Citi Careers – Relationship Associate

Website Citi

Job Description:

The Industrials Group reports into our Emerging Corporates business and will be focused on banking privately held, predominately growth focused, companies that are US-headquartered companies with revenues between $20 million and $100 million. Growth in this segment is based on a prudent and organized approach to client selection and capital allocation to ensure we are developing strong relationships with clients who seek Citi’s unique value proposition based on our global platform and sophisticated product set.

Job Responsibilities:

  • Assist in creating relationship plans
  • Maintains correct client legal and marketing hierarchies
  • Builds trusted relationships with client network and operational teams, becoming a key contact for KYC, routine requests / problem escalation and resolution
  • Works with support teams to on-board new clients (and new subsidiaries), including handling initial KYC requirements and account opening documents
  • Helps facilitate the documentation and implementation of non-credit solutions, coordinating with clients and product partners as required
  • Ensures the operational effectiveness of the client relationship by coordinating and communicating across multiple products and / or geographies to ensure client execution and satisfaction
  • Engages with product partners and Citi’s global network to identify cross-sell opportunities through the use of the Heat Map
  • Ensures regular discussions are held with clients and are correctly documented in coordination with Credit Analyst as part of process where applicable (i.e. – credit call memos / annual credit reviews)
  • Ensures credit documentation is kept current for credit solutions (FX, Derivatives, Loans, LCs and other credit-related solutions)
  • Updates systems, including Salesforce, for prospect and client data, including accuracy of pipelines and bookings
  • For credit clients, co-ordinates loan documentation and facility bookings with Credit Admin

Job Requirements:

  • 5-8 years relevant experience

Qualification & Experience:

  • Bachelors/University degree or equivalent experience

Job Details:

Company: Citi

Vacancy Type: Full Time

Job Location: Los Angeles, CA, US

Application Deadline: N/A

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