CCB CORE Segment - Relationship Associate

Citibank (Switzerland) AG; Los Angeles (CA); Hybrid; Confidential; Full time

Job summary

Citi in Los Angeles seeks a Relationship Associate to support client networks, coordinate Know Your Customer (KYC) and regulatory requirements, and collaborate with RMs and product partners to on-board clients and set up initial credits.

You will manage credit documentation with the Credit Admin team, monitor credit usage, and help identify revenue opportunities while maintaining strong client relationships in a hybrid office environment.

Qualifications

• Bachelor’s degree required or Master’s degree preferred.
• Knowledge of Cash Management and Treasury products.
• Strong Pipeline and Relationship Management experience.

Responsibilities

• Builds relationships with client network and operational teams; acts as key contact for internal requests and issue resolution.
• Ensures timely Know Your Customer (KYC) and regulatory requirements with product partners and RMs.
• Onboards new clients and subsidiaries; coordinates KYC/initial credit set-ups.
• Coordinates due diligence requirements for credit approvals and closings.
• Identifies revenue opportunities and positions products with clients.

Skills

Cash Management

Treasury products

Relationship management

Salesforce

CRM

Interpersonal skills

Analytical skills

Excel

PowerPoint

Education

Bachelor’s degree (Bachelors)

Tools

Salesforce

CRM (Deal Entry System)

MS Word

Access

Excel

PowerPoint

Job description

## CCB CORE Segment - Relationship AssociateApply: Hybrid: Los Angeles California United States: Irvine California United States: Full time: Posted Today: 26995799The Relationship Associate is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. **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 due diligence requirements for credit approvals and closings* 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, Letters of Credit, 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 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:*** 6-10 years relevant experience* Knowledge of Cash Management and Treasury products; track record of providing sound solutions to clients* Strong Pipeline and Relationship Management experience* Knowledge of Salesforce and CRM(Deal Entry System)* Experience partnering with stakeholders to achieve goals* 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**Education:**Bachelor’s degree, potentially Master’s degree•Working Environment: office setting, minimal travelling and working hours in the office may be required during projects. • Effort: minimal physical effort required. High levels of prolonged and intense concentration may be required in front of computer.------------------------------------------------------## **Job Family Group:**Commercial and Business Sales------------------------------------------------------## **Job Family:**Commercial Sales Support------------------------------------------------------## **Time Type:**Full time------------------------------------------------------## **Primary Location:**Los Angeles California United States------------------------------------------------------## **Primary Location Full Time Salary Range:**$83,920.00 - $125,880.00In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.