Relationship Associate - Corporate Bank - Industrials - AVP
Citi, New York, NY, United States
Relationship Associate - Corporate Bank - Industrials - AVP
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview
The Relationship Associate is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Relationship Associate also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities: Build relationships with various internal and external audiences to ensure timely problem resolutions and to provide support for a range of audience needs and services Perform financial and operational investigations, including credit, foreign exchange, cash management and trade services, ensuring timely resolution and client satisfaction Assist Banker with the preparation of relationship reviews and client portfolios Partner with Product Partners and Relationship Managers to perform various activities for Know Your Client (KYC) requirements, including timely origination, monitoring, renewals and completion across all product and marketing levels Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections and renewals for Standby Letters of Credit and justify exceptions, as well as credit allocation from Parent Account Management teams and Credit Risk Management Identify revenue opportunities, position certain products with clients and monitor billing and service queries, as well as correct mapping/marketing hierarchies in Citi Investment Strategies (CIS) to ensure revenues earned from all products are appropriately reflected Represent banking coverage team in client meetings Assist with Banker activities in the absence of Banker, including making decisions and assisting in closing transactions, as needed 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: 5-8 years of experience Bachelor's degree in Finance or closely related areas of Business Administration Credit skills/experience (i.e., financial accounting, commercial lending theories, industry awareness, loan structuring, etc.) preferred Proven ability to learn and exert sound judgment Ability to be client focused and results oriented Consistently demonstrate follow-up and organizational skills Consistently demonstrate clear and concise written and verbal communication Proven planning, negotiation and analytical skills Consistently demonstrate a professional attitude Series 7 and 63 licenses preferred Education: Bachelor's degree/University degree or equivalent experience in Finance or closely related areas of Business Administration This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview
The Relationship Associate is an intermediate-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Relationship Associate also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities: Build relationships with various internal and external audiences to ensure timely problem resolutions and to provide support for a range of audience needs and services Perform financial and operational investigations, including credit, foreign exchange, cash management and trade services, ensuring timely resolution and client satisfaction Assist Banker with the preparation of relationship reviews and client portfolios Partner with Product Partners and Relationship Managers to perform various activities for Know Your Client (KYC) requirements, including timely origination, monitoring, renewals and completion across all product and marketing levels Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections and renewals for Standby Letters of Credit and justify exceptions, as well as credit allocation from Parent Account Management teams and Credit Risk Management Identify revenue opportunities, position certain products with clients and monitor billing and service queries, as well as correct mapping/marketing hierarchies in Citi Investment Strategies (CIS) to ensure revenues earned from all products are appropriately reflected Represent banking coverage team in client meetings Assist with Banker activities in the absence of Banker, including making decisions and assisting in closing transactions, as needed 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: 5-8 years of experience Bachelor's degree in Finance or closely related areas of Business Administration Credit skills/experience (i.e., financial accounting, commercial lending theories, industry awareness, loan structuring, etc.) preferred Proven ability to learn and exert sound judgment Ability to be client focused and results oriented Consistently demonstrate follow-up and organizational skills Consistently demonstrate clear and concise written and verbal communication Proven planning, negotiation and analytical skills Consistently demonstrate a professional attitude Series 7 and 63 licenses preferred Education: Bachelor's degree/University degree or equivalent experience in Finance or closely related areas of Business Administration This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.