Citi
UK Commercial Bank, Digital, Technology & Communications Relationship Associate
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The Role and Who We Are
The Digital, Technology & Communications ("DT&C") team within Citi's UK Commercial Bank ("CCB") is a fast growth, dynamic business with a vision to significantly scale up over the next five years and beyond. It provides coverage of internationally focused, mid-market DT&C companies and disruptors. The sector includes clients in software, ecommerce, connectivity, media & entertainment, and communications. We offer our clients the convenience of a global banking network, thought leadership, and a broad suite of financial capabilities.
This Relationship Associate role is based in London with responsibility for assisting clients and Relationship Managers ("RMs") with operational items, KYC, credit requests, and client/prospect presentations. The Relationship Associate deals with most problems independently, but will have support to solve complex problems. Developing a solid understanding of industry standards and practices together with an ability to integrate with others in accomplishing objectives will be ingredients for success. The position requires attention to detail when making judgments and recommendations based on the analysis of factual information. Good communication skills are required in order to exchange potentially complex/sensitive information. Quality and timeliness of service provided to team and clients is core to the job.
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Responsibilities
- Build relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution
- Provide day-to-day banking support to the bankers
- As primary point of contact for onboarding, work on customer due diligence / KYC for new to bank clients (as well as existing client base) and handle documentation related to client onboarding
- Lead global account opening and closing process– liaise with regional colleagues, internal department, and obtain necessary approvals, deferrals, send notification to customer, etc.
- Engage with product partners and Citi’s global network to identify revenue opportunities and to position certain products with clients
- Support implementation process and help clients access Citi’s global network, locating local coverage and product support across the globe
- Coordinate credit requests and approvals from Citi’s global network
- Become familiar with Citi’s credit policies and processes, ensure credit documentation is kept current, and monitor usage of credit lines
- Foster a positive attitude amongst colleagues, clients, and prospects
- Further develop banking and DT&C sector knowledge and share industry discovery with colleagues and clients
- Distribute Citi’s client insight and banking event invitations to clients and prospects
- Apply good judgment, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets in compliance with applicable laws, rules, regulations, and Citi Policy
- Apply sound ethical judgment regarding personal behavior, conduct, and business practices, and escalate issues with transparency
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Qualifications
Relevant experience helpful
Education:
Bachelors/University degree or equivalent experience
Job Details
- Job Family Group: Commercial and Business Sales
- Job Family: Commercial Sales Support
- 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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