Commercial Bank Relationship Associate - AVP, Citi

Commercial Bank Relationship Associate - AVP

Citi

Location:

United Kingdom, London

Category:

Banking

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

The Relationship Associate position is a critical role providing direct support to Relationship Managers in managing banking needs of Mid-Market clients, deepening client relationships and supporting the acquisition and onboarding of new clients across the UK Industrials sector. This role is a key contact for Mid-Market clients providing day to day support for all their banking needs.

Job Responsibility:

Work closely with Relationship Managers to provide a ‘client first’ approach and help to deliver outstanding day to day banking and operational support to Mid-Market clients
Effectively collates client information and anticipates bankers' needs to support productive client and prospect discussions
Supports the engagement and introduction of local coverage teams
Builds relationships across the Citi network and operational teams
Work collaboratively with internal stakeholders across Citi to share best practices across teams
Manage existing portfolio of key client relationships for transaction level support
Primary point of contact for client onboarding
Close interaction with operational teams throughout the KYC renewal process
Efficiently navigates internal systems and applications
Viewed by client as key relationship person for routine banking queries
Plays a key role in driving customer satisfaction
Responsible for deal entry through Salesforce/CRM and initiating CRM workflow for account opening and other Treasury & Trade Solution (TTS) products
Assist Industry Lead and full team in the coordination of ad-hoc regulatory/data review exercises

Requirements:

Previous experience working within Banking
Previous experience in a client facing role
Knowledge of general banking processes, onboarding processes and cash management & liquidity
Educated to degree level or equivalent

Nice to have:

Relationship skills with the ability to build and maintain an effective network across the broader Citi organization
Strong organisational skills with the ability to multi-task
project management experience helpful
Proficiency with Microsoft and CRM applications
Understanding of product implementation and client onboarding process advantageous

What we offer:

Global Benefits
Best-in-class benefits
Work life balance

Additional Information:

Job Posted:

March 22, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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