Jobs
>
San Francisco

    CCB Relationship Associate - San Francisco, United States - Citi

    Citi
    Citi San Francisco, United States

    1 week ago

    Citi background
    Full time
    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 06, 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 .
  • Citi

    Relationship Associate

    6 days ago

    Citi San Francisco, CA, United States

    We're looking for a Relationship Associate to join our world-class team · Citi Commercial Bank (CCB) is part of Citi, a leading global financial services company, which has approximately 200 million customer accounts and does business in over 160 countries and jurisdictions. · ...

  • 00002 Citibank, N.A.

    Relationship Associate

    5 days ago

    00002 Citibank, N.A. San Francisco, United States Full time

    We're looking for a Relationship Associate to join our world-class team · Citi Commercial Bank (CCB) is part of Citi, a leading global financial services company, which has approximately 200 million customer accounts and does business in over 160 countries and jurisdictions. · C ...

  • Capital Group Companies

    Client Relationship Associate

    1 week ago

    Capital Group Companies San Francisco, United States

    I can succeed as a Client Relationship Associate at Capital Group. As one of our Client Relationship Associates, you'll assist financial advisors by providing administrative support to our high-net-worth individuals, trusts, foundations, and endowm Relationship Associate, Client ...

  • Capital Group

    Client Relationship Associate

    1 day ago

    Capital Group San Francisco, United States

    "I can succeed as a Client Relationship Associate at Capital Group." · As one of our Client Relationship Associates, you'll assist f inancial a dvisors by providing administrative support to our high-net-worth individuals, trusts, foundations, and endowments nationwide. You'll ...

  • Dodge & Cox

    Client Relationship Associate

    6 days ago

    Dodge & Cox San Francisco, United States

    Dodge and Cox is seeking an experienced, highly skilled Client Relationship Associate to join our firm. The successful candidate will play an important role in Dodge & Cox's broader client service effort by supporting our Client Service team in responding to investor inquiries in ...

  • Dodge & Cox

    Client Relationship Associate

    6 days ago

    Dodge & Cox San Francisco, United States

    Dodge and Cox is seeking an experienced, highly skilled Client Relationship Associate to join our firm. The successful candidate will play an important role in Dodge & Cox's broader client service effort primarily by supporting our London-based Client Service team in responding t ...

  • Dodge & Cox

    Client Relationship Associate

    1 week ago

    Dodge & Cox San Francisco, United States

    Dodge and Cox is seeking an experienced, highly skilled Client Relationship Associate to join our firm. The successful candidate will play an important role in Dodge & Cox's broader client service effort primarily by supporting our London-based Client Service team in responding t ...

  • Bank of Montreal

    Relationship Management Associate

    1 week ago

    Bank of Montreal San Francisco, United States

    Application Deadline: · 05/05/2024 · Address: · 180 Montgomery St. · Job Family Group: · Commercial Sales & Service · We are seeking an Associate in our Diversified Industries Group located in the San Francisco Bay Area to support our new client acquisition efforts as we ex ...

  • Capital World Investors

    Client Relationship Associate

    15 hours ago

    Capital World Investors San Francisco, United States

    Client Relationship Associate page is loaded · Client Relationship Associate · Apply · locations · San Francisco · time type · Full time · posted on · Posted 8 Days Ago · job requisition id · JR2646 · "I can succeed as a Client · Relationship Associate · at Capital G ...

  • Capital World Investors

    Client Relationship Associate

    6 days ago

    Capital World Investors San Francisco, United States

    Client Relationship Associate page is loaded · Client Relationship Associate · Apply locations San Francisco time type Full time posted on Posted 8 Days Ago job requisition id JR2646 I can succeed as a Client Relationship Associate at Capital Group. · As one of our Client Rela ...

  • Citi

    CCB Relationship Associate

    2 days ago

    Citi San Francisco, CA, United States

    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 ...

  • Capital Group

    Client Relationship Associate

    1 week ago

    Capital Group San Francisco, United States

    "I can succeed as a Client Relationship Associate at Capital Group." · As one of our Client Relationship Associates, you'll assist f inancial a dvisors by providing administrative support to our high-net-worth individuals, trusts, foundations, and endowments nationwide. You'll ...

  • Grameen America Inc

    Relationship Associate

    1 week ago

    Grameen America Inc San Leandro, United States

    The Relationship Associate position is an entry level position at GAI which is intended to be the first step in a career progression with the organization. We are looking for someone who enjoys delivering a high level of customer service and outreach Relationship Associate, Relat ...

  • Morgan Stanley

    Wealth Management Associate

    1 week ago

    Morgan Stanley San Francisco, United States

    Wealth Management Associate** · Job Number: · 3252410 · POSTING DATE: May 10, 2024 · PRIMARY LOCATION: Americas-United States of America-California-San Francisco · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Professional · DESCRIPTION · -: · The Wealth Manage ...

  • RSM US LLP

    Audit Manager

    4 hours ago

    RSM US LLP San Francisco, United States

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...

  • PRE-US

    Retail Merchandiser

    3 days ago

    PRE-US San Francisco, United States

    As a Retail Merchandiser - Electronics with Premium, you'll be an integral part of the customer experience by leveraging your unmatched technical expertise to ensure complex product displays are functioning at retail. · **What's in it for you?** · - Work with cutting-edge technol ...

  • The Misch Group

    Vice President- Commercial Insurance Broker with

    1 week ago

    The Misch Group San Francisco, United States

    95% of our clients are Franchise Auto Dealers, which will be the bulk of the businesses you will be working with and calling on. · **Responsibilities Include**: · - Generating leads through the development of professional relationships, cold calling, community involvement, existi ...

  • Hamilton Zanze

    Client Services Commmu

    1 week ago

    Hamilton Zanze San Francisco, United States

    **Hamilton Zanze: Client Services Communications Associate** · Salary - $60k-$80k · **About Hamilton Zanze Real Estate Investments**: · Since 2001, Hamilton Zanze (HZ) has made multifamily real estate investments with · the highest standards. Our commitment and expertise deliver ...

  • Episcopal Community Services

    Cs508 - Behavioral Health Clinician Ii - Full Time

    2 days ago

    Episcopal Community Services San Francisco, United States Full time

    **SUMMARY OF DUTIES AND RESPONSIBILITIES** · **_The Behavioral Health team is a roving team providing a variety of behavioral health interventions to adults struggling with housing insecurity, mental health and/or substance abuse needs. The ECS Behavioral Health clinicians work a ...

  • SCHWAN'S

    Regional Sales Manager

    5 days ago

    SCHWAN'S San Francisco, United States

    At Schwan's Company, the opportunities are real, and the sky is the limit; this isn't just a job, it's a seat at the table. Around here, every job matters, every voice counts, and every person contributes in a big way. As part of our front lines, we look to you to execute busines ...