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Citi US

Citi US | Relationship Associate - Power

New York · Bachelor’s degree in finance or closely related areas of Business Administration; Master's degree preferred

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Job Highlights

Responsibilities

  • The Relationship Associate is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.
  • The Relationship Associate also serves as an intermediary in trading for clients.
  • The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.
  • Build relationships with various internal and external audiences to ensure timely problem resolutions and to provide support for a range of audience needs and services.
  • 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 reviews and client portfolios.
  • Assist with Banker activities in the absence of Banker, including making decisions and assisting in closing transactions, as needed.
  • 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
  • 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
  • Identify revenue opportunities, position certain products with clients and monitor billing and service queries, as well as correct mapping/marketing hierarchies in Citi Investment Strategies (CIS) to ensure revenues earned from all products are appropriately reflected
  • Help Clients with LC/SBLC issuance and related pre & Post processing needs

Qualifications

  • Credit skills/experience (i.e., financial accounting, commercial lending theories, industry awareness, loan structuring, etc.) preferred.
  • Comprehensive knowledge of Support, Credit & Legal documentation requirements (e.
  • Comprehensive knowledge of the client's treasury model and philosophy (funding model, cash management strategy, decision making, subsidiary support policy, wallet sharing, who is in the bank group, etc.).
  • Ability to be client focused and results oriented.
  • Consistently demonstrate follow-up and organizational skills.
  • Proven planning, negotiation and analytical skills.

About the company

Citi

Citi is the global bank of Citigroup Inc., one of the world's largest financial institutions, serving corporations, governments, institutions and individuals in about 160 countries and jurisdictions. Citigroup's shares trade on the New York Stock Exchange.

  • Industry: Global banking and financial services
  • Headquarters: New York, USA (Citigroup Inc.)
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