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Citi

Runs banking and payments for global clients

Relationship Associate - Power

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeNew York, NY, USAIn-person

About the Job

Requirements

  • The role requires 6–10 years of experience.
  • A bachelor's degree in finance or closely related areas of business administration is required, or equivalent experience.
  • Credit skills or experience, including financial accounting, commercial lending theories, industry awareness, and loan structuring, are preferred.
  • The role requires comprehensive knowledge of support, credit, and legal documentation requirements, including letters of comfort, parent guarantees, letters of credit and their agreements, ISDA/CSA, short-term loan agreements, and card agreements.
  • The role requires comprehensive knowledge of the client's treasury model and philosophy, including funding model, cash management strategy, decision-making, subsidiary support policy, wallet sharing, and bank group.
  • The role requires client focus and results orientation.
  • The role requires consistent follow-up and organizational skills.
  • The role requires clear and concise written and verbal communication.
  • The role requires planning, negotiation, and analytical skills.
  • The role requires a professional attitude.

Responsibilities

  • Build relationships with internal and external audiences to resolve problems promptly and support 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 the Banker with preparing relationship reviews and client portfolios.
  • Partner with Product Partners and Relationship Managers on Know Your Client (KYC) activities, including timely origination, monitoring, renewals, and completion across product and marketing levels.
  • Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections, and renewals for Standby Letters of Credit; justify exceptions and facilitate credit allocation from Parent Account Management teams and Credit Risk Management.
  • Identify revenue opportunities, position products with clients, monitor billing and service queries, and correct mapping and marketing hierarchies in Citi Investment Strategies (CIS) so revenue from products is appropriately reflected.
  • Represent the banking coverage team in client meetings.
  • Assist with Banker activities in the Banker's absence, including making decisions and helping close transactions as needed.
  • Assess risk in business decisions, protect the firm's reputation and its clients and assets, drive compliance with applicable laws, rules, and regulations, adhere to policy, apply sound ethical judgment to personal behavior and business practices, and escalate, manage, and report control issues transparently.
  • Help clients with letter of credit and standby letter of credit issuance and related pre- and post-processing needs.
  • Manage and service client needs related to Transaction Banking products.

Desired Qualifications

  • A master's degree is preferred.

About the Company

Citi

Runs banking and payments for global clients

Citi runs banking, investment and payment services for companies, governments and individuals around the world. Its global network connects institutions with local banking systems, while its US consumer business sells credit cards and deposit accounts. Corporate clients use Citi to manage cash, finance trade and raise capital, and investors use its trading, custody and wealth services to hold and manage assets. The bank earns interest on loans and fees from payments, securities transactions, financial advice and account services. Citi traces its banking roots to 1812; the Citigroup holding company was formed in 1998, and its headquarters are in New York City.

Company size
10,001+
Company stage
IPO
Headquarters
New York City, New York
Founded
1812

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