Mid-Corporate Services, Relationship Associate, VP at Citi
Washington, District of Columbia, United States -
Full Time


Start Date

Immediate

Expiry Date

03 Mar, 26

Salary

0.0

Posted On

03 Dec, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication Skills, Diplomacy Skills, Relationship Management, Credit Skills, Financial Modeling, Statement Analysis, Banking Knowledge, Investment Products Knowledge, Problem Solving, Client Onboarding, Regulatory Compliance, Team Collaboration, Business Development, Technology Adaptability, Interpersonal Skills, Proactive Approach

Industry

Financial Services

Description
Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. 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. 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 Works with RMs and product partners to on-board new clients/new subsidiaries and KYC/initial credit set-ups completed 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, LCs 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 Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients Demonstrate a proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience 6-10 years relevant experience/knowledge of banking and investment products and process Proven track record of providing sound banking and financial advice and solutions to clients Demonstrates core credit skills Knowledge of accounting, finance and credit Ability to work effectively in team setting Relationship management experience Demonstrates an intermediate level of Early Warning Detection skills Demonstrates ability to close deals and proficiently manage the credit origination process, gather and maintain credit documentation and monitor accounts Demonstrates advanced understanding of accounting principles, financial modeling, and statement analysis FINRA Licensing - SIE, Series 63 & 79; current or ability to obtain Excellent interpersonal, communication and influencing skills Highly focused, able to rapidly identify key priorities, clearly communicate the priorities Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients' needs. Able to quickly adapt priorities based on the latest data insights Must have a sharp business development focus and demonstrative innovative approaches Bachelors degree, potentially Master's degree ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 09, 2025 ------------------------------------------------------
Responsibilities
The Relationship Associate will guide and influence colleagues and external customers, providing advice related to technology and operations. They will build relationships with clients and operational teams, ensuring timely completion of regulatory requirements and supporting client onboarding processes.
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