Citigroup Inc.
Relationship Associate - Digital, Technology & Communications
Citigroup Inc., San Francisco, California, United States, 94199
Overview
We’re looking for a Relationship Associate to join our world-class team Citi Commercial Bank (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. CCB has operations in over 28 countries with local expertise contributed by in-country commercial bankers. CCB embodies our unique purpose as a global bank of choice for trade-oriented, mid-sized companies who see us as trusted thought partners that bring simplicity in an increasingly complex world, client-centric solutions for long term growth and pave the way for them to reach across borders and achieve their global vision. The Emerging Corporates Digital, Technology & Communications group targets clients with revenues between $10M – $100M. 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. Responsibilities
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. Qualifications
Experience & Product Knowledge:
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.
Problem-Solving & Organization:
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.
Communication & Client Focus:
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.
Technical Proficiency:
Advanced proficiency in MS Office Suite (Word, Excel, PowerPoint).
Education
Bachelors/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Salary: Primary Location - San Francisco, California, United States Primary Location:
San Francisco California United States Time Type:
Full time Job Family Group:
Commercial and Business Sales Job Family:
Commercial Sales Support Anticipated Posting Close Date:
Sep 25, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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We’re looking for a Relationship Associate to join our world-class team Citi Commercial Bank (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. CCB has operations in over 28 countries with local expertise contributed by in-country commercial bankers. CCB embodies our unique purpose as a global bank of choice for trade-oriented, mid-sized companies who see us as trusted thought partners that bring simplicity in an increasingly complex world, client-centric solutions for long term growth and pave the way for them to reach across borders and achieve their global vision. The Emerging Corporates Digital, Technology & Communications group targets clients with revenues between $10M – $100M. 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. Responsibilities
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. Qualifications
Experience & Product Knowledge:
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.
Problem-Solving & Organization:
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.
Communication & Client Focus:
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.
Technical Proficiency:
Advanced proficiency in MS Office Suite (Word, Excel, PowerPoint).
Education
Bachelors/University degree or equivalent experience This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. Salary: Primary Location - San Francisco, California, United States Primary Location:
San Francisco California United States Time Type:
Full time Job Family Group:
Commercial and Business Sales Job Family:
Commercial Sales Support Anticipated Posting Close Date:
Sep 25, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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