Relationship Associate, Citi

Citi

Location:
Canada, Toronto

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

The Relationship Associate is a strategic professional who stays abreast of developments within the CCB portfolio supporting front-line coverage Bankers with portfolio management and customer prospecting. Recognized technical authority in financial analysis, modelling and pitch development. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business.

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
Partners with Credit Admin team to monitor usage of credit lines, and partnering with Independent Risk during client Annual Reviews
Assists in implementation of cash transactions for Bankers
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:

6-10 years relevant experience
Bachelors degree, potentially Masters degree

Additional Information:

Job Posted:
July 19, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Relationship Associate