Relationship Associate, Citi

Citi

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

Category:
Finance

Contract Type:
Employment contract

Salary:

88400.00 - 132600.00 USD / Year

Save Job

Apply Position

Job Description:

The Relationship Associate supporting CCB’s Emerging Corporates Banking segment is a critical role that provides support to our Relationship Managers and enhances the client experience. The RA supports the needs of the Banker by managing the multiple touch points required to execute for CCB Clients. They are subject matter experts in navigating the internal workings of Citi’s operations including client service teams, credit admins, internal business controls and product partners.

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 (RMs)
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 of relevant experience in a financial services environment
demonstrated expertise in Cash Management and Treasury products with a proven track record of developing and delivering sound solutions to clients
strong experience in Pipeline and Relationship Management
proficiency with Salesforce and CRM (Deal Entry System)
proven ability to collaborate effectively with diverse stakeholders to achieve common goals
exceptional organizational skills
strong problem recognition and resolution capabilities
ability to perform effectively under pressure, manage multiple priorities concurrently, and consistently serve as a key point of contact
highly effective communication skills, adaptable to various audiences, including clients, bankers, and internal product partners
excellent interpersonal and influencing skills
proactive approach to strengthening business relationships, focused on delivering a simple, secure, and seamless client experience
advanced proficiency in MS Office Suite (Word, Excel, PowerPoint)

What we offer:

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

Additional Information:

Job Posted:
August 23, 2025

Expiration:
August 29, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

View All Jobs In This Company

Job Link Share:

Relationship Associate

Citi

Location:United States, New York ▼Los AngelesSan FranciscoBoston

Category:Finance

Contract Type:Employment contract