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CCB CORE Segment - Relationship Associate

ExperiencedNo visa sponsorship
Citi logo

at Citi

Bulge Bracket Investment Banks

Posted 15 days ago

No clicks

**CCB CORE Segment - Relationship Associate** Maintain client relations, manage KYC processes, and coordinate client onboarding and credit approvals. Leverage sales and product knowledge along with stakeholder collaboration skills to drive revenue opportunities. Excel in a hybrid work environment, requiring minimal travel. Must have 6-10 years of relevant experience and proficiency in CRM tools.

Compensation
$83,920 – $125,880 USD

Currency: $ (USD)

City
Los Angeles
Country
United States

Full Job Description

CCB CORE Segment - Relationship Associate

Apply (opens in new window)
Save

Job Req Id:

26995799

Location(s):

Los Angeles, California, United States, Irvine, California, United States

Job Type:

Hybrid

Posted:

Sep. 21, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, youll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Relationship Associate is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

  • Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution
  • Ensures timely completion of Know Your Client (KYC) and other regulatory requirements, in partnership with product partners and Relationship Managers (RM)s
  • Helps clients to access Citis global network, locating local coverage and product support across the globe
  • Works with RMs and product partners to on-board new clients/new subsidiaries and KYC/initial credit set-ups completed
  • Coordinates due diligence requirements for credit approvals and closings
  • Engages with product partners and Citis global network to identify revenue opportunities and to position certain products with clients
  • Ensures periodic support discussions are held with clients and are correctly documented
  • Maintains correct client legal and marketing hierarchies
  • Partners with Credit Admin team to ensure credit documentation is kept current: FX, derivatives, Loans, Letters of Credit, and other credit-related documents
  • Partners with Credit Admin team to monitor usage of credit lines, and partnering with Independent Risk during client Annual Reviews
  • Assists in implementation of cash transactions for Banker
  • Appropriately assess risk when business decisions are made, demonstrating 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:

  • 6-10 years relevant experience
  • Knowledge of Cash Management and Treasury products; track record of providing sound solutions to clients
  • Strong Pipeline and Relationship Management experience
  • Knowledge of Salesforce and CRM(Deal Entry System)
  • Experience partnering with stakeholders to achieve goals
  • Strong organizational skills
  • Excellent interpersonal, communication and influencing skills
  • Proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure, and seamless client experience
  • Strong analytical and problem-solving skills, MS Word, Access, Excel, and PowerPoint


Education:

Bachelors degree, potentially Masters degree

Working Environment: office setting, minimal travelling and working hours in the office may be required during projects.
Effort: minimal physical effort required. High levels of prolonged and intense concentration may be required in front of computer.

------------------------------------------------------

Job Family Group:

Commercial and Business Sales

------------------------------------------------------

Job Family:

Commercial Sales Support

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

Los Angeles California United States

------------------------------------------------------

Primary Location Full Time Salary Range:

$83,920.00 - $125,880.00


In addition to salary, Citis 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:

Sep 28, 2026

------------------------------------------------------

Automated Processing and AI


We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents AI Notice and Right (opens in new window)

------------------------------------------------------

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 (opens in new window).

View Citis EEO Policy Statement (opens in new window) and the Know Your Rights (opens in new window) poster.

Apply (opens in new window)
Save

CCB CORE Segment - Relationship Associate

Compensation

$83,920 – $125,880 USD

City: Los Angeles

Country: United States

Citi logo
Bulge Bracket Investment Banks

15 days ago

No clicks

at Citi

ExperiencedNo visa sponsorship

**CCB CORE Segment - Relationship Associate** Maintain client relations, manage KYC processes, and coordinate client onboarding and credit approvals. Leverage sales and product knowledge along with stakeholder collaboration skills to drive revenue opportunities. Excel in a hybrid work environment, requiring minimal travel. Must have 6-10 years of relevant experience and proficiency in CRM tools.

Full Job Description

CCB CORE Segment - Relationship Associate

Apply (opens in new window)
Save

Job Req Id:

26995799

Location(s):

Los Angeles, California, United States, Irvine, California, United States

Job Type:

Hybrid

Posted:

Sep. 21, 2026

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, youll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

The Relationship Associate is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

  • Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution
  • Ensures timely completion of Know Your Client (KYC) and other regulatory requirements, in partnership with product partners and Relationship Managers (RM)s
  • Helps clients to access Citis global network, locating local coverage and product support across the globe
  • Works with RMs and product partners to on-board new clients/new subsidiaries and KYC/initial credit set-ups completed
  • Coordinates due diligence requirements for credit approvals and closings
  • Engages with product partners and Citis global network to identify revenue opportunities and to position certain products with clients
  • Ensures periodic support discussions are held with clients and are correctly documented
  • Maintains correct client legal and marketing hierarchies
  • Partners with Credit Admin team to ensure credit documentation is kept current: FX, derivatives, Loans, Letters of Credit, and other credit-related documents
  • Partners with Credit Admin team to monitor usage of credit lines, and partnering with Independent Risk during client Annual Reviews
  • Assists in implementation of cash transactions for Banker
  • Appropriately assess risk when business decisions are made, demonstrating 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:

  • 6-10 years relevant experience
  • Knowledge of Cash Management and Treasury products; track record of providing sound solutions to clients
  • Strong Pipeline and Relationship Management experience
  • Knowledge of Salesforce and CRM(Deal Entry System)
  • Experience partnering with stakeholders to achieve goals
  • Strong organizational skills
  • Excellent interpersonal, communication and influencing skills
  • Proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure, and seamless client experience
  • Strong analytical and problem-solving skills, MS Word, Access, Excel, and PowerPoint


Education:

Bachelors degree, potentially Masters degree

Working Environment: office setting, minimal travelling and working hours in the office may be required during projects.
Effort: minimal physical effort required. High levels of prolonged and intense concentration may be required in front of computer.

------------------------------------------------------

Job Family Group:

Commercial and Business Sales

------------------------------------------------------

Job Family:

Commercial Sales Support

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

Los Angeles California United States

------------------------------------------------------

Primary Location Full Time Salary Range:

$83,920.00 - $125,880.00


In addition to salary, Citis 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:

Sep 28, 2026

------------------------------------------------------

Automated Processing and AI


We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents AI Notice and Right (opens in new window)

------------------------------------------------------

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 (opens in new window).

View Citis EEO Policy Statement (opens in new window) and the Know Your Rights (opens in new window) poster.

Apply (opens in new window)
Save