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About the Role

The Relationship Associate is a senior-level position responsible for assisting clients in raising funds in the capital markets and providing strategic advisory services for financial transactions. This role acts as a strategic advisor by formulating investment strategies and raising capital for clients.

Responsibilities

• Build relationships with various 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 various activities for Know Your Client (KYC) requirements, including timely 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.

Requirements

• 6-10 years of experience
• Credit skills/experience (i.e., financial accounting, commercial lending theories, industry awareness, loan structuring, etc.) preferred
• Comprehensive knowledge of Support, Credit & Legal documentation requirements (e.g. Letters of Comfort, parent guarantees, LC's and their agreements, ISDA/CSA, Short Term Loan agreements, Cards Agreements, etc.)
• Comprehensive knowledge of the client's treasury model and philosophy (funding model, cash management strategy, decision making, subsidiary support policy, wallet sharing, who is in the bank group, etc.)
• Ability to be client focused and results oriented
• Consistently demonstrate follow-up and organizational skills
• Consistently demonstrate clear and concise written and verbal communication
• Proven planning, negotiation and analytical skills
• Consistently demonstrate a professional attitude

Skills

• Support
• Credit
• Legal documentation
• Client focused
• Results oriented
• Follow-up
• Organizational skills
• Written communication
• Verbal communication
• Planning
• Negotiation
• Analytical skills
• Professional attitude

Location

• New York New York United States

Work Type

• Full time

Experience Level

• Senior-level
• 6-10 years of experience

Education Level

• Bachelor's degree in Finance or closely related areas of Business Administration
• Bachelor's degree/University degree or equivalent experience
• Master's degree preferred

Salary/Compensations

• $129,840.00 - $194,760.00

Benefits

• Discretionary and formulaic incentive and retention awards
• Medical, dental & vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

About the Company

• Job Family Group: Institutional Banking
• Job Family: Corporate Banking

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.