Sr Relationship Associate - Corporate Banking

Citigroup • New York, NY • 1h ago

The Senior 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 Corporate Banking team. The Senior Relationship Associate also serves as an intermediary in trading for clients. The overall objective of this role is to act as strategic advisor to our clients by formulating investment strategies and raising capital for clients.

Responsibilities:

Serve as the key contact for routine credit requests, negotiation of routine credit documentation, confirmation of support, negotiation of support documentation, problem escalation and resolution for client network and operational teams and help clients navigate Citi's global network, local coverage and product support

Assist with preparing for relationship reviews and with timely origination/monitoring/renewal/completion of Know Your Client (KYC) requirements across all products and marketing levels

Interact with cash managers, assistant treasurers, and other treasury personnel from an assigned portfolio of clients for transactional banking issues and support and engage appropriate teams to ensure customer satisfaction

Ensure timely resolution and client satisfaction on all financial and operational investigations including credit, foreign exchange, cash management, trade services, etc.

Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections and renewals for Standby Letters of Credit and justify exceptions, where appropriate

Negotiate language for largely standardized FX/Derivative transactions, LCs, or working capital loans, as needed

Identify revenue opportunities and position certain products with clients and monitor revenues, billing and service queries, correct mapping/marketing hierarchies in Citi Investment Strategies (CIS)

Represent banking coverage team in client meetings and make decisions and take initiative in the absence of the banker, including assisting in closing transactions, when appropriate

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

15+ years of relevant experience

Bachelor's degree in Finance or closely related areas of business administration

Demonstrated credit skills, including a background in credit (i.e. financial accounting, commercial lending theories, industry awareness, loan structuring, etc.) preferred

Knowledge of Citi's product range and proficiency in Citi applications (e.g., ICG Toolbox and AMC)

Comprehensive knowledge of documentation requirements (e.g., Letters of Comfort, parent guarantees, LC's and their agreements, ISDA/CSA, Short Term Loan agreements, Cards Agreements, etc.)

Comprehensive knowledge of client's business and operations, including treasury model and philosophy (funding model, cash management strategy, decision making, subsidiary support policy, wallet sharing, who is in the bank group, etc.)

Comprehensive knowledge of industry trends, basic accounting concepts, current banking relationship, return hurdles (for CB RAs), relationship strategy etc.

Demonstrated ability to articulate requirements and support the negotiation of documents, contribute to development and execution of accounts, and review and extract information from financial statements/filings

Proven analytical aptitude to learn and sound judgment

Demonstrated ability to adapt and moderate communication style to coordinate with others involved in the client portfolio

Education:

Bachelor's degree/University degree or equivalent experience

Master's degree preferred

Job Family Group:

Institutional Banking

Job Family:

Corporate Banking

Time Type:

Full time

Primary Location:

New York New York United States

Primary Location Full Time Salary Range:

$163,600.00 - $245,400.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

Jul 29, 2026

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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .

View Citi's EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12ScreenRdr.pdf) poster.

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Similar Jobs

Investment Banking Associate - FIG

Truist • New York, NY • 1h ago

Finance, Accounting & Banking

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w...

1h ago

Go to Apply

Armed Security Officer Bank Vestibule

Allied Universal • New York, NY • 1h ago

Finance, Accounting & Banking

Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you wil...

1h ago

Go to Apply

Relationship Manager Business Banking Sr

City National Bank • New York, NY • 1h ago

Finance, Accounting & Banking

RELATIONSHIP MANAGER BUSINESS BANKING SR WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the assigned business segment and/or geographic areas. Actively engages in the sales p...

1h ago

Go to Apply

Security Guard Part Time Bank Vestibule

Allied Universal • New York, NY • 1h ago

Finance, Accounting & Banking

1h ago

Go to Apply

Analyst, Lending Committee Coordination & Reporting

Wells Fargo • New York, NY • 1h ago

Finance, Accounting & Banking

Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional ban...

1h ago

Go to Apply

Assistant Vice President, Banking Product Subject Matter Expert

Cognizant • Teaneck, NJ • 1h ago

Finance, Accounting & Banking

Assistant Vice President, Banking Product Subject Matter Expert Banking & Financial Services Consulting, NA About Cognizant Consulting Cognizant Consulting is a global community of more than 5,000 experts dedicated t...

1h ago

Go to Apply

Investment Banking VP - Energy (Oil & Gas)

Truist • New York, NY • 1h ago

Finance, Accounting & Banking

1h ago

Go to Apply

Lead Software Engineer, Full Stack (Bank Tech)

Capital One • New York, NY • 1h ago

Finance, Accounting & Banking

Lead Software Engineer, Full Stack (Bank Tech) Do you love building and pioneering in the technology space? Do you enjoy solving complex business problems in a fast-paced, collaborative, inclusive, and iterative delivery...

1h ago

Go to Apply

Alternative Investments, Product Manager

Nuveen Investments • New York, NY • 1h ago

Finance, Accounting & Banking

Product Manager, Alternatives Will develop, structure, position, and implement alternative investment strategies intended to serve TIAA's Defined Contribution client base. Will be responsible for the launch of dedicated...

1h ago

Go to Apply

Vice President, Finance & Controller

Safe Horizon • New York, NY • 3h ago

Finance, Accounting & Banking

Pay or shift range: $150,000 USD to $175,000 USD The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and othe...

3h ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)