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Relationship Associate - Digital, Technology, and Communications

Citi

New York, Los Angeles, San Francisco, Boston, New York, California, California, Massachusetts, U.S.
Hybrid
Posted Aug 24, 2025
Hybrid

Compensation

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About the role

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

Responsibilities

  • Builds relationships with client network and operational teams
  • Ensures timely completion of Know Your Client (KYC) and other regulatory requirements
  • Helps clients to access Citi’s global network
  • Works with RMs and product partners to on-board new clients/new subsidiaries
  • Coordinates credit requests and approvals from Citi’s global network
  • Engages with product partners and Citi’s global network to identify revenue opportunities
  • 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
  • Assists in implementation of cash transactions for Banker
  • Proactive approach in looking for ways in strengthening business relationship with clients
  • Delivers a simple, secure, and seamless client experience
  • Appropriately assess risk when business decisions are made
  • Demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets
  • Driving compliance with applicable laws, rules and regulations
  • Applying sound ethical judgment regarding personal behavior, conduct and business practices
  • Escalating, managing and reporting control issues with transparency

Requirements

  • 5-8 years of relevant experience in a financial services environment
  • Demonstrated expertise in Cash Management and Treasury products
  • Strong experience in Pipeline and Relationship Management
  • Proficiency with Salesforce and CRM (Deal Entry System)
  • Proven ability to collaborate effectively with diverse stakeholders
  • Exceptional organizational skills
  • Strong problem recognition and resolution capabilities
  • Ability to perform effectively under pressure, manage multiple priorities concurrently
  • Highly effective communication skills, adaptable to various audiences
  • Excellent interpersonal and influencing skills
  • Proactive approach to strengthening business relationships
  • Focused on delivering a simple, secure, and seamless client experience

Benefits

  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages
  • planned time off (vacation)
  • unplanned time off (sick leave)
  • paid holidays

About the Company

Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe

Job Details

Salary Range

$88,400 - $132,600/yearly

Location

New York, Los Angeles, San Francisco, Boston, New York, California, California, Massachusetts, U.S.

Employment Type

Hybrid

Original Posting

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