Citi
Relationship Analyst – Corporate Banking
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Job purpose:
Working with Corporate Bankers to support the origination and on boarding of Banker Led clients across various portfolio industries, for the Treasury & Trade Services (TTS) product suite.
Be the client advocate in managing the Citi network, +100 countries to ensure client satisfaction.
Acting as a primary point of contact with the clients and working closely with the Corporate Banking team, Treasury & Trade Services (TTS), Market & Securities Services and Capital Markets.
Coordinate and address a broad range of topics for clients, delivering best services and handling a significant volume of day-to-day requests/issues both from internal functions and clients they are assigned to.
Key responsibilities:
- Support Corporate Banking team with account opening
- Input CRM deal
- Work with the Account Service team
- Work with billing team if/when pricing issues arise
- Channel Services - Citidirect, CitiConnect, File Needs
- Engage regional team, when required
- Handle queries on other TTS products – cards, receivables, liquidity structures, trade finance products, Worldlink, security accounts.
- Account closure
- Work in partnership with TTS Products and provide relevant support, and drive completion of projects.
- Co-ordinate and oversee in partnership with Operations updating customer account and/or product structures.
- Act as an escalation point for Clients on Account and TTS related items, liaising with the internal teams where needed to ensure Operations and Product are taking the appropriate steps, and responsibility to resolve items raised by the clients. Escalate internally when required.
- Be the interface between the KYC Analyst and the CEs. Work to ensure CITIKYC/AML requirements are met for new business opportunities, and work in partnership with Operations and Implementations to ensure deals implemented and support provided to the client.
- Work in partnership with Trade Implementations for the issuance and associated documentation for Guarantee’s/LCs.
- Provide support where necessary for the coordination of RFP’s.
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Development value:
This role will allow an individual to develop a good understanding of our client’s organization, and treasury functions. Provide a thorough understanding of the Citi’s TTS business, its products, risks and controls. Provide the opportunity to expand and strengthen one's knowledge to then further pursue a career as an RA.
Opportunity to work in a large and complex organization with a demanding customer base, and in a challenging and changing environment.
Exposure to an open and multicultural working environment.
Opportunity to develop a thorough understanding of the extensive business Citi does with our corporate clients.
Knowledge/Experience Qualifications:
We are looking for a highly motivated person to support Bankers and the existing RA team.
Demonstrate the ability to exercise sound judgement and use initiative, but know when to refer, ensuring Bankers are able to focus on the marketing effort and revenue generation.
Knowledge of/experience base in corporate banking is an advantage.
Skills/Competencies:
- Analytical – Assimilating new information quickly and relating it to the needs of the client base
- Organizational – Demonstrates strong organizational skills, awareness around priority of tasks and ability to work independently
- Communication – Constantly demonstrates clear and concise written and verbal communication
- Interpersonal skills/Networking - able to create and sustain good personal contacts within the team and among Citi’s networks
- Proactive – Prepared to take initiative and to follow issues through, while exercising judgment as to when to seek assistance. Consistently client focused and result- oriented.
- Team player – Being able to work in partnership with other individuals on day-to-day and long-term projects
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Education:
Bachelor’s degree/University degree or equivalent
Job Family Group:
Institutional Banking
Job Family:
Corporate Banking
Time Type:
Full time
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
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