Relationship Associate | Citi Commercial Bank (CCB)

Citi; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

Citi Commercial Bank in Sydney seeks a Relationship Associate to support and grow a diverse portfolio of commercial clients. You will work with Relationship Managers, Product Partners, and Onboarding teams to ensure seamless onboarding, servicing, and lifecycle management across Citi's global network.

The role emphasizes client relationship development, onboarding accuracy, and proactive issue resolution, with a focus on delivering exceptional client experiences in a fast-paced banking

Qualifications

• Bachelor's degree or equivalent experience required.
• Strong communication and interpersonal skills across internal and external stakeholders.
• Ability to manage multiple workstreams with strong organisational skills.
• Experience in corporate banking or client relationship management is advantageous.
• Comfort with CRM systems and MS Office tools are desirable.

Responsibilities

• Support Relationship Managers in managing and developing client relationships across a portfolio of clients.
• Establish and foster relationships with key client contacts and stakeholders within portfolio companies.
• Serve as a day-to-day contact for client inquiries, coordinating responses and ensuring a strong client experience.
• Ensure periodic client engagement discussions are documented and tracked.
• Help clients access Citi's global network by coordinating introductions to local coverage teams and product specialists.
• Identify opportunities to improve client satisfaction and service delivery.

Skills

Relationship management

Client service

Communication

Time management

Cross-functional collaboration

Attention to detail

Problem solving

Education

Bachelor's degree or equivalent experience

Tools

CRM platforms

Microsoft Office

Job description

About Citi

Citi is a leading global bank with approximately 200 million customer accounts across 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 Commercial Bank

The Citi Commercial Bank (CCB) business serves corporates with revenue between $10 million and $1.5 billion, delivering Citi's distinctive global network and product capabilities. CCB's aim is to act as a trusted thought partner to support our clients' growth by providing access to a full suite of banking solutions, including lending, trade, treasury and cash management, foreign exchange, payments and advisory services. As a key growth engine within Citi's global franchise, CCB supports companies across a broad range of industry sectors and stages of development, helping clients expand domestically and internationally through Citi's unparalleled global network. By combining deep local market knowledge with Citi's international reach, CCB delivers tailored solutions that help clients achieve their strategic and financial objectives.

Role

The Relationship Associate (RA) plays a critical role in establishing and deepening client relationships across multiple industry sectors. Supporting the growth and management of a diverse portfolio of emerging and established commercial clients, the RA is dedicated to elevating the client experience and delivering efficient outcomes for both the client and the firm. Key responsibilities include providing proactive support across onboarding, KYC/AML, servicing, credit processes, and overall portfolio management. Acting as a central point of coordination, the RA collaborates closely with Relationship Managers, Product Partners, Operations, Onboarding Managers, Credit, Risk, and Citi’s global network to ensure seamless execution across the entire client lifecycle. This multifaceted role offers significant exposure to a comprehensive suite of banking products and the opportunity to partner with colleagues across Citi's global franchise.

Responsibilities

Client Relationship Management

• Support Relationship Managers in managing and developing client relationships across a portfolio of clients.
• Establish and foster relationships with key client contacts and stakeholders within portfolio companies.
• Serve as a trusted day-to-day contact for client enquiries, coordinating responses and ensuring an exceptional client experience.
• Ensure periodic client engagement and support discussions are appropriately documented.
• Help clients access Citi's global network by coordinating introductions to local coverage teams and product specialists around the world.
• Identify opportunities to improve client satisfaction and support initiatives focused on enhancing the overall client experience.

Client Onboarding and KYC Management

• Coordinate and support the onboarding of new clients, subsidiaries and banking products across Citi's platform.
• Partner with Relationship Managers, Product Partners and Onboarding teams to facilitate seamless onboarding and implementation processes.
• Ensure timely completion of Know Your Client (KYC), Anti-Money Laundering (AML) and other regulatory requirements.
• Create, maintain and coordinate KYC records, periodic reviews and remediation activities.
• Monitor onboarding progress and proactively manage internal and client-facing actions to ensure timely completion.
• Maintain accurate client data, legal entity information and client hierarchies across Citi systems.

Client Servicing and Issue Resolution

• Build strong partnerships with operational and service teams, becoming a key point of coordination for client requests, escalations and issue resolution.
• Monitor and track servicing requests through to completion, escalating issues where appropriate.
• Coordinate client service activities across Operations, Product, Implementation and Coverage partners.
• Support account maintenance activities including account documentation updates, signatory changes and account lifecycle events.
• Drive continuous improvement by identifying opportunities to simplify processes and enhance service delivery.

Business Development and Revenue Support

• Coordinate internal stakeholders in connection with new business opportunities and client initiatives.
• Engage with product partners and Citi's global network to identify opportunities to deepen client relationships and expand product penetration.
• Support execution and implementation of client solutions across lending, treasury and trade solutions, foreign exchange, payments and other banking products.
• Assist with Salesforce CRM management and maintenance of pipeline, deal and client information.

Risk, Controls and Compliance

• Maintain a strong control environment by adhering to all applicable policies, procedures and regulatory requirements.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.
• Support compliance with applicable laws, rules and regulations while exercising sound ethical judgment in business practices and conduct.
• Escalate risks, control issues, client concerns and compliance matters in a timely and transparent manner.
• Contribute to a culture of accountability, integrity and responsible risk management.

Qualifications

• 2-5 years of relevant banking, financial services, corporate banking, credit, treasury, client service or relationship management experience.
• Strong organisational and project management skills with the ability to prioritise and manage multiple workstreams simultaneously.
• Excellent communication and interpersonal skills with the ability to build effective relationships internally and externally.
• Demonstrated ability to work collaboratively in a team environment across multiple stakeholders and geographies.
• Strong attention to detail and analytical capabilities.
• Ability to work effectively under pressure and manage competing priorities.
• Client-focused mindset with a commitment to delivering exceptional service and innovative solutions.
• Commercially minded with an interest in corporate banking, financial markets and client relationship management.
• Ability to embrace new technologies and understand the role digital solutions play in delivering an enhanced client experience.
• Proficiency in Microsoft Office applications and CRM platforms is desirable.

Education

• Bachelor's degree or equivalent experience.

Job Family Group

Commercial and Business Sales

Job Family

Commercial Sales Support

Time Type

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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