Relationship Associate - C13 - SAN FRANCISCO

The Relationship Associate at Citigroup’s Global Corporate Bank is responsible for supporting the relationship management team and its clients in a variety of international and domestic banking needs. The role consists of liaising with coverage teams and product partners globally to provide timely identification and resolution to client issues; and to facilitate the implementation of new client solutions, and manage the allocation of credit, to support Citi’s Treasury and Trade Solutions (TTS), and Markets franchises.  The Relationship Associate also serves as a main point of contact for Citi’s cross-functional units such as AML/KYC and Credit Operations to ensure compliance with regulatory and credit-related legal requirements.

We are looking for an individual with excellent problem-solving, organizational, and written and verbal communication skills, to assist our Fortune 100 Consumer and Retail clients in navigating Citi’s broad global network, while developing a deep understanding of their priorities to drive client satisfaction and identify new business opportunities. Solid understanding of KYC, credit management, and Citi’s corporate banking product capabilities is strongly desired, as well as a positive attitude and strong work-ethic.

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:

• 6-10 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
• Comprehensive knowledge of Support, Credit & Legal documentation requirements (e.g. Letters of Comfort, parent guarantees, LC's and their agreements, ISDA/CSA, Short Term Loan agreements, Cards Agreements, etc.)
• Comprehensive knowledge of the client's treasury model and philosophy (funding model, cash management strategy, decision making, subsidiary support policy, wallet sharing, who is in the bank group, etc.)
• 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

Education:

• Bachelor's degree/University degree or equivalent experience
• Master's degree preferred

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:

Institutional Banking

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Job Family:

Corporate Banking

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Time Type: