Relationship Associate
Core
Supports Relationship Managers and product partners by managing client onboarding, KYC compliance, credit documentation, and identifying revenue opportunities within the global network.
Role type
Associate in Commercial Sales Support
Builds
Client relationships, credit documentation, and global network coverage
Domain
Banking / Commercial Sales
Deliverable
client delivery
Required skills
Analytical thinking, data analysis, regulatory compliance knowledge, client relationship management, credit administration, global network coordination
Preferred skills
None stated
Technologies
Data analysis tools
Responsibilities
Build relationships with client network and operational teams; Ensure timely completion of KYC and regulatory requirements; Help clients access Citi's global network; Work with RMs to on-board new clients and complete credit set-ups; Coordinate credit requests and approvals; Engage with partners to identify revenue opportunities; Maintain client legal and marketing hierarchies; Monitor credit line usage and partner with risk teams; Assist in implementation of cash transactions.
Seniority
Mid-level, developing professional
