Relationship Associate

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Job Overview

Overview:The Junior Relationship Manager (associate) in the Commercial Banking (CCB) segment is responsible for supporting the senior Relationship Management team in maintaining and developing relationships with corporate clients. This professional will assist in managing a client portfolio, ensuring the delivery of financial solutions tailored to their needs, and contributing to the growth of the portfolio.

Responsibilities:

• Actively calling on clients to deepen relationships and proactively owning, responding to and anticipating any future needs, challenges or risks, leveraging internal resources to assist where necessary
• Responsible for resolving issues with clients’ portfolios to enhance complete satisfaction
• Working closely with senior RMs, product specialists and subject matter experts across the bank to structure customized solutions that meet clients’ unique needs
• Working closely with senior RMs to leverage the expertise and capabilities of other Citi businesses to better achieve mutual business goals together
• Identifies cross-sell opportunities to deepen and increase share of wallet
• Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
• Identifying and pursuing new clients aligned with value proposition.
• Staying connected with influencers, industry associations, thought leaders and senior business contacts to expand industry knowledge and deepen Citi Comercial Banking (CCB)’s relationship with these partners
• Ensuring deals are structured to balance risk and reward, so teams’ incentives align with acting in the clients’ interests
• Actively protects Citi’s assets and reputation by being the first line of defense from credit risk management perspective
• Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time

Education:

• Bachelor’s/University degree
• English fluency is mandatory
• CPA20 is required

Qualifications:

• 1 - 3 years of experience
• Demonstrates sound credit skills by being able to support in structuring deals, which can include capital market transactions
• Demonstrates level of Early Warning Detection and Credit skills;
• Organizational skills, a high degree of self-motivation, initiative, and leadership potential
• Ability to prepare the analysis and materials for a meeting, while exhibiting professionalism and insight throughout their interaction with the client
• Strong communication, interpersonal, and relationship-building skills
• Innovative and creative problem-solving ability
• Cooperation and focus in achieving group and client objectives

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Job Family Group:

Commercial and Business Sales

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Job Family:

Relationship Management

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Time Type:

Full time

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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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