CCB CORE Segment - Relationship Associate

Citi; New York (NY); Hybrid; USD 84,000 - 126,000; Full time

Job summary

Citi in Los Angeles / Irvine seeks a Relationship Associate who will manage client relationships and regulatory requirements, coordinating with RMs and product teams to onboard new clients and close credit deals.

The role emphasizes strong communication, analytical skills, and the ability to identify revenue opportunities while navigating Citi’s global network and compliance standards.

Qualifications

• Bachelor’s degree required; Master’s preferred.
• 6–10 years relevant experience in client-facing roles.
• Knowledge of Cash Management and Treasury products.
• Strong pipeline and relationship management experience.
• Proficient in Salesforce and CRM systems; MS Office suite.

Responsibilities

• Build relationships with client network and internal teams; be a key contact for requests and escalation.
• Ensure timely completion of Know Your Client (KYC) and regulatory requirements with product partners and Relationship Managers.
• Help clients access Citi’s global network and locate local coverage and product support.
• On-board new clients/subsidiaries and complete KYC/initial credit set-ups.
• Coordinate due diligence for credit approvals and closings.
• Identify revenue opportunities and position Citi products with clients.
• Maintain documentation of periodic client discussions and updates.
• Collaborate with Credit Admin on credit documentation and monitoring.
• Monitor credit line usage with Independent Risk during annual reviews.
• Assist in cash transaction implementations for bankers.
• Assess risk in business decisions and uphold Citi policies and ethics.

Skills

Relationship management

Salesforce CRM

Analytical thinking

Communication skills

Problem solving

Organizational skills

MS Office

Education

Bachelor’s degree, potentially Master’s degree

Tools

Salesforce

CRM (Deal Entry System)

Excel

PowerPoint

Access

Job description

CCB CORE Segment - Relationship Associate

Job Req Id:

26995799

Location(s):

Los Angeles, California, United States, Irvine, California, United States

Job Type:

Hybrid

Posted:

Sep. 21, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

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.

Commercial and Business Sales

Commercial Sales

Full time

Los Angeles California United States

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.

Please see the requirements listed above.

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

Anticipated Posting Close Date:

Sep 28, 2026

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.

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