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    CCB Relationship Associate - San Francisco, CA, United States - Citi

    Citi
    Citi San Francisco, CA, United States

    2 weeks ago

    Citi background
    Description
    The Relationship Associate is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. 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. Significant impact on the area through complex deliverables. 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.

    Responsibilities:
    • 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
    • Helps clients to access Citi's global network, locating local coverage and product support across the globe
    • Works with RMs and product partners to on-board new clients/new subsidiaries and KYC/initial credit set-ups completed
    • Coordinates credit requests and approvals from Citi's global network
    • Engages with product partners and Citi's global network to identify revenue opportunities and to position certain products with clients
    • 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
    • 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.
    Qualifications:
    • 6-10 years relevant experience
    Education:
    • Bachelors degree, potentially Masters degree
    This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.


    Job Family Group:
    Commercial and Business Sales


    Job Family:
    Commercial Sales Support


    Time Type:
    Full time


    Primary Location:
    San Francisco California United States


    Primary Location Full Time Salary Range:
    $116, $175,320.00

    In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit Available offerings may vary by jurisdiction, job level, and date of hire.


    Anticipated Posting Close Date:
    May 21, 2024


    Citi is an equal opportunity and affirmative action employer.

    Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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 .
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