Relationship Associate

The Relationship Associate is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the subfunction/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

**Responsibilities**:
Proactively manage a portfolio of CCB Client relationships.

Providing clients with customized solutions / services to manage their businesses with greater efficiency. Partnering with the operations team / clients on process re-engineering initiatives, thereby contributing to increased operational efficiencies.

Partnering with the Relationship Managers and Product Sales Managers to boost cross-sell and drive increase in share of wallet.

Working closely with the respective industry heads on various reportings & presentations
- 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
- Maintaines 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 credit lines, and partnering with Independent Risk during client Annual Reviews
- Assists in implementation of cash transactions for Banker

**Qualifications**:

- 2-5 years relevant experience
- Working experience of excel and 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.
- **Job Family Group**:
Commercial and Business Sales
- **Job Family**:
Commercial Sales Support
- **Time Type**:
Full time
- Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "**EEO is the Law**" poster. View the **EEO is the Law Supplement**.

View the **EEO Policy Statement**.

View the **Pay Transparency Posting