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The Relationship Associate is an intermediate-level position, which supports Relationship Managers. In this role you will be responsible for assisting clients with a wide variety of matters relating to their relationship with Citi, including navigating Citi’s vast network, addressing routine credit queries, Coordinate account structures assist clients with their daily banking needs.
Job Responsibility:
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
Provide assistance and support to customers for all account maintenance and ongoing banking daily needs
Provide best in class customer service and assisting clients with their inquiries and requests
Support the Corporate business development, owning time sensitive inquiries and escalating as needed
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 and portfolio reviews
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
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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency
Requirements:
3-5 years of relevant experience
Consistently client focused and results oriented
Demonstrated information resourcefulness and a high level of attention to detail
Consistently demonstrate follow-up and organizational skills
Consistently demonstrate clear and concise written and verbal communication abilities
Proven planning, negotiation and analytical skills