Relationship Associate - Commercial Bank

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Relationship Associate - Commercial Bank-19003175
  About Citi: Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. Citi’s Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities. Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all. We’re looking for a Relationship Associate to join our world-class team The Transaction Settlements Business (TSB) and Public Funds (PF) team is a significant contributor within Citi Commercial Bank (CCB). The team is comprised of highly seasoned Relationship Managers across the US.  The vast majority of our Bankers have over 20 years each of Commercial Banking experience, mostly working with high transaction, high deposit-level Private and Publicly Traded Companies, as well as Government Entities.  Clients are high touch, with large operating deposit balances and heavy users of CCB’s Treasury products and services. TSB embodies Citi’s unique purpose as the bank of choice for high risk industries such as Title, Investment Management, Commercial Real Estate, Property Management, Trust Banks and Mortgage Servicing.  Public Funds cover local governments, counties, cities, towns, villages, public universities, park districts, libraries and water districts.  Our clients see us as trusted thought partners that bring simplicity in an increasingly complex world as CCB provides client-centric solutions for long term growth.   The Relationship Associate (RA) is a critical role that provides support to our Relationship Managers and enhances the client experience.  The RA supports the needs of the Relationship Manager by managing the multiple touch points required to execute for CCB Clients.  The RA is viewed by CCB clients as the point person to open new accounts, prepare compliance updates (e.g. Know Your Customer (KYC), and Anti Money Laundering, AML), handle routine credit queries, and problem escalation.  They are subject matter experts in navigating the internal workings of Citi’s operations.   A Relationship Associate will be responsible for the following 
  • Work with Relationship Managers (RMs) to on-board client accounts and services, including all required due diligence.
  • Work with KYC partners across the bank to complete client KYC records.
  • Support RMs in preparation of presentations and client plans
  • Participate in periodic reviews with clients
  • Assist in ensuring that credit documentation is kept current
  • Building trusted relationships with client network and operational teams, becoming a key contact for problem escalation and resolution 
 A successful Relationship Associate has these skills
  • Effectively uses technical support systems (Salesforce, ASYS, Citi KYC, etc.)
  • 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 (Citi KYC) requirements
  • Shares best practices, knowledge, innovation and problem-solving
  • Takes initiative but knows when to escalate issues, 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
  • 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

  • Associate’s degree required; Bachelor’s degree preferred
  • 5-7 years’ experience working in a sales support role
  • Highly effective communication skills
  • Superior organization skills
  • 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
  EEO Statement: Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity  Pay Transparency: Citi won’t discriminate against anyone for discussing pay, but those with access to pay data in their work can’t disclose it unless responding to complaints/investigations or legal requirements.

12 February 2019
Location: United States New York
Work type:
Full time
Banking and Financial Services
PLEASE! No enquiries from Recruitment Agencies or Headhunters.

Only direct applications will be considered.

This career opportunity is no longer open.
Please search for current vacancies here.

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