Relationship Associate

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Job 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 (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
• 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:

• 5-8 years relevant experience
• Knowledge of Cash Management, Commercial Banking and Treasury Services products; track record of providing sound solutions to clients
• Strong Pipeline and Relationship Management experience
• Knowledge of Salesforce and CRM(Deal Entry System)
• Client Management experience
• Project Management experience
• Experience partnering with stakeholders to achieve goals
• Strong organizational skills
• Excellent interpersonal, communication and influencing skills
• Highly effective communication skills with ability to adapt communication style to effectively manage bankers, product partners and other Citi internal resources involved in client portfolios as well as clients
• Ability to work under pressure and manage multiple priorities
• Problem recognition and resolution skills
• Strong MS Word, Access, 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.

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Job Family Group:

Commercial and Business Sales

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Job Family:

Commercial Sales Support

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$88,400.00 - $132,600.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. 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.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Aug 28, 2025

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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.