CCB CORE Segment - Relationship Associate

Citigroup; Los Angeles (CA); On-site; USD 84,000 - 126,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, disability insurance

Wellness programs

Paid time off

Job summary

Citigroup in Los Angeles seeks a Relationship Associate to support client networks and cross-functional teams, focusing on onboarding, KYC, and credit setup while identifying revenue opportunities and maintaining client hierarchies. Requires 6–10 years in cash management or treasury, strong relationship management, Salesforce/CRM expertise, and excellent communication and organizational skills.

Full-time, office-based with limited travel, offering a competitive benefits package and opportunities

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 strengthening business relationships with clients, delivering a simple, secure, and seamless client experience.

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 (RMs).
• Helps clients access Citi's global network, locating local coverage and product support across the globe.
• On-boards new clients/subsidiaries and completes KYC/initial credit set-ups.
• 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 products with clients.
• Ensures periodic support discussions are held with clients and are correctly documented.
• Mantains correct client legal and marketing hierarchies.
• Partners with Credit Admin to ensure credit documentation is current: FX, derivatives, Loans, Letters of Credit, and other credit documents.
• Partners with Credit Admin to monitor credit line usage, and collaborates with Independent Risk during client Annual Reviews.
• Assists in implementation of cash transactions for Banker.
• Appropriately assess risk when business decisions are made, safeguarding Citi, its clients, and assets, by driving compliance with laws, rules and regulations.

Skills

Relationship management

Communication

Proactive client relations

Analytical problem-solving

Organizational skills

Education

Bachelor's degree

Master's degree

Tools

Salesforce

CRM (Deal Entry System)

MS Word

Excel

PowerPoint

Access

Job description

The 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 - $125,880.00

Benefits

• In 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 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.

Anticipated Posting Close Date

Sep 28, 2026