banking segment plays a critical role in providing support to Relationship Managers and enhancing the client experience.

Job Responsibility:

Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution
Ensures timely completion of Know Your Client (KYC) and other regulatory requirements, in partnership with product partners and Relationship Managers (RM)s
Helps clients to access Citi’s global network, locating local coverage and product support across the globe
Works with RMs and product partners to on-board new clients/new subsidiaries and KYC/initial credit set-ups completed
Coordinates credit requests and approvals from Citi’s global network
Engages with product partners and Citi’s global network to identify revenue opportunities and to position certain products with clients
Ensures periodic support discussions are held with clients and are correctly documented
Maintains correct client legal and marketing hierarchies
Partners with Credit Admin team to ensure credit documentation is kept current: FX, derivatives, Loans, LCs and other credit-related documents
Assists in implementation of cash transactions for Banker
Proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure, and seamless client experience
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

Requirements:

5-8 years relevant experience
Knowledge of Cash Management, Commercial Banking and Treasury Services products
track record of providing sound solutions to clients
Strong Pipeline and Relationship Management experience
Knowledge of Salesforce and CRM(Deal Entry System)
Client Management experience
Project Management experience
Experience partnering with stakeholders to achieve goals
Strong organizational skills
Excellent interpersonal, communication and influencing skills
Highly effective communication skills with ability to adapt communication style to effectively manage bankers, product partners and other Citi internal resources involved in client portfolios as well as clients
Ability to work under pressure and manage multiple priorities
Problem recognition and resolution skills
Strong MS Word, Access, Excel, and PowerPoint
Bachelors/University degree or equivalent experience

What we offer:

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
planned time off (vacation)
unplanned time off (sick leave)
paid holidays

Additional Information:

Job Posted:
August 22, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Relationship Associate