Relationship Banking Associate - Capital Markets

Citi; New York (NY); On-site; USD 98,960 - 148,440; Full time

Benefits offered by this job

medical

dental & vision coverage

401(k)

life, accident, and disability保险

wellness programs

planned time off (vacation)

unplanned time off (sick leave)

paid holidays

Job summary

Citi in New York is seeking a Relationship Associate to support clients in raising capital in the capital markets and to provide strategic advisory services for mergers, acquisitions and other transactions. You will work with Institutional Banking to deliver investment strategies, manage client portfolios, and coordinate Know Your Client requirements while helping originate credits and drive revenue.

This role emphasizes risk awareness, client focus, and professional judgment in a fast-paced

Qualifications

• Bachelor's degree in Finance or closely related areas of Business Administration.
• 5-8 years of experience.
• Credit skills/experience (i.e., financial accounting, commercial lending theories, industry awareness, loan structuring, etc.) preferred.
• Proven ability to learn and exert sound judgment.
• Ability to be client focused and results oriented.
• Follow-up and organizational skills.
• Clear and concise written and verbal communication.
• Proven planning, negotiation and analytical skills.
• Consistently demonstrate a professional attitude.

Responsibilities

• Build relationships with internal and external audiences to ensure timely problem resolutions and to provide support for a range of audience needs and services.
• Perform financial and operational investigations, including credit, foreign exchange, cash management and trade services, ensuring timely resolution and client satisfaction.
• Assist Banker with the preparation of relationship reviews and client portfolios.
• Partner with Product Partners and Relationship Managers to perform Know Your Client (KYC) requirements, including origination, monitoring, renewals and completion across all product and marketing levels.
• Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections and renewals for Standby Letters of Credit and justify exceptions, as well as credit allocation from Parent Account Management teams and Credit Risk Management.
• Identify revenue opportunities, position certain products with clients and monitor billing and service queries, as well as correct mapping/marketing hierarchies in Citi Investment Strategies (CIS) to ensure revenues earned from all products are appropriately reflected.
• Represent banking coverage team in client meetings.
• Assist with Banker activities in the absence of Banker, including making decisions and assisting in closing transactions, as needed.
• Appropriately assess risk when business decisions are made, demonstrating particular 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.

Skills

Credit skills

Communication

Analytical skills

Negotiation

Client focus

Organizational skills

Education

Bachelor's degree in Finance

Job description

Citi in New York is seeking a Relationship Associate to support clients in raising capital in the capital markets and to provide strategic advisory services for mergers, acquisitions and other transactions. You will work with Institutional Banking to deliver investment strategies, manage client portfolios, and coordinate Know Your Client requirements while helping originate credits and drive revenue.

This role emphasizes risk awareness, client focus, and professional judgment in a fast-paced