CCB CORE Segment - Relationship Associate
Overview:
As a Relationship Associate at Citi, you support client relationships and coordinate across internal teams to enable seamless onboarding and regulatory compliance. You operate within Citi's global network to connect clients with coverage and product support, drive KYC and credit setup processes, and identify revenue opportunities. You work closely with RMs and product partners to maintain accurate client data and documentation while upholding risk controls. This role blends relationship management with regulatory diligence to impact the unit's performance and client experience. Compensation / Benefitsmedical, dental & vision coverage 401(k)life, accident, and disability insurancewellness programspaid time off (vacation)paid holidays
Responsibilities:
- Build and maintain client relationships across networks and operations to serve as a go-to contact for requests and issue resolution
- Ensure timely completion of KYC and regulatory requirements with product partners and RMsAssist clients in accessing Citi's global network for local coverage and product support
- Support onboarding of new clients/subsidiaries and KYC/initial credit setups
- Coordinate due diligence for credit approvals and closings
- Identify revenue opportunities by engaging with product partners and clients
- Conduct periodic client discussions and document them appropriately
- Maintain accurate client legal and marketing hierarchies
- Collaborate with Credit Admin to keep credit documentation current (FX, derivatives, loans, LCs)
- Monitor credit line usage and support Annual Reviews with Independent RiskAssist in implementing cash transactions for bankers
- Assess risk in business decisions and escalate control issues with transparency
Key requirements:
- 6-10 years relevant experienceKnowledge of Cash Management and Treasury products; track record of client solutions
- Strong Pipeline and Relationship Management experienceKnowledge of Salesforce and CRM (Deal Entry System)
- Experience partnering with stakeholders to achieve goals
- Strong organizational skills
- Excellent interpersonal, communication and influencing skills
- Proactive approach to strengthening client relationships and delivering seamless experiences
- Strong analytical and problem-solving skills; MS Word, Access, Excel, Power
- Pointinterpersonal communicationinfluencing and diplomacyproactivity
- SalesforceCRM (Deal Entry System)MS Word