Relationship Analyst – Corporate Banking

Job Purpose

Work with Corporate Bankers to support the origination and onboarding of Banker-led clients across various portfolio industries for the Treasury & Trade Services (TTS) product suite.

Act as the client advocate across Citi’s network of more than 100 countries to ensure client satisfaction. Serve as a primary point of contact for clients while working closely with the Corporate Banking, Treasury & Trade Services, Market & Securities Services, and Capital Markets teams.

Coordinate and address a broad range of client topics, deliver high-quality service, and manage a significant volume of day-to-day requests and issues from internal functions and assigned clients.

Key Responsibilities

• Support the Corporate Banking team with account opening.
• Input deals into the CRM and work with the Account Services team.
• Work with the Billing team when pricing issues arise.
• Support channel services, including CitiDirect, CitiConnect, and file needs.
• Engage regional teams when required.
• Handle queries relating to other TTS products, including cards, receivables, liquidity structures, trade finance products, WorldLink, and security accounts.
• Coordinate account closures.
• Partner with TTS Products to provide relevant support and drive project completion.
• Coordinate and oversee, in partnership with Operations, updates to customer account and product structures.
• Act as an escalation point for clients regarding account and TTS-related matters, liaising with internal teams to ensure appropriate resolution and escalating internally when required.
• Serve as the interface between KYC Analysts and Client Executives (CEs) to ensure Citi KYC and AML requirements are met for new business opportunities.
• Partner with Operations and Implementations to ensure deals are implemented and clients receive appropriate support.
• Partner with Trade Implementations on the issuance and associated documentation for guarantees and letters of credit.
• Provide support, where necessary, in coordinating requests for proposals (RFPs).

Development Value

This role provides the opportunity to develop a strong understanding of clients’ organizations and treasury functions, as well as Citi’s TTS business, products, risks, and controls. It also offers the opportunity to expand and strengthen knowledge in preparation for pursuing a career as a Relationship Associate (RA).

• Work in a large and complex organization with a demanding customer base and a challenging, changing environment.
• Gain exposure to an open and multicultural working environment.
• Develop a thorough understanding of Citi’s extensive business with corporate clients.

Knowledge and Experience Qualifications

• Highly motivated individual capable of supporting Bankers and the existing RA team.
• Ability to exercise sound judgment and use initiative while recognizing when to seek guidance, enabling Bankers to focus on marketing and revenue generation.
• Knowledge of or experience in corporate banking is an advantage.

Skills and Competencies

• Analytical: Assimilate new information quickly and relate it to the needs of the client base.
• Organizational: Demonstrate strong organizational skills, understand task priorities, and work independently.
• Communication: Consistently demonstrate clear and concise written and verbal communication.
• Interpersonal skills and networking: Create and maintain effective professional relationships within the team and across Citi’s networks.
• Proactive: Take initiative and follow issues through while exercising judgment about when to seek assistance. Maintain a consistent client focus and results-oriented approach.
• Teamwork: Work effectively with others on both day-to-day activities and long-term projects.

Education

• Bachelor’s degree, university degree, or equivalent.

Job Details

• Job Family Group: Institutional Banking
• Job Family: Corporate Banking
• Time Type: Full time