Relationship Associate - C13 / C12 - VP / AVP CORPORATE BANKING TORONTO

IIBA (International Institute of Business Analysis); Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial services firm in Toronto seeks a Relationship Associate to support their international banking clients and ensure satisfaction and compliance. The ideal candidate will have a Bachelor's degree and be focused on problem-solving within a complex banking environment. Responsibilities include building relationships, resolving client issues, and facilitating credit originations.

Qualifications

• 4-5 years of experience in financial services preferred.
• Credit skills and experience in financial accounting and commercial lending are desired.
• Ability to work across different time zones.
• Proven planning and organizational skills.

Responsibilities

• Build relationships and provide timely problem resolution.
• Field calls from clients and escalate issues as needed.
• Ensure timely resolution of financial and operational investigations.
• Facilitate credit originations and approvals.
• Assist with the preparation of relationship reviews.

Skills

Problem-solving

Organizational skills

Written communication

Verbal communication

Credit management

Client-focused

Negotiation skills

Analytical skills

Education

Bachelor's degree in Finance or Business Administration

Job description

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 facilitatethe implementation of new client solutions, and manage the allocation of credit, to support Citi's Global Loans, 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 Large Corporates 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 resolution and to provide support for a range of audience needs and services
• Field calls from clients and product partners and escalate issues as needed, navigating through Citi's extensive network of 100+ countries.
• Ensure timely resolution and client satisfaction on all financial and operational investigations including credit, foreign exchange, cash management, trade services, etc.
• Partner with Product Partners and Relationship Managers to perform various activities for Know Your Client (KYC) and AML requirements, including timely origination, monitoring, renewals and completion across all product and marketing levels
• Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections
• Negotiations and renewals for Standby Letters of Credit in collaboration with the Trade teams. For LCs, monitor their requests against committed lines and ensure pricing is in line with Citi standards
• Assist Banker with the preparation of relationship reviews and client portfolios
• Work with Analyst and Associates in preparing spreadsheets for periodic support discussions and coordinate the related meeting or call
• Understand the bank's credit culture, adhere to credit policies and guidelines, and document and justify exceptions, where appropriate.
• Monitor billing and service queries, as well as correct mapping / marketing hierarchies to ensure revenues earned from all products are appropriately reflected
• Represent banking coverage team in client meetings
• 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 :

4-5 years of experience (financial services preferred)

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.)

Flexibility with work schedule (i.e. may work across different time zones)

Ability to be client focused and results oriented

Consistently demonstrate follow-up and organizational skills and attention to detail

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.

Job Family Group :

Institutional Banking

Job Family : Corporate Banking

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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and / or apply for a career opportunity review Accessibility at Citi .

View Citi's EEO Policy Statement and the Know Your Rights poster.

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