Skip to main content



The health and safety of our colleagues and candidates for employment are our highest priority. Accordingly, Citi continues to monitor the COVID-19 situation closely. We have implemented precautionary measures across our firm globally, including conducting all candidate interviews virtually on a temporary basis until further notice where needed.

Relationship Associate - Digital Venture Banking

Job Req ID 22560516 Location(s) San Francisco, California; New York, New York Job Category Commercial and Business Sales
Apply Now

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 group targets clients with revenues between $10M – $100M and support a range of financial solutions:  term and working capital financing, treasury solutions, foreign exchange and trade services.  The Commercial Bank provides specialty lending including Loan Syndications, Asset-Based Lending as well as Cash Management, Trade, Foreign Exchange and Interest Rate Derivatives products.   The business has a dedicated FX desk that trades in over 100 currencies. Citi Business Online, Citibank's web-based banking platform, supports a full range of transaction and reporting capabilities in a secure environment. 

Our Emerging Corporates Bankers are responsible for efficiently deploying the firm’s capital across the globe by evaluating clients’ credit needs.  Bankers work closely with partners in Independent Risk to conduct in-depth financial analysis in order to evaluate credit risk associated with extensions of capital. Bankers are also held accountable for maintaining an appropriate balance between Citi revenues and risk associated with extending capital.

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.

This role is to support our Emerging Corporates TMT team.

Be a part of the work we do to enable progress around the globe

For the past 200 years at Citi, we have a drive to help clients move from ambition to achievement. Our company has been one of the foundational components of today’s modern financial infrastructure—this gives us a level of unmatched expertise in tackling the world’s most complex challenges and connecting across capabilities to enable lasting progress for our clients.

We attract and nurture local talent from all over the world, ensuring our people are both deeply attuned to regional needs but also bring a global mindset to help clients, communities and nations move forward. Our culture is fueled by men and women with the passion to push beyond borders and boundaries, and the wisdom and courage to do what’s right.

Citi’s Commercial Bank embodies our unique purpose as the 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

Did you know…

That Citi helped devise a plan and funded The Public Lighting Authority of Detroit to re-illuminate the city? See what else we’ve achieved to enable progress for our clients:

Successful Relationship Associates should demonstrate the following behaviors

Develops our People: Builds talent and teams for Citi by creating a culture of meritocracy and transparency, and celebrating excellence, initiative and courage

Drives Value for Clients: Enables economic value and positive social impact for clients, companies, governments, and communities

Works as a Partner: Works collaboratively across the firm and encourages others to achieve the best results for Citi and our clients

Champions Progress: Champions a culture of high standards, pushes for progress, embraces change and challenges the status quo in support of Citi’s vision and global strategy

Lives our Values: Ensures systematically responsible outcomes while driving performance and balancing short and long term risks

Delivers Results: Sets high standards and achieves performance objectives by creating a clear path toward ethical and sustainable results

On a daily basis, a Relationship Associate will be responsible for the following

  • Timely completion of CADDS and other KYC requirements for parent names and subs, in partnership with product partners and RMs
  • The operational effectiveness of the client relationship across multiple products by helping clients to access Citi’s global network, locating local coverage and product support across the globe
  • Working with RMs and product partners to on-board new clients/new subsidiaries and KYC/initial credit set-ups completed
  • Building trusted relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution
  • Coordinating credit requests and approvals from Citi’s global network, negotiating and coordinating credit and parent support documentation, loan documentation and commitment bookings
  • Engaging with product partners and Citi’s global network to identify revenue opportunities and to position certain products (e.g. CCB & TTS products, FX, etc.) with clients
  • Ensuring periodic support discussions are held with clients and are correctly documented
  • Maintaining correct client legal and marketing hierarchies
  • Partner with Credit Admin team to ensure credit documentation is kept current: FX, derivatives, Loans, LCs and other credit-related documents
  • Partner with Credit Admin team to monitor usage of credit lines, and partnering with Independent Risk during client Annual Reviews
  • Assist in implementation of cash transactions for Banker

A successful a Relationship Associate has these skills

  • Demonstrates sound knowledge of CCB credit policies and applies them effectively; seeks guidance from more experienced credit officers as needed
  • Understands the credit approval process and moves requests up the credit chain; acts as the primary interface for coordination and execution of routine credit requests and approvals
  • Monitors usage on credit lines on credit lines and recommends efficiencies as required; responds to credit availability queries, manages override requests
  • Administers the CA; ensures lines of credit are correctly set up, commitments booked, etc
  • Supports the negotiation of credit documentation requirements
  • Effectively uses technical support systems (Salesforce, eCADD, etc)
  • Viewed by bankers as point person for routine queries and problem escalation; identifies solutions to client issues
  • Demonstrates sound knowledge of Citi’s core product range
  • Ensures assigned client portfolio is kept current with respect to due diligence and anti-money laundering compliance (CADD) requirements
  • Shares best practices, knowledge, innovation and problem-solving
  • Contributes to re-engineering efforts
  • Takes initiative but knows when to escalate ensuring bankers can focus on marketing efforts and revenue generation
  • Identifies solutions to client needs and plays a key role in driving customer satisfaction
  • Demonstrates a detailed understanding of clients’ current banking relationship, their business and their operations
  • Participates in annual review process for client portfolios


  • Bachelor's Degree
  • 5-7 years’ experience working in a sales process role
  • 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
  • Demonstrates a professional attitude and flexible working style; consistently seen as the go-to person


Job Family Group:

Commercial and Business Sales


Job Family:

Commercial Sales Support


Time Type:

Full time


Primary Location:

San Francisco California United States


Primary Location Salary Range:

$82,140.00 - $123,210.00


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.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting


Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

Apply Now
  • Join our team
    of 220,000+
    strong diverse employees

  • Socially minded employees volunteering in communities across 90 countries

  • Meaningful career opportunities thanks to a physical presence in over 95 markets

We foster a culture that embraces all individuals and encourages diverse perspectives, where you can make an impact and grow your career. At Citi, we value colleagues that demonstrate high professional standards, a strong sense of integrity and generosity, intellectual curiosity, and rigor. We recognize the importance of owning your career, with the commitment that if you do, we promise to meet you more than half way.

Saved Jobs

You have no saved jobs

Previously Viewed Jobs

You have no viewed jobs