CCB CORE Segment - Relationship Associate

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

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off

Job summary

Citigroup Inc. in Los Angeles, CA is seeking a Relationship Associate to manage client relationships, coordinate KYC processes, and connect clients to Citi’s global network and local product support.

This role blends strategic advisory with hands-on execution across regulatory and credit processes. You will onboard new clients, support due diligence, identify revenue opportunities, and ensure compliant documentation.

Qualifications

• Bachelor’s degree; Master’s degree preferred.
• 6–10 years of relevant experience in relationship management or cash management.
• Knowledge of Cash Management and Treasury products.
• Strong pipeline and client relationship skills.
• Experience with Salesforce/CRM and MS Office suite.
• Excellent interpersonal and communication skills.

Responsibilities

• Builds relationships with client network and internal teams to be the primary contact for requests and issue resolution.
• Ensures timely completion of KYC and regulatory requirements with product partners and RMs.
• Helps clients access Citi’s global network and local coverage.
• Onboards new clients and subsidiaries; completes KYC/credit set-ups.
• Coordinates due diligence for credit approvals and closings.
• Identifies revenue opportunities with product partners and clients.
• Ensures regular client discussions are held and documented.
• Maintains correct client hierarchies; collaborates with Credit Admin on credit docs.
• Monitors credit line usage; supports annual reviews with risk.
• Assists in cash transaction implementations for bankers.
• Assesses risk and ensures compliance with laws and Citi policies.

Skills

Relationship management

Communication

Analytical thinking

KYC knowledge

Stakeholder collaboration

MS Office

Credit & treasury knowledge

Problem solving

Education

Bachelor’s degree, Master’s degree

Tools

CRM (Deal Entry System)

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.

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Job Family Group:

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Job Family:

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Time Type:

Full time

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Primary Location:

Los Angeles California United States

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Primary Location Full Time Salary Range:

$83,920.00 - $125,880.00

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 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.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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Anticipated Posting Close Date:

Sep 28, 2026

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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

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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.