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About the Role

Serve as a critical point of connection between clients, Relationship Managers, and Citi's global network, ensuring seamless delivery across the full client relationship lifecycle. Your ability to navigate complex banking operations and build trusted relationships will shape the client’s experience and contribute to the team's commercial success.

Responsibilities

• Build and maintain relationships with client networks and operational teams, acting as the primary contact for internal requests, problem escalations, and their resolution.
• Collaborate with Relationship Managers and product partners to onboard new clients and subsidiaries, ensuring Know Your Customer (KYC) requirements and other regulatory obligations are completed accurately and on time.
• Coordinate and liaise with client’s treasury offices to facilitate effective delivery across the global network regarding Citi Commercial Bank's capabilities.
• Engage with internal departments to provide transactional support throughout the onboarding and relationship lifecycle, enhancing the overall client experience.
• Coordinate credit requests and approvals across Citi's global network, working with product partners to identify and position relevant actions for clients.
• Maintain accurate client legal and marketing hierarchies within internal systems, ensuring data integrity.
• Partner with the Credit Operations Teams for current documentation regarding credit products including loans, letters of credit, Markets/FX and related transactions.

Requirements

• 5 to 8 years of relevant experience in commercial banking, relationship management, or a related financial services function.
• Demonstrated ability to manage multiple priorities simultaneously and perform effectively under pressure.
• Strong problem identification and resolution skills, with the ability to act decisively and follow through to outcome.
• Professional and adaptable working style, with a reputation for being a reliable and trusted point of contact across teams.
• Sound judgement when assessing business decisions, with a clear commitment to regulatory compliance, risk awareness, and ethical conduct.

Skills

• Know Your Customer (KYC)
• Credit risk documentation processes for loans, letters of credit, FX
• Global banking environment
• Cross-border client relationships

Location

• San Francisco, California, United States

Work Type

• Hybrid
• Full time

Experience Level

• 5 to 8 years

Education Level

• Bachelor's degree in a relevant field
• Bachelor’s degree in business, finance, or a related discipline

Salary/Compensations

• $88,400.00 - $132,600.00

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k)
• Life insurance
• Accident insurance
• Disability insurance
• Wellness programs
• Paid time off (vacation)
• Unplanned time off (sick leave)
• Paid holidays

About the Company

• Citi is a global commercial banking team that operates across more than 85 countries.
• The team works alongside experienced bankers and product specialists committed to delivering real impact for clients.
• This is an environment where collaboration, performance, and professional development go hand in hand.
• Exposure to a global network of banking professionals, product partners, and client teams across more than 160 countries and jurisdictions.
• Opportunities to develop deep expertise in commercial banking, client relationship management, and cross-border financial solutions.
• Access to learning and development programs designed to support career growth and long-term progression within Citi.
• A performance-driven team culture where contributions to client outcomes and operational excellence are recognized and valued.

Equal Opportunity

• Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
• If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
• View Citi’s EEO Policy Statement and the Know Your Rights poster.