Citi Commercial Bank - Relationship Associate, Healthcare, Higher Ed & Nonprofit - AVP

Citi • Los Angeles, CA

1d • Onsite

About The Position

The Relationship Associate is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business. This role is recognized as a technical authority for an area within the business. It requires basic commercial awareness, and typically there are multiple people within the business who provide the same level of subject matter expertise. Developed communication and diplomacy skills are required to guide, influence, and convince others, particularly colleagues in other areas and occasional external customers. This role has a significant impact on the area through complex deliverables and provides advice and counsel related to the technology or operations of the business. The work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Requirements

• 3-5 years relevant experience
• Knowledge of Cash Management and Treasury products; track record of providing sound solutions to clients
• Strong Pipeline and Relationship Management experience
• Strong organizational skills
• Excellent interpersonal, communication and influencing skills
• Proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure, and seamless client experience
• Strong analytical and problem-solving skills
• MS Word, Access, Excel, and PowerPoint

Responsibilities

• Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution.
• Ensures timely completion of Know Your Client (KYC) and other regulatory requirements, in partnership with product partners and Relationship Managers (RM)s.
• Helps clients to access Citi’s global network, locating local coverage and product support across the globe.
• Works with RMs and product partners to on-board new clients/new subsidiaries and KYC/initial credit set-ups completed.
• Coordinates credit requests and approvals from Citi’s global network.
• Engages with product partners and Citi’s global network to identify revenue opportunities and to position certain products with clients.
• Ensures periodic support discussions are held with clients and are correctly documented.
• Maintains correct client legal and marketing hierarchies.
• Partners with Credit Admin team to ensure credit documentation is kept current: FX, derivatives, Loans, LCs and other credit-related documents.
• Partners with Credit Admin team to monitor usage of credit lines, and partnering with Independent Risk during client Annual Reviews.
• Assists in implementation of cash transactions for Banker.
• 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.

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level