Job Family: Commercial Sales Support
The Relationship Associate is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. 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. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
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 (RM)s
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 lines, and partnering with Independent Risk during client Annual Reviews
Assists in implementation of cash transactions for Banker
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
6-10 years relevant experience/knowledge of banking and investment products and process
Proven track record of providing sound banking and financial advice and solutions to clients
Demonstrates core credit skills
Knowledge of accounting, finance and credit
Ability to work effectively in team setting
Relationship management experience
Demonstrates an intermediate level of Early Warning Detection skills
Demonstrates ability to close deals and proficiently manage the credit origination process, gather and maintain credit documentation and monitor accounts
Demonstrates advanced understanding of accounting principles, financial modeling, and statement analysis
Excellent interpersonal, communication and influencing skills
Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
Experience creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs.
Able to quickly adapt priorities based on the latest data insights
Must have a sharp business development focus and demonstrative innovative approaches
Education Bachelors degree, potentially Masters degree
Benefits Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Location Dallas, Texas, United States
Salary $103,200.00 - $154,800.00
EEO Statement 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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The Relationship Associate is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. 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. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.
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 (RM)s
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 lines, and partnering with Independent Risk during client Annual Reviews
Assists in implementation of cash transactions for Banker
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
6-10 years relevant experience/knowledge of banking and investment products and process
Proven track record of providing sound banking and financial advice and solutions to clients
Demonstrates core credit skills
Knowledge of accounting, finance and credit
Ability to work effectively in team setting
Relationship management experience
Demonstrates an intermediate level of Early Warning Detection skills
Demonstrates ability to close deals and proficiently manage the credit origination process, gather and maintain credit documentation and monitor accounts
Demonstrates advanced understanding of accounting principles, financial modeling, and statement analysis
Excellent interpersonal, communication and influencing skills
Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
Experience creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs.
Able to quickly adapt priorities based on the latest data insights
Must have a sharp business development focus and demonstrative innovative approaches
Education Bachelors degree, potentially Masters degree
Benefits Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Location Dallas, Texas, United States
Salary $103,200.00 - $154,800.00
EEO Statement 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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