Senior Corporate Banking Associate | Strategy & Cross-Sell Lead

Citigroup Inc.; San Francisco (CA); On-site; USD 165,000 - 185,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Life insurance

Disability insurance

Wellness programs

Paid time off

Job summary

Citigroup Inc. in San Francisco, CA is seeking a Corporate Banking Senior Associate to lead planning of investment strategies for major market clients in coordination with Institutional Banking. The role aims to drive revenue by cross-selling the Citi platform while deploying capital and managing risk.

The position requires 4–8 years of experience, strong credit skills, and familiarity with Citi's credit policies. MBA or Master’s degree is preferred, with full-time hours in San Francisco.

Qualifications

• 4-8 years of experience
• Strong credit skills and knowledge of Citi's credit policies
• Clear and concise written and verbal communication skills
• Series 79 and 63 within 150 days of joining.

Responsibilities

• Partner with Senior Bankers to provide overall relationship management support
• Assist with day to day cash management activities, trading initiatives, vendor finance, foreign exchange, loan activity, debt capital markets efforts, share repurchase and interest rate/equity derivatives
• Support Bankers in cross-selling full spectrum of products and services by identifying customer needs to generate revenue
• Evaluate public filings, research reports, operations, business plans, and financial forecasts to produce strategic and financial analyses
• Stay abreast of market and industry trends, best practices and competitive landscape

Skills

Strong credit skills

Credit policies knowledge

Written and verbal communication

Series 79 and 63

Education

Bachelor’s degree or equivalent

MBA or Master’s Degree preferred

Job description

Citigroup Inc. in San Francisco, CA is seeking a Corporate Banking Senior Associate to lead planning of investment strategies for major market clients in coordination with Institutional Banking. The role aims to drive revenue by cross-selling the Citi platform while deploying capital and managing risk.

The position requires 4–8 years of experience, strong credit skills, and familiarity with Citi's credit policies. MBA or Master’s degree is preferred, with full-time hours in San Francisco.