Public Sector Banking Client Advocate

Citi

New York (NY)

On-site

USD 130,000 - 195,000

Full time

14 days+
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Job summary

Citi in New York seeks a Relationship Associate to support Public Sector Banking clients across Banking, Markets, and Services. You will act as a client advocate, work with PAMs, and coordinate across internal groups to deliver high-quality service and revenue opportunities.

The role requires 6–10 years of experience, a Bachelor’s degree, and knowledge of credit, treasury models, and regulatory requirements. The position is based in New York with full-time hours and a competitive salary range.

Qualifications

  • 6-10 years of relevant work experience.
  • Bachelor's degree or equivalent; preferred fields include Economics, Finance, Business Administration, or political science/international affairs.

Responsibilities

  • Deliver the highest degree of client satisfaction through day-to-day execution and client interactions guided by the PAMs
  • Identify cross-sell opportunities across Banking, Markets, and Services leveraging client interactions
  • Develop deep knowledge of the client and advocate for their needs within Citi
  • Build relationships with internal and external stakeholders to ensure timely delivery and issue resolution
  • Lead timely escalations to remove barriers to execution
  • Master Citi processes and apply a Public Sector lens to client needs
  • Enter and manage opportunities and deals in Opus, CRM and related systems
  • Monitor and track pipeline to assist PAMs with the sales process
  • Contribute to the sales process, proposals, and client meeting materials
  • Ensure governance on mapping/marketing hierarchies for revenue reflection
  • Assist bankers with account plans, relationship reviews and briefings
  • Facilitate credit originations, allocations, approvals, documentation and renewals across contracts
  • Perform financial and operational investigations including cash management and trade services
  • Conduct KYC and onboarding activities across product/hierarchy levels
  • Serve as main contact for cross-functional units ensuring regulatory and credit compliance
  • Assess risk and drive compliance with laws, regulations and Citi policies

Skills

Client service
Execution
Communication
Planning
Negotiation
Analytical skills
Public Sector interest
Credit skills
Treasury models
Banking products
Documentation knowledge

Education

Bachelor's degree or equivalent
Economics, Finance, Business Administration, or political science

Tools

Opus
CRM systems

Job description

Citi in New York seeks a Relationship Associate to support Public Sector Banking clients across Banking, Markets, and Services. You will act as a client advocate, work with PAMs, and coordinate across internal groups to deliver high-quality service and revenue opportunities.

The role requires 6–10 years of experience, a Bachelor’s degree, and knowledge of credit, treasury models, and regulatory requirements. The position is based in New York with full-time hours and a competitive salary range.

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