Mid-Corporate Services, Relationship Associate, VP at Citi

Los Angeles, California, 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

Skills

Communication Skills, Diplomacy Skills, Relationship Management, Credit Skills, Financial Advice, Accounting Knowledge, Financial Modeling, Statement Analysis, Business Development, Problem Solving, KYC Compliance, Client Onboarding, Team Collaboration, Regulatory Requirements, Cash Transactions, Interpersonal Skills

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 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 Experience 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 Masters 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 KYC and regulatory requirements.